Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BACRP (Bank of America Corporation PFD SER B 7%) | -5.38% | -0.42% | -0.81% | 13.08% | 21.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BACRP (Bank of America Corporation PFD SER B 7%) | 04/28/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.64 | -0.42 | -0.81 | 13.08 | 21.07 | NA | NA | … | … | -5.38 | 36.70 | -36.27 | -16.14 | 86.03 | 3,433.93 | -89.07 | 9.25 | 9.25 | 9.25 | 9.25 | 4.52 |
| Sharpe Ratio | NA | -0.06 | -0.06 | 0.08 | 0.13 | NA | NA | … | … | -0.18 | 0.32 | -0.25 | -0.12 | 0.92 | 13.11 | -0.39 | 1.77 | 1.79 | 1.96 | 2.05 | 1.76 |
| Standard Deviation(%) | NA | 87.04 | 124.67 | 127.00 | 141.99 | NA | NA | … | … | 114.01 | 106.45 | 159.29 | 171.22 | 92.12 | 261.96 | 229.88 | 4.40 | 4.41 | 4.41 | 4.40 | 3.78 |
| Draw Down(%) | NA | 40.07 | 72.76 | 72.76 | 90.00 | NA | NA | … | … | 40.07 | 30.27 | 72.76 | 62.22 | 43.79 | 0.00 | 90.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.63 | 3.33 | 5.83 | 8.75 | 6.42 | 4.81 | … | … | 1.75 | 4.64 | 2.86 | 2.69 | 4.14 | 87.50 | 8.75 | 8.75 | 8.75 | 8.75 | 8.75 | 4.38 |
Data as of 06/04/2026, Common starting date is 04/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACRP (Bank of America Corporation PFD SER B 7%) |
-49.29%
Oct 2017 – Oct 2020 |
-31.07%
Oct 2015 – Oct 2020 |
20.76%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BACRP (Bank of America Corporation PFD SER B 7%) |
280.86%
Oct 2020 – Oct 2023 |
124.61%
Mar 2021 – Mar 2026 |
27.26%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart