Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate | 10.61% | 1.26% | 15.42% | 15.08% | 16.25% | 10.79% | 11.03% | 10.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/16/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.61 | 15.42 | 15.08 | 16.25 | 10.79 | 11.03 | 10.78 | 10.61 | 1.26 | 20.70 | 25.85 | -3.93 | 15.93 | 18.84 | 17.87 | -2.15 | 11.50 | 9.74 | -0.40 | 5.33 | 20.96 | 10.86 | 5.33 | 12.65 | 17.82 | 2.59 | 11.32 | 14.68 | 5.55 | 14.05 | 21.45 | 1.24 | 2.76 |
| Sharpe Ratio | NA | 0.49 | 1.21 | 1.24 | 0.82 | NA | NA | 0.99 | 0.16 | 1.49 | 2.77 | -0.40 | 1.33 | 0.93 | 2.26 | -0.32 | 2.25 | 1.11 | -0.04 | 0.67 | 2.76 | 1.40 | 0.41 | 1.06 | 2.08 | 53.62 | 0.95 | 1.60 | 0.60 | 1.88 | 3.36 | 0.05 | 0.13 |
| Standard Deviation(%) | NA | 11.71 | 10.72 | 11.31 | 11.30 | NA | NA | 9.33 | 14.01 | 9.44 | 7.80 | 13.29 | 11.93 | 19.96 | 7.29 | 10.76 | 4.82 | 8.56 | 9.78 | 7.94 | 7.59 | 7.72 | 12.88 | 11.80 | 8.51 | 0.03 | 8.73 | 7.11 | 5.63 | 6.96 | 6.18 | 2.97 | 3.37 |
| Draw Down(%) | NA | 13.44 | 13.44 | 15.79 | 21.22 | NA | NA | 21.22 | 11.49 | 6.02 | 4.70 | 13.51 | 5.82 | 21.22 | 3.82 | 12.83 | 2.27 | 7.13 | 9.02 | 5.38 | 3.83 | 6.31 | 10.13 | 9.84 | 4.23 | 0.00 | 6.49 | 7.77 | 4.45 | 6.58 | 2.56 | 2.39 | 4.08 |
| Yield(%) | NA | 15.63 | 12.02 | 8.42 | 6.28 | NA | NA | 0.00 | NA | 9.98 | 13.63 | 7.29 | 4.86 | 2.85 | 3.54 | 5.10 | 5.08 | 4.25 | 2.66 | 4.15 | 4.14 | 3.71 | 2.09 | 1.31 | 1.76 | 2.55 | 6.23 | 10.00 | 3.36 | 2.66 | 2.96 | 4.65 | 3.39 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate |
4.11%
Mar 2017 - Mar 2020 |
4.09%
Mar 2015 - Mar 2020 |
7.34%
Mar 2010 - Mar 2020 |
8.58%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bank of America 401(k) Plan Tactical Asset Allocation Moderate |
17.54%
Dec 2018 - Dec 2021 |
17.09%
Mar 2020 - Mar 2025 |
11.99%
Apr 2003 - Apr 2013 |
11.89%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart