Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BACRP (Bank of America Corporation PFD SER B 7%) | 66.91% | 42.67% | 17.12% | 43.71% | 25.30% | NA | NA | 25.30% |
Data as of 07/03/2025, AR inception 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 | 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 18.66 | 42.67 | 17.12 | 43.71 | 25.30 | NA | NA | 25.30 | 66.91 | -36.27 | -16.14 | 86.03 | 3,433.93 | -89.07 | 9.25 | 9.25 | 9.25 | 9.25 | 4.52 |
| Sharpe Ratio | NA | 0.11 | 0.05 | 0.19 | 0.16 | NA | NA | 0.15 | 0.72 | -0.27 | -0.12 | 0.92 | 13.11 | -0.39 | 1.78 | 1.81 | 1.96 | 2.06 | 1.76 |
| Standard Deviation(%) | NA | 113.57 | 149.36 | 197.14 | 139.32 | NA | NA | 138.17 | 137.41 | 159.29 | 171.22 | 92.12 | 261.96 | 229.88 | 4.40 | 4.41 | 4.41 | 4.40 | 3.78 |
| Draw Down(%) | NA | 35.11 | 72.76 | 90.00 | 90.00 | NA | NA | 90.00 | 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 | 3.89 | 4.12 | 8.75 | 8.75 | 5.83 | 4.38 | 8.75 | 2.32 | 2.86 | 2.69 | 4.14 | 87.50 | 8.75 | 8.75 | 8.75 | 8.75 | 8.75 | 4.38 |
Data as of 07/03/2025, AR inception 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 |
22.20%
May 2015 - May 2025 |
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 |
53.68%
Dec 2017 - Dec 2022 |
23.18%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart