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

Annual Return

Over the past 3 years, BAC-P-L has had an average annual return of +8.73%, underperforming the benchmark SPY, which returned +18.99% annual.

Over the past 5 years, BAC-P-L has had an average annual return of +3.35%, underperforming the benchmark SPY, which returned +12.39% annual.

Over the past 10 years, BAC-P-L has had an average annual return of +6.44%, underperforming the benchmark SPY, which returned +14.88% annual.

Since Sep 22, 2014, BAC-P-L has had an average annual return of +6.88%, underperforming the benchmark SPY, which returned +13.58% annual.

202620252024202320222021202020192018201720162015
+5.59%+8.84%+7.35%+10.56%-14.84%+0.11%+10.35%+21.77%+0.50%+19.63%+13.47%+0.18%
2014
+2.92%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.48%-0.24%-4.14%+4.19%-1.35%+4%+3.79%+5.59%
2025+0.39%+1.23%-0.36%-3.81%-0.78%+4.48%+2.09%+2.22%+2.64%-0.08%-0.69%+1.43%+8.84%
2024+1.04%-2.78%+2.35%-3.66%+3.39%+0.61%+1.62%+4.17%+2.09%-1.59%+0.77%-0.57%+7.35%
2023+7.26%-4.05%-0.65%+1.38%-1.44%+1.98%+3.94%-4.85%-2.45%-5.31%+6.44%+9.12%+10.56%
2022-2.58%-6.42%+0.99%-7.29%+3.53%-2.95%+3.28%-1.34%-2.96%-1.07%+4.99%-3.32%-14.84%
2021-3.68%-4.93%+1.83%+1.28%-0.73%+2.03%+4.49%-0.78%-0.51%-0.71%-0.99%+3.20%+0.11%
2020+8.53%-4.62%-14.39%+9.20%-1.30%-0.31%+11.68%-0.27%+0.74%-1.41%+1.10%+3.61%+10.35%
2019+3.25%+0.22%+1.85%+1.44%+0.72%+4.51%+3.32%+3.99%+2.94%+1.16%-2.41%-0.89%+21.77%
2018-4.32%+1.39%+2.20%-1.23%-0.59%+0.21%+1.74%+2.89%+0.27%-1.77%+0.68%-0.73%+0.50%
2017+2.18%-0.19%+1.94%+1.54%+2.28%+3.14%+2.86%+1.54%+0.12%-0.34%+1.62%+1.45%+19.63%

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

The maximum drawdown for the BAC-P-L was -32.65%, occurring on Mar 18, 2020. Recovery took 170 trading sessions.

The current BAC-P-L drawdown is -0.26%.

Since Sep 22, 2014 BAC-P-L has experienced the following drawdowns:

  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 2 times
DepthStartTo BottomBottomTo RecoverEndTotal
-32.65%Feb 20, 202019Mar 18, 2020170Nov 17, 2020189
-20.80%Sep 8, 2021536Oct 25, 2023223Sep 16, 2024759
-8.80%Oct 25, 201614Nov 14, 201695Apr 3, 2017109
-8.74%Dec 21, 202045Feb 26, 2021131Sep 2, 2021176
-7.61%Dec 15, 201745Feb 22, 2018125Aug 21, 2018170
-6.64%Apr 10, 2015107Sep 11, 201580Jan 6, 2016187
-6.60%Feb 26, 202532Apr 11, 202566Jul 18, 202598
-5.84%Feb 6, 202634Mar 27, 202656Jun 17, 202690
-5.17%Sep 27, 202472Jan 13, 202530Feb 26, 2025102
-4.85%Jan 6, 201625Feb 11, 201625Mar 18, 201650
-4.01%Jul 5, 201621Aug 3, 201624Sep 7, 201645
-3.73%Oct 31, 20198Nov 12, 201942Jan 14, 202050
-3.36%Sep 28, 201859Dec 24, 201815Jan 16, 201974
-3.19%May 13, 201611May 31, 201612Jun 16, 201623
-2.82%Jan 9, 201544Mar 16, 201518Apr 10, 201562
-2.71%Oct 16, 202525Nov 20, 202530Jan 6, 202655
-2.57%Sep 7, 20166Sep 15, 201627Oct 24, 201633
-2.43%Nov 17, 20208Nov 30, 202011Dec 15, 202019
-2.20%Aug 29, 20193Sep 4, 201911Sep 19, 201914
-2.11%Sep 17, 202517Oct 10, 20253Oct 15, 202520
-1.98%Jan 6, 20269Jan 20, 20262Jan 22, 202611
-1.85%Jun 20, 20177Jun 29, 20173Jul 5, 201710
-1.80%Sep 27, 20178Oct 9, 20176Oct 17, 201714
-1.78%Aug 15, 20195Aug 22, 20193Aug 27, 20198
-1.73%Sep 23, 201418Oct 17, 201415Nov 7, 201433