Performance analysis of Bank Of America (BML-P-J)
Annual Return
Over the past 3 years, BML-P-J has had an average annual return of +4.52%, underperforming the benchmark SPY, which returned +18.95% annual.
Over the past 5 years, BML-P-J has had an average annual return of +0.81%, underperforming the benchmark SPY, which returned +12.38% annual.
Over the past 10 years, BML-P-J has had an average annual return of +3.43%, underperforming the benchmark SPY, which returned +14.88% annual.
Since Sep 22, 2014, BML-P-J has had an average annual return of +4.38%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.51% | -7.55% | +11.31% | +24.25% | -21.90% | +4.73% | +13.60% | +17.74% | -7.40% | +2.59% | +15.01% | +11.71% |
| 2014 | |||||||||||
| -5.10% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.43% | -3.75% | -4.27% | +5.20% | +2.13% | -0.44% | -1.34% | +2.51% | |||||
| 2025 | -0.09% | +3.91% | -0.17% | -3.80% | -0.81% | -1.50% | -1.16% | +1.23% | -1.55% | +1% | -4.56% | -0.05% | -7.55% |
| 2024 | +0.18% | +3.76% | +0.45% | -1.37% | +4.59% | -0.44% | +1.23% | +0.50% | +6.93% | -0.78% | +1.21% | -4.98% | +11.31% |
| 2023 | +13.84% | -2.00% | +4.26% | -1.28% | -4.47% | +0.50% | +6.01% | -0.11% | -0.05% | -0.90% | +6.78% | +0.64% | +24.25% |
| 2022 | -3.88% | -8.30% | -2.96% | -2.68% | -3.56% | +1.04% | +5.43% | -6.47% | -4.92% | +0.27% | +5.66% | -3.06% | -21.90% |
| 2021 | -1.41% | -3.57% | +7.82% | +0.04% | -0.94% | +1.26% | +0.78% | -0.26% | +1.22% | -0.97% | -2.99% | +4.16% | +4.73% |
| 2020 | +7.37% | -7.23% | -10.52% | +4.47% | +8.10% | +0.22% | +6.60% | +1.90% | -0.08% | +0.52% | -0.03% | +3.25% | +13.60% |
| 2019 | +1.25% | +2.87% | -2.30% | +4.75% | +0.90% | +0.27% | +3.89% | +3.65% | -2.24% | +0.84% | +2% | +0.82% | +17.74% |
| 2018 | -0.73% | +0.83% | +3.33% | -2.13% | +4.28% | +2.69% | -1.37% | +2.57% | -1.33% | -5.02% | -11.38% | +1.67% | -7.40% |
| 2017 | -4.47% | +5.36% | +0.09% | +0.64% | +2.22% | +0.29% | +1.40% | -1.15% | -0.25% | -2.46% | -0.82% | +2.06% | +2.59% |
Drawdown analysis of Bank Of America (BML-P-J)
The maximum drawdown for the BML-P-J was -34.66%, occurring on Mar 23, 2020. Recovery took 96 trading sessions.
The current BML-P-J drawdown is -10.14%.
Since Sep 22, 2014 BML-P-J has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.66% | Feb 14, 2020 | 25 | Mar 23, 2020 | 96 | Aug 7, 2020 | 121 |
| -26.31% | Nov 3, 2021 | 252 | Nov 3, 2022 | 342 | Mar 18, 2024 | 594 |
| -23.09% | Aug 31, 2018 | 77 | Dec 21, 2018 | 187 | Sep 20, 2019 | 264 |
| -14.85% | Dec 6, 2024 | 327 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -10.08% | Jan 4, 2017 | 11 | Jan 20, 2017 | 78 | May 12, 2017 | 89 |
| -9.48% | Sep 28, 2016 | 31 | Nov 10, 2016 | 36 | Jan 4, 2017 | 67 |
| -9.48% | Nov 27, 2015 | 51 | Feb 11, 2016 | 26 | Mar 21, 2016 | 77 |
| -7.90% | Nov 17, 2014 | 26 | Dec 24, 2014 | 54 | Mar 16, 2015 | 80 |
| -5.63% | Sep 23, 2019 | 13 | Oct 10, 2019 | 61 | Jan 8, 2020 | 74 |
| -5.02% | Mar 30, 2016 | 8 | Apr 11, 2016 | 10 | Apr 25, 2016 | 18 |
| -4.96% | May 12, 2017 | 140 | Nov 30, 2017 | 81 | Mar 29, 2018 | 221 |
| -4.93% | Dec 31, 2020 | 38 | Feb 26, 2021 | 12 | Mar 16, 2021 | 50 |
| -4.60% | Aug 12, 2015 | 8 | Aug 24, 2015 | 40 | Oct 20, 2015 | 48 |
| -3.62% | May 14, 2015 | 37 | Jul 8, 2015 | 23 | Aug 10, 2015 | 60 |
| -3.17% | Sep 24, 2014 | 16 | Oct 16, 2014 | 21 | Nov 14, 2014 | 37 |
| -3.17% | Jun 27, 2018 | 10 | Jul 12, 2018 | 30 | Aug 23, 2018 | 40 |
| -2.93% | Mar 29, 2018 | 18 | Apr 25, 2018 | 13 | May 14, 2018 | 31 |
| -2.84% | Apr 13, 2021 | 26 | May 19, 2021 | 50 | Jul 30, 2021 | 76 |
| -2.69% | Oct 15, 2024 | 9 | Oct 28, 2024 | 27 | Dec 5, 2024 | 36 |
| -2.61% | Apr 28, 2015 | 6 | May 6, 2015 | 5 | May 13, 2015 | 11 |
| -2.55% | Sep 16, 2020 | 5 | Sep 23, 2020 | 4 | Sep 29, 2020 | 9 |
| -2.54% | Mar 21, 2024 | 27 | Apr 30, 2024 | 3 | May 3, 2024 | 30 |
| -2.19% | Jun 25, 2024 | 20 | Jul 24, 2024 | 17 | Aug 16, 2024 | 37 |
| -2.03% | Aug 5, 2016 | 4 | Aug 11, 2016 | 5 | Aug 18, 2016 | 9 |
| -2.00% | May 17, 2016 | 2 | May 19, 2016 | 4 | May 25, 2016 | 6 |