Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BML-PG (Bank of America Corporation) | 7.21% | -1.07% | 5.88% | 3.13% | 4.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BML-PG (Bank of America Corporation) | 06/19/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | -1.07 | 5.88 | 3.13 | 4.73 | NA | NA | … | … | 7.21 | -11.35 | 15.35 | 16.23 | -15.91 | 8.44 | 9.47 | 20.46 | -11.61 | 12.20 | 13.59 | 3.90 | 9.42 | -1.92 | 8.01 |
| Sharpe Ratio | NA | -0.33 | 0.29 | 0.05 | 0.18 | NA | NA | … | … | 1.97 | -1.32 | 1.21 | 0.96 | -0.87 | 0.83 | 0.23 | 1.64 | -1.24 | 1.14 | 0.77 | 0.47 | 1.02 | -0.13 | 1.19 |
| Standard Deviation(%) | NA | 9.08 | 10.29 | 13.21 | 17.66 | NA | NA | … | … | 9.01 | 10.84 | 9.66 | 13.15 | 19.89 | 10.09 | 40.55 | 11.57 | 10.49 | 10.17 | 17.33 | 8.31 | 9.24 | 15.60 | 13.14 |
| Draw Down(%) | NA | 11.48 | 15.51 | 26.71 | 38.77 | NA | NA | … | … | 5.46 | 15.51 | 4.83 | 8.22 | 25.37 | 5.98 | 38.77 | 4.52 | 19.39 | 5.04 | 14.69 | 6.45 | 6.20 | 25.90 | 5.73 |
| Yield(%) | 0.00 | 6.05 | 7.22 | 5.58 | 5.13 | 4.97 | 3.73 | … | … | 3.15 | 6.05 | 7.62 | 7.77 | 3.37 | 3.32 | 3.49 | 4.41 | 3.53 | 3.83 | 4.15 | 4.13 | 4.31 | 4.10 | 2.17 |
Data as of 06/04/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BML-PG (Bank of America Corporation) |
-2.83%
Apr 2013 – Apr 2016 |
-0.72%
Jun 2017 – Jun 2022 |
2.66%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BML-PG (Bank of America Corporation) |
12.66%
Dec 2018 – Dec 2021 |
8.76%
Jul 2012 – Jul 2017 |
6.94%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart