Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| The Bank of America 401(k) Plan Asset Allocation Composite Moderate | 10.46% | NA | 27.21% | 13.83% | 12.89% | 9.70% | 9.63% | 9.53% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Bank of America 401(k) Plan Asset Allocation Composite Moderate | 12/31/2000 | 02/27/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
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 (%) | 0.87 | 27.21 | 13.83 | 12.89 | 9.70 | 9.63 | 9.53 | 10.46 | NA | 18.12 | 21.39 | -2.03 | 7.53 | 15.81 | 17.87 | -2.77 | 15.38 | 9.59 | -3.55 | 4.59 | 18.35 | 13.11 | 1.35 | 9.21 | 22.91 | -4.91 | 10.43 | 12.61 | 6.01 | 12.20 | 21.33 | 10.15 | 8.65 |
| Sharpe Ratio | NA | 1.26 | 1.28 | 1.29 | 0.99 | NA | NA | 1.12 | 0.34 | 1.53 | 2.57 | -0.37 | 0.77 | 1.91 | 2.34 | -0.42 | 3.20 | 1.47 | -0.49 | 0.69 | 2.65 | 1.69 | 0.10 | 0.94 | 2.52 | -0.90 | 0.85 | 1.48 | 0.70 | 1.77 | 3.44 | 2.22 | 1.17 |
| Standard Deviation(%) | NA | 7.60 | 7.78 | 8.27 | 7.79 | NA | NA | 7.72 | 7.36 | 7.51 | 6.67 | 9.32 | 9.72 | 8.16 | 7.05 | 9.64 | 4.62 | 6.39 | 7.27 | 6.67 | 6.92 | 7.74 | 13.52 | 9.68 | 9.07 | 6.48 | 8.77 | 6.33 | 5.50 | 6.36 | 6.00 | 4.08 | 5.43 |
| Draw Down(%) | NA | 4.51 | 10.30 | 12.64 | 12.64 | NA | NA | 12.64 | 2.00 | 4.44 | 3.85 | 11.57 | 4.91 | 9.24 | 3.34 | 11.37 | 1.35 | 3.57 | 8.52 | 5.38 | 4.52 | 6.67 | 12.24 | 8.84 | 4.39 | 5.71 | 6.27 | 6.41 | 3.91 | 5.54 | 3.51 | 2.44 | 4.10 |
| Yield(%) | NA | 16.73 | 13.59 | 9.15 | 6.39 | NA | NA | 5.22 | NA | 4.61 | 17.17 | 12.89 | 5.18 | 2.64 | 2.69 | 4.24 | 4.38 | 4.06 | 1.98 | 3.89 | 1.86 | 3.94 | 2.43 | 1.44 | 5.42 | 3.96 | 5.62 | 5.08 | 2.66 | 3.61 | 3.27 | 8.14 | 8.82 |
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 Asset Allocation Composite Moderate |
3.16%
Oct 2013 - Oct 2016 |
4.40%
Dec 2013 - Dec 2018 |
7.27%
Oct 2013 - Oct 2023 |
7.51%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Bank of America 401(k) Plan Asset Allocation Composite Moderate |
14.46%
Dec 2001 - Dec 2004 |
13.33%
Oct 2002 - Oct 2007 |
11.25%
Apr 2001 - Apr 2011 |
10.01%
Jun 2009 - Jun 2024 |
Annualized Rolling Returns Comparison Chart