Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bank of America 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 2.03% | 9.15% | 7.44% | 8.12% | 6.51% | 6.94% | 6.66% | 6.95% |
Data as of 02/28/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bank of America 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 05/15/2025 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 9.15 | 7.44 | 8.12 | 6.51 | 6.94 | 6.66 | 6.95 | 2.03 | 11.12 | 19.55 | -13.11 | 3.92 | 16.14 | 18.34 | -5.54 | 16.41 | 4.35 | 0.14 | 2.39 | 12.59 | 12.83 | -1.01 | 9.50 | 25.32 | -21.01 | 13.13 | 12.28 | 7.31 | 11.91 | 24.99 | -3.61 | 1.22 |
| Sharpe Ratio | NA | 0.04 | 0.57 | 0.62 | 0.47 | NA | NA | 0.61 | 0.21 | 0.52 | 1.85 | -1.10 | 0.42 | 0.86 | 2.53 | -0.74 | 4.01 | 0.46 | 0.01 | 0.36 | 2.04 | 2.10 | -0.10 | 1.21 | 2.29 | -1.39 | 1.40 | 1.52 | 1.13 | 1.77 | 3.54 | -0.51 | -0.14 |
| Standard Deviation(%) | NA | 10.95 | 10.56 | 10.48 | 10.46 | NA | NA | 9.32 | 14.01 | 8.65 | 8.25 | 13.18 | 9.36 | 18.47 | 6.69 | 9.31 | 3.94 | 8.94 | 8.30 | 6.65 | 6.15 | 6.09 | 10.24 | 7.77 | 11.00 | 15.83 | 7.25 | 5.94 | 4.53 | 6.20 | 6.86 | 9.22 | 7.91 |
| Draw Down(%) | NA | 10.59 | 13.11 | 22.58 | 22.58 | NA | NA | 30.65 | 9.98 | 4.32 | 5.14 | 20.07 | 5.79 | 22.41 | 3.28 | 12.41 | 1.23 | 8.96 | 8.75 | 5.91 | 6.10 | 5.38 | 10.93 | 6.28 | 13.43 | 30.27 | 5.03 | 6.59 | 3.27 | 6.00 | 6.85 | 14.69 | 10.73 |
| Yield(%) | NA | 7.30 | 4.86 | 4.34 | 3.92 | NA | NA | 4.35 | NA | 0.59 | 8.00 | 3.28 | 3.05 | 2.74 | 4.61 | 3.05 | 3.88 | 4.01 | 4.63 | 2.25 | 2.25 | 3.49 | 3.87 | 3.83 | 5.72 | 5.73 | 6.51 | 5.99 | 5.53 | 3.65 | 3.92 | 4.29 | 5.10 |
Data as of 02/28/2025, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bank of America 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-3.50%
Feb 2006 - Feb 2009 |
1.50%
Feb 2004 - Feb 2009 |
4.49%
Sep 2012 - Sep 2022 |
4.28%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bank of America 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
16.41%
Mar 2003 - Mar 2006 |
14.61%
Sep 2002 - Sep 2007 |
9.25%
Mar 2003 - Mar 2013 |
8.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart