Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAC-PE (Bank of America Corporation) | -6.35% | -2.88% | 8.85% | 3.88% | 5.39% | 6.79% | NA | 6.66% |
Data as of 07/03/2025, AR inception is 04/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PE (Bank of America Corporation) | 04/22/2008 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.99 | -2.88 | 8.85 | 3.88 | 5.39 | 6.79 | NA | 6.66 | -6.35 | 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 | -0.60 | 0.47 | 0.16 | 0.29 | NA | NA | 0.20 | -1.31 | 0.48 | 2.31 | -1.51 | 0.78 | 0.33 | 2.64 | -1.22 | 1.56 | 0.12 | 1.58 | 0.64 | -0.21 | 2.34 | -0.22 | 0.47 | 0.71 | -0.78 |
| Standard Deviation(%) | NA | 10.20 | 12.41 | 11.68 | 13.75 | NA | NA | 28.24 | 11.76 | 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 | 14.49 | 18.84 | 27.10 | 29.06 | NA | NA | 79.95 | 13.79 | 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 | 5.83 | 6.64 | 5.17 | 5.44 | 6.40 | 5.12 | 6.03 | 2.66 | 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 07/03/2025, AR inception 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 |
2.81%
May 2013 - May 2023 |
5.88%
Apr 2010 - Apr 2025 |
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