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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BAC-PK (Bank of America Corporation) 1.84% 3.97% 4.98% 3.89% NA NA NA 5.70%
Data as of 07/22/2025, AR inception is 07/19/2018
More Performance Analytics Comparison
Name Start Date End Date
BAC-PK (Bank of America Corporation) 07/19/2018 07/22/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) 0.74 3.97 4.98 3.89 NA NA NA 5.70 1.84 6.11 13.25 -6.43 0.90 8.61 15.53 1.64
Sharpe Ratio NA 0.13 0.18 0.22 NA NA NA 0.36 0.07 0.43 0.83 -0.64 0.14 0.42 2.39 0.30
Standard Deviation(%) NA 7.01 9.55 9.11 NA NA NA 10.97 8.40 5.76 11.65 12.25 6.42 19.65 5.88 7.14
Draw Down(%) NA 5.31 10.44 11.73 NA NA NA 20.43 5.31 2.59 10.44 10.01 4.28 20.43 3.30 5.96
Yield(%) 0.00 5.88 5.80 5.44 4.21 2.81 2.11 6.02 2.95 5.95 6.26 5.57 5.38 6.39 5.98 2.95
Data as of 07/22/2025, AR inception is 07/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAC-PK (Bank of America Corporation) -1.29%
Oct 2020 - Oct 2023
3.17%
May 2020 - May 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAC-PK (Bank of America Corporation) 9.19%
Nov 2018 - Nov 2021
6.05%
Dec 2018 - Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart