Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAC-PM (Bank of America Corporation) | 0.75% | 0.09% | 3.66% | 1.93% | NA | NA | NA | 3.67% |
Data as of 07/18/2025, AR inception is 06/20/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PM (Bank of America Corporation) | 06/20/2019 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 0.09 | 3.66 | 1.93 | NA | NA | NA | 3.67 | 0.75 | 4.29 | 16.56 | -17.39 | 3.27 | 9.08 | 8.89 |
| Sharpe Ratio | NA | -0.30 | 0.02 | 0.00 | NA | NA | NA | 0.12 | -0.14 | 0.07 | 0.96 | -1.19 | 0.45 | 0.35 | 2.25 |
| Standard Deviation(%) | NA | 10.33 | 12.20 | 11.62 | NA | NA | NA | 14.58 | 11.52 | 9.26 | 13.52 | 15.91 | 7.20 | 24.83 | 7.14 |
| Draw Down(%) | NA | 11.79 | 16.62 | 21.29 | NA | NA | NA | 26.11 | 9.24 | 8.53 | 11.74 | 19.24 | 6.10 | 26.11 | 3.70 |
| Yield(%) | 0.00 | 5.72 | 5.67 | 5.05 | 3.33 | 2.22 | 1.67 | 5.55 | 2.90 | 5.82 | 6.36 | 5.01 | 4.95 | 6.08 | 2.71 |
Data as of 07/18/2025, AR inception is 06/20/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PM (Bank of America Corporation) |
-2.79%
Oct 2020 - Oct 2023 |
1.08%
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-PM (Bank of America Corporation) |
5.08%
Apr 2022 - Apr 2025 |
4.10%
Sep 2019 - Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart