Performance analysis of Bank Of America (MER-P-K)
Annual Return
Over the past 3 years, MER-P-K has had an average annual return of +6.58%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, MER-P-K has had an average annual return of +4.95%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, MER-P-K has had an average annual return of +6.23%, underperforming the benchmark SPY, which returned +14.90% annual.
Since Sep 22, 2014, MER-P-K has had an average annual return of +6.40%, underperforming the benchmark SPY, which returned +13.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.24% | +5.85% | +8.04% | +8.49% | -1.04% | +5.28% | +6.33% | +13.70% | +2.77% | +10.54% | +5.22% | +6.97% |
| 2014 | |||||||||||
| +2.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.10% | +0.54% | +0.10% | +0.94% | -0.82% | +1.76% | -1.37% | +2.24% | |||||
| 2025 | +0.66% | +0.77% | +0.28% | -1.13% | -0.31% | +0.81% | +0.36% | +1.94% | +0.94% | +1.25% | -0.08% | +0.24% | +5.85% |
| 2024 | +1.66% | -0.93% | +0.99% | -0.51% | +0.79% | +0.92% | +1.47% | +0.82% | +0.47% | +3.13% | -0.68% | -0.29% | +8.04% |
| 2023 | +3.18% | -0.66% | -0.24% | +1.60% | -1.02% | +2.38% | -0.27% | -0.32% | +1.37% | -0.96% | +1.89% | +1.35% | +8.49% |
| 2022 | -0.15% | -1.53% | +1.66% | -1.22% | -1.96% | +2.57% | +0.31% | +0.19% | -1.84% | +1.60% | -0.79% | +0.23% | -1.04% |
| 2021 | +1.19% | -2.97% | +2.02% | +3.45% | -1.89% | +1.64% | +1.11% | -0.04% | -1.47% | +0.12% | -0.60% | +2.81% | +5.28% |
| 2020 | -1.41% | -2.19% | -2.69% | +4.85% | +0.92% | -0.42% | +2.83% | +0.45% | +0.29% | +0.04% | +0.15% | +3.60% | +6.33% |
| 2019 | +2.46% | +0.35% | +2.34% | +1.08% | -0.08% | +1.18% | +0.11% | -0.11% | +1.23% | +2.79% | -1.04% | +2.69% | +13.70% |
| 2018 | -1.88% | +0.79% | +0.74% | +0.40% | +0.86% | +1.69% | +0.77% | -0.38% | +0.80% | -1.82% | +0.24% | +0.60% | +2.77% |
| 2017 | +2.25% | +0.15% | +0.87% | +1.02% | -0.66% | +1.04% | +1.76% | +0.78% | +1.32% | -0.73% | -0.31% | +2.63% | +10.54% |
Drawdown analysis of Bank Of America (MER-P-K)
The maximum drawdown for the MER-P-K was -16.74%, occurring on Mar 23, 2020. Recovery took 54 trading sessions.
The current MER-P-K drawdown is -1.45%.
Since Sep 22, 2014 MER-P-K has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.74% | Jan 6, 2020 | 53 | Mar 23, 2020 | 54 | Jun 9, 2020 | 107 |
| -5.66% | Mar 29, 2022 | 28 | May 9, 2022 | 59 | Aug 3, 2022 | 87 |
| -5.50% | Aug 6, 2021 | 57 | Oct 27, 2021 | 35 | Dec 16, 2021 | 92 |
| -5.42% | Aug 4, 2022 | 56 | Oct 24, 2022 | 67 | Jan 31, 2023 | 123 |
| -4.03% | Dec 23, 2021 | 35 | Feb 14, 2022 | 30 | Mar 29, 2022 | 65 |
| -3.73% | Sep 18, 2018 | 22 | Oct 18, 2018 | 62 | Jan 18, 2019 | 84 |
| -3.43% | Jun 19, 2020 | 7 | Jun 30, 2020 | 29 | Aug 11, 2020 | 36 |
| -3.40% | Feb 5, 2016 | 4 | Feb 11, 2016 | 12 | Mar 1, 2016 | 16 |
| -3.39% | Jan 28, 2021 | 20 | Feb 26, 2021 | 9 | Mar 11, 2021 | 29 |
| -3.12% | Mar 25, 2025 | 40 | May 21, 2025 | 64 | Aug 22, 2025 | 104 |
| -3.00% | Sep 17, 2024 | 9 | Sep 30, 2024 | 23 | Oct 31, 2024 | 32 |
| -2.82% | Oct 13, 2020 | 11 | Oct 28, 2020 | 29 | Dec 9, 2020 | 40 |
| -2.79% | Apr 30, 2021 | 11 | May 17, 2021 | 19 | Jun 14, 2021 | 30 |
| -2.72% | Aug 18, 2020 | 3 | Aug 21, 2020 | 34 | Oct 9, 2020 | 37 |
| -2.72% | Sep 27, 2016 | 38 | Nov 18, 2016 | 48 | Jan 31, 2017 | 86 |
| -2.54% | Jan 6, 2025 | 4 | Jan 13, 2025 | 9 | Jan 27, 2025 | 13 |
| -2.52% | Jan 8, 2018 | 14 | Jan 29, 2018 | 50 | Apr 11, 2018 | 64 |
| -2.34% | Jun 22, 2021 | 14 | Jul 13, 2021 | 15 | Aug 3, 2021 | 29 |
| -2.26% | Dec 30, 2020 | 7 | Jan 11, 2021 | 5 | Jan 19, 2021 | 12 |
| -2.18% | Jan 31, 2023 | 27 | Mar 10, 2023 | 18 | Apr 5, 2023 | 45 |
| -2.17% | Jun 9, 2020 | 3 | Jun 12, 2020 | 2 | Jun 16, 2020 | 5 |
| -2.13% | Nov 8, 2024 | 28 | Dec 19, 2024 | 8 | Jan 2, 2025 | 36 |
| -2.09% | Mar 11, 2021 | 14 | Mar 31, 2021 | 16 | Apr 23, 2021 | 30 |
| -2.07% | Sep 28, 2023 | 15 | Oct 19, 2023 | 10 | Nov 2, 2023 | 25 |
| -2.03% | Sep 15, 2017 | 31 | Oct 30, 2017 | 33 | Dec 15, 2017 | 64 |