Performance Comparison
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) | 1.97% | 4.56% | 5.03% | 3.84% | NA | NA | NA | 5.71% |
Data as of 07/23/2025, AR inception is 07/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PK (Bank of America Corporation) | 07/19/2018 | 07/23/2025 |
| 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 (%) | 0.66 | 4.56 | 5.03 | 3.84 | NA | NA | NA | 5.71 | 1.97 | 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 | 5.91 | 5.80 | 5.42 | 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 07/23/2025, 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