Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAC-PE (Bank of America Corporation) | 2.60% | -9.87% | 3.74% | -0.33% | 2.76% | 5.01% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PE (Bank of America Corporation) | 04/22/2008 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.67 | -9.87 | 3.74 | -0.33 | 2.76 | 5.01 | NA | … | … | 2.60 | -16.14 | 10.65 | 33.89 | -24.82 | 5.18 | 8.30 | 29.98 | -12.56 | 13.99 | 2.03 | 14.89 | 6.65 | -2.94 | 40.96 | -7.58 | 8.71 | 62.60 | -30.42 |
| Sharpe Ratio | NA | -1.12 | 0.13 | -0.21 | 0.08 | NA | NA | … | … | 0.86 | -1.85 | 0.82 | 2.36 | -1.51 | 0.78 | 0.32 | 2.64 | -1.23 | 1.56 | 0.12 | 1.58 | 0.64 | -0.21 | 2.34 | -0.22 | 0.47 | 0.71 | -0.78 |
| Standard Deviation(%) | NA | 9.20 | 9.65 | 11.97 | 13.55 | NA | NA | … | … | 9.86 | 10.32 | 8.54 | 12.94 | 17.45 | 6.57 | 24.70 | 10.81 | 11.41 | 8.58 | 15.30 | 9.40 | 10.30 | 14.44 | 17.67 | 34.61 | 18.37 | 87.65 | 53.04 |
| Draw Down(%) | NA | 14.03 | 20.42 | 27.10 | 29.06 | NA | NA | … | … | 9.89 | 19.77 | 4.85 | 7.22 | 26.50 | 3.57 | 29.06 | 4.21 | 23.27 | 6.68 | 17.34 | 5.90 | 10.88 | 20.95 | 17.84 | 35.27 | 17.28 | 70.86 | 56.51 |
| Yield(%) | 0.00 | 5.31 | 6.66 | 4.89 | 4.88 | 5.77 | 5.44 | … | … | 2.87 | 5.28 | 6.61 | 7.38 | 3.99 | 4.03 | 4.15 | 6.92 | 4.32 | 4.68 | 4.65 | 5.06 | 5.12 | 4.71 | 4.81 | 5.57 | 5.78 | 8.58 | 4.20 |
Data as of 06/05/2026, Common starting date is 04/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PE (Bank of America Corporation) |
-5.04%
Dec 2019 – Dec 2022 |
-0.54%
Dec 2017 – Dec 2022 |
2.79%
May 2016 – May 2026 |
5.03%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PE (Bank of America Corporation) |
66.19%
Feb 2009 – Feb 2012 |
36.42%
Feb 2009 – Feb 2014 |
20.51%
Feb 2009 – Feb 2019 |
15.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart