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Performance analysis of Bank Of America (BAC-P-E)

Annual Return

Over the past 3 years, BAC-P-E has had an average annual return of +2.74%, underperforming the benchmark SPY, which returned +19.31% annual.

Over the past 5 years, BAC-P-E has had an average annual return of -0.65%, underperforming the benchmark SPY, which returned +12.78% annual.

Over the past 10 years, BAC-P-E has had an average annual return of +2.68%, underperforming the benchmark SPY, which returned +14.91% annual.

Since Dec 28, 2006, BAC-P-E has had an average annual return of +3.87%, underperforming the benchmark SPY, which returned +10.82% annual.

202620252024202320222021202020192018201720162015
+2.25%-16.10%+10.61%+33.88%-24.85%+5.13%+8.22%+29.86%-12.61%+13.94%+1.95%+14.78%
201420132012201120102009200820072006
+6.56%-3.00%+40.92%-7.69%+8.58%+62.22%-35.46%-14.63%-1.96%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+8.52%+0.50%-8.29%+5.24%-0.88%-1.20%-0.80%+2.25%
2025+0.37%+2.59%-8.49%+0.65%+0%-1.55%-0.21%+0.70%+1.92%-0.74%-6.89%-5.09%-16.10%
2024+0.93%+3.26%+0.30%-0.62%+5.51%-3.29%+1.83%+1.23%+2.14%+2.57%-0.12%-3.25%+10.61%
2023+16.39%-0.14%+1.28%-2.82%-1.47%+3%+3.74%-1.76%-2.67%+0.11%+7.10%+8.43%+33.88%
2022-5.34%-5.14%-1.32%-1.89%-5.52%-4.97%+7.88%-5.72%-1.17%-3.17%+8.43%-8.77%-24.85%
2021+1.61%-3.54%+2.65%+1.43%+0.39%+0.27%+3.18%-2.65%+0.12%+0.61%-1.58%+2.77%+5.13%
2020+2.57%-6.47%-7.95%+10.04%+0.09%+0.30%+7.46%+0.20%+0.60%-0.17%+0.77%+1.81%+8.22%
2019+7.95%+3.39%+1.79%+2.78%-0.76%+0.18%+2.84%+4.20%+2.29%+0.76%+0.83%+0.45%+29.86%
2018+1.04%-2.06%+0.90%+1.86%+0.21%+3.03%-0.02%+0.28%-0.08%-3.40%-14.05%+0.05%-12.61%
2017+2.59%+1.86%+3.15%+0.89%+1.90%+2.19%+4.42%-0.12%-0.72%-2.65%-3.31%+3.25%+13.94%

Drawdown analysis of Bank Of America (BAC-P-E)

The maximum drawdown for the BAC-P-E was -84.61%, occurring on Feb 23, 2009. Recovery took 565 trading sessions.

The current BAC-P-E drawdown is -17.53%.

Since Dec 28, 2006 BAC-P-E has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 2 times
  • 20% or more: 7 times
  • 10% or more: 9 times
DepthStartTo BottomBottomTo RecoverEndTotal
-84.61%Feb 28, 2007500Feb 23, 2009565May 19, 20111065
-35.26%May 19, 201195Oct 4, 201186Feb 7, 2012181
-29.06%Feb 6, 202031Mar 23, 202084Jul 22, 2020115
-27.14%Jul 30, 2021308Oct 19, 2022316Jan 24, 2024624
-23.29%Sep 4, 201877Dec 24, 2018159Aug 13, 2019236
-20.99%May 17, 2013150Dec 19, 2013483Nov 19, 2015633
-20.37%Nov 5, 2024286Dec 29, 2025OngoingOngoingOngoing
-17.85%Mar 8, 201260Jun 4, 201277Sep 21, 2012137
-17.37%Oct 17, 201641Dec 14, 2016387Jun 29, 2018428
-8.30%Jan 5, 201626Feb 11, 201647Apr 20, 201673
-5.87%Dec 1, 20159Dec 14, 201512Dec 31, 201521
-4.97%Jan 11, 201322Feb 13, 201318Mar 12, 201340
-4.04%Oct 17, 201248Dec 28, 20125Jan 7, 201353
-3.95%May 31, 20247Jun 11, 202445Aug 15, 202452
-3.54%Jan 29, 202119Feb 26, 202126Apr 6, 202145
-2.78%Apr 9, 20244Apr 15, 202410Apr 29, 202414
-2.69%Sep 23, 202410Oct 7, 202418Oct 31, 202428
-2.64%Sep 14, 20207Sep 23, 20204Sep 29, 202011
-2.63%Oct 10, 20162Oct 12, 20162Oct 14, 20164
-2.38%Sep 27, 20123Oct 2, 20126Oct 10, 20129
-2.34%Feb 29, 20242Mar 4, 202413Mar 21, 202415
-2.33%Dec 21, 202013Jan 11, 20216Jan 20, 202119
-2.31%Apr 5, 201311Apr 22, 201313May 9, 201324
-2.20%Jul 8, 20166Jul 18, 201624Aug 19, 201630
-2.11%Oct 23, 201933Dec 10, 20195Dec 17, 201938