Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAC-PB (Bank of America Corporation) | 2.20% | 7.99% | 9.05% | 5.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PB (Bank of America Corporation) | 05/09/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 7.99 | 9.05 | 5.36 | NA | NA | NA | … | … | 2.20 | 5.82 | 7.68 | 18.77 | -4.33 | 1.04 | 6.85 | 15.89 | 3.34 |
| Sharpe Ratio | NA | 1.51 | 0.73 | 0.36 | NA | NA | NA | … | … | 0.74 | 0.51 | 0.74 | 1.20 | -0.53 | 0.17 | 0.37 | 2.61 | 0.63 |
| Standard Deviation(%) | NA | 4.44 | 7.90 | 8.55 | NA | NA | NA | … | … | 4.56 | 5.74 | 5.51 | 12.70 | 10.87 | 5.86 | 18.01 | 5.53 | 5.92 |
| Draw Down(%) | NA | 2.65 | 8.62 | 8.95 | NA | NA | NA | … | … | 2.65 | 4.62 | 1.97 | 8.62 | 8.61 | 3.38 | 19.49 | 2.67 | 4.39 |
| Yield(%) | 0.00 | 6.13 | 8.42 | 6.65 | 5.51 | 3.67 | 2.75 | … | … | 2.97 | 5.92 | 6.02 | 13.46 | 5.66 | 5.45 | 5.41 | 6.01 | 3.04 |
Data as of 06/04/2026, Common starting date is 05/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PB (Bank of America Corporation) |
1.08%
Dec 2019 – Dec 2022 |
4.99%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PB (Bank of America Corporation) |
11.20%
Oct 2022 – Oct 2025 |
7.31%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart