Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAC-PN (Bank of America Corporation) | -1.80% | -0.90% | 4.19% | 1.09% | NA | NA | NA | 2.51% |
Data as of 07/03/2025, AR inception is 09/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PN (Bank of America Corporation) | 09/12/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | -0.90 | 4.19 | 1.09 | NA | NA | NA | 2.51 | -1.80 | 6.11 | 17.36 | -22.66 | 2.14 | 10.49 | 6.03 |
| Sharpe Ratio | NA | -0.44 | 0.09 | -0.07 | NA | NA | NA | 0.00 | -0.83 | 0.22 | 0.94 | -1.37 | 0.28 | 0.39 | 3.81 |
| Standard Deviation(%) | NA | 11.49 | 13.46 | 12.71 | NA | NA | NA | 15.96 | 11.61 | 11.14 | 14.78 | 17.65 | 7.59 | 26.19 | 5.32 |
| Draw Down(%) | NA | 14.87 | 18.06 | 25.02 | NA | NA | NA | 28.13 | 8.69 | 10.41 | 13.39 | 24.02 | 4.95 | 28.13 | 2.42 |
| Yield(%) | 0.00 | 5.68 | 5.77 | 4.89 | 2.99 | 1.99 | 1.49 | 5.97 | 2.87 | 5.82 | 6.33 | 4.71 | 4.62 | 5.83 | 1.24 |
Data as of 07/03/2025, AR inception is 09/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PN (Bank of America Corporation) |
-4.46%
Oct 2020 - Oct 2023 |
0.51%
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-PN (Bank of America Corporation) |
4.48%
Apr 2022 - Apr 2025 |
3.22%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart