Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAC-PN (Bank of America Corporation) | -2.40% | 5.13% | 2.94% | -0.83% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAC-PN (Bank of America Corporation) | 09/12/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.13 | 2.94 | -0.83 | NA | NA | NA | … | … | -2.40 | 2.08 | 6.11 | 17.36 | -22.66 | 2.14 | 10.49 | 6.03 |
| Sharpe Ratio | NA | 0.35 | -0.08 | -0.27 | NA | NA | NA | … | … | -1.16 | -0.08 | 0.22 | 0.94 | -1.37 | 0.28 | 0.39 | 3.81 |
| Standard Deviation(%) | NA | 7.64 | 10.65 | 12.63 | NA | NA | NA | … | … | 6.81 | 10.04 | 11.14 | 14.78 | 17.65 | 7.59 | 26.19 | 5.32 |
| Draw Down(%) | NA | 6.58 | 14.87 | 25.02 | NA | NA | NA | … | … | 6.58 | 8.69 | 10.41 | 13.39 | 24.02 | 4.95 | 28.13 | 2.42 |
| Yield(%) | 0.00 | 6.29 | 5.81 | 4.59 | 3.49 | 2.32 | 1.74 | … | … | 2.98 | 5.74 | 5.82 | 6.33 | 4.71 | 4.62 | 5.83 | 1.24 |
Data as of 06/10/2026, Common starting date is 09/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PN (Bank of America Corporation) |
-4.46%
Oct 2020 – Oct 2023 |
-0.46%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAC-PN (Bank of America Corporation) |
8.44%
Oct 2022 – Oct 2025 |
3.22%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart