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

Annual Return

Over the past 3 years, BAC-P-K has had an average annual return of +5.38%, underperforming the benchmark SPY, which returned +19.27% annual.

Over the past 5 years, BAC-P-K has had an average annual return of +3.50%, underperforming the benchmark SPY, which returned +12.50% annual.

Since Jul 18, 2018, BAC-P-K has had an average annual return of +5.28%, underperforming the benchmark SPY, which returned +14.54% annual.

202620252024202320222021202020192018
+0.47%+5.21%+6.10%+13.23%-6.43%+0.87%+7.47%+15.48%+1.54%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.96%+0.52%-2.15%+2.75%-1.41%+0.33%-1.42%+0.47%
2025+0.73%+0.88%-1.59%-1.90%-1.80%+4.39%+1.59%+1.67%+0.65%+0.86%-0.32%+0.11%+5.21%
2024+1.13%-0%+0.99%-1.93%+2%+0.41%+0.93%+0.48%+1%+1.19%+0.12%-0.33%+6.10%
2023+8.63%-0.87%-2.72%+3.93%-1.97%+2.67%-1.26%-0.94%-2.43%-6.17%+10.07%+4.84%+13.23%
2022-0.04%-1.37%-0.24%-4.11%+2.78%-0.37%+2.59%-1.22%-5.18%-0.76%+5.95%-4.09%-6.43%
2021-0.73%-3.40%+4.68%+0.33%+0.87%+0.82%-1.31%+0.11%+0.80%+0.04%-2.00%+0.86%+0.87%
2020+1.66%-4.03%-2.96%+5.26%+0.86%-0.60%+4.68%-0.59%+1.16%-1.57%+1.63%+2.15%+7.47%
2019+1.73%+1.11%+3.17%+1.23%+0.04%+0.87%+2.98%+1.38%+2.38%-1.45%-0.70%+1.85%+15.48%
2018+0.56%+1.90%+0.49%-2.27%-2.68%+3.69%+1.54%

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

The maximum drawdown for the BAC-P-K was -20.43%, occurring on Mar 23, 2020. Recovery took 82 trading sessions.

The current BAC-P-K drawdown is -2.91%.

Since Jul 18, 2018 BAC-P-K has experienced the following drawdowns:

  • 20% or more: 1 time
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-20.43%Feb 10, 202029Mar 23, 202082Jul 20, 2020111
-11.74%Jul 7, 2021212May 9, 2022185Feb 2, 2023397
-10.45%Jun 30, 202385Oct 31, 202326Dec 7, 2023111
-5.95%Sep 28, 201847Dec 6, 201832Jan 24, 201979
-5.91%Feb 2, 202326Mar 13, 202376Jun 30, 2023102
-5.31%Feb 27, 202564May 30, 202526Jul 9, 202590
-4.87%Dec 17, 202046Feb 25, 202129Apr 8, 202175
-3.30%Sep 30, 201928Nov 7, 201937Jan 2, 202065
-3.24%Oct 7, 202017Oct 30, 202030Dec 14, 202047
-3.15%Mar 2, 202620Mar 30, 20267Apr 9, 202627
-2.96%Apr 17, 202636Jun 9, 2026OngoingOngoingOngoing
-2.72%Jan 6, 20254Jan 13, 20255Jan 21, 20259
-2.71%Apr 26, 202112May 12, 202113Jun 1, 202125
-2.59%Apr 5, 202417Apr 30, 202438Jun 25, 202455
-2.43%Oct 21, 202522Nov 20, 202529Jan 5, 202651
-2.40%Jul 31, 202026Sep 8, 202016Sep 30, 202042
-2.18%Oct 24, 202444Dec 27, 20244Jan 3, 202548
-1.95%Mar 28, 20191Mar 29, 201919Apr 26, 201920
-1.88%Apr 29, 201915May 20, 201920Jun 18, 201935
-1.82%Aug 31, 201811Sep 18, 20188Sep 28, 201819
-1.80%Jan 30, 202410Feb 13, 202426Mar 21, 202436
-1.79%Aug 29, 201910Sep 13, 20194Sep 19, 201914
-1.66%Jul 10, 20253Jul 15, 202521Aug 13, 202524
-1.21%Jan 30, 20191Jan 31, 20199Feb 13, 201910
-1.11%Jun 2, 20214Jun 8, 20216Jun 16, 202110