Performance analysis of Bank Of America (BAC-P-M)
Annual Return
Over the past 3 years, BAC-P-M has had an average annual return of +3.70%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, BAC-P-M has had an average annual return of +0.60%, underperforming the benchmark SPY, which returned +12.78% annual.
Since Jun 18, 2019, BAC-P-M has had an average annual return of +3.27%, underperforming the benchmark SPY, which returned +15.77% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.31% | +3.04% | +4.30% | +16.59% | -17.38% | +3.26% | +7.95% | +9.25% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.36% | +1.47% | -4.75% | +1.80% | -1.09% | +0.03% | -0.93% | -0.31% | |||||
| 2025 | +1.81% | +1.54% | -2.81% | -2.32% | -2.94% | +4.15% | +0.50% | +3.49% | +2.24% | +0.17% | -2.00% | -0.51% | +3.04% |
| 2024 | +3.96% | -0.48% | +2.04% | -4.97% | +2.57% | +0.87% | +1.08% | +3.18% | +2.76% | -1.43% | -1.92% | -3.04% | +4.30% |
| 2023 | +15.28% | -2.38% | -1.11% | +3.09% | -2.26% | +0.83% | -0.91% | -2.78% | -1.97% | -3.42% | +9.08% | +3.65% | +16.59% |
| 2022 | -2.39% | -1.88% | -0.27% | -11.08% | +5.28% | -1.72% | +7.06% | -2.94% | -7.54% | -1.48% | +6.53% | -6.76% | -17.38% |
| 2021 | -0.59% | -3.37% | +4.55% | +2.41% | +0.67% | +1.30% | -1.57% | -0.67% | -0.18% | +0.74% | -2.37% | +2.56% | +3.26% |
| 2020 | +0.57% | -2.62% | -5.71% | +6.51% | +2.74% | -1.91% | +6.03% | +0.83% | -0.99% | -1.48% | +3.15% | +1.26% | +7.95% |
| 2019 | -0.08% | +2.76% | +4.20% | +0.79% | +0.07% | +0.47% | +0.76% | +9.25% |
Drawdown analysis of Bank Of America (BAC-P-M)
The maximum drawdown for the BAC-P-M was -26.10%, occurring on Mar 23, 2020. Recovery took 83 trading sessions.
The current BAC-P-M drawdown is -5.38%.
Since Jun 18, 2019 BAC-P-M has experienced the following drawdowns:
- 20% or more: 2 times
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.10% | Feb 11, 2020 | 28 | Mar 23, 2020 | 83 | Jul 21, 2020 | 111 |
| -21.27% | Jun 24, 2021 | 345 | Nov 4, 2022 | 444 | Aug 14, 2024 | 789 |
| -11.78% | Oct 16, 2024 | 154 | May 30, 2025 | 71 | Sep 11, 2025 | 225 |
| -6.12% | Sep 16, 2025 | 47 | Nov 20, 2025 | 61 | Feb 20, 2026 | 108 |
| -6.01% | Feb 20, 2026 | 26 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -5.29% | Dec 17, 2020 | 46 | Feb 25, 2021 | 13 | Mar 16, 2021 | 59 |
| -4.45% | Oct 6, 2020 | 20 | Nov 3, 2020 | 25 | Dec 9, 2020 | 45 |
| -3.70% | Sep 9, 2019 | 5 | Sep 16, 2019 | 64 | Dec 16, 2019 | 69 |
| -2.89% | Apr 26, 2021 | 12 | May 12, 2021 | 12 | May 28, 2021 | 24 |
| -2.17% | Sep 18, 2020 | 4 | Sep 24, 2020 | 6 | Oct 2, 2020 | 10 |
| -1.98% | Mar 16, 2021 | 2 | Mar 18, 2021 | 12 | Apr 6, 2021 | 14 |
| -1.82% | Aug 27, 2020 | 7 | Sep 8, 2020 | 6 | Sep 16, 2020 | 13 |
| -1.34% | Sep 20, 2024 | 11 | Oct 7, 2024 | 7 | Oct 16, 2024 | 18 |
| -1.05% | Jan 2, 2020 | 8 | Jan 14, 2020 | 11 | Jan 30, 2020 | 19 |
| -0.97% | Jul 29, 2019 | 5 | Aug 5, 2019 | 4 | Aug 9, 2019 | 9 |
| -0.96% | Dec 9, 2020 | 1 | Dec 10, 2020 | 4 | Dec 16, 2020 | 5 |
| -0.91% | Jul 31, 2020 | 4 | Aug 6, 2020 | 6 | Aug 14, 2020 | 10 |
| -0.79% | Aug 20, 2019 | 2 | Aug 22, 2019 | 4 | Aug 28, 2019 | 6 |
| -0.73% | Aug 20, 2020 | 3 | Aug 25, 2020 | 2 | Aug 27, 2020 | 5 |
| -0.66% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.58% | Apr 16, 2021 | 4 | Apr 22, 2021 | 2 | Apr 26, 2021 | 6 |
| -0.56% | Aug 29, 2024 | 1 | Aug 30, 2024 | 2 | Sep 4, 2024 | 3 |
| -0.51% | Apr 7, 2021 | 3 | Apr 12, 2021 | 3 | Apr 15, 2021 | 6 |
| -0.44% | Jun 20, 2019 | 2 | Jun 24, 2019 | 6 | Jul 2, 2019 | 8 |
| -0.41% | Aug 29, 2019 | 1 | Aug 30, 2019 | 3 | Sep 5, 2019 | 4 |