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STRD vs. BAC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

STRD vs. BAC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MicroStrategy Incorporated (STRD) and Bank of America Corporation (BAC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


STRD

1D
-1.32%
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

BAC

1D
1.88%
1M
-1.43%
YTD
-4.04%
6M
-0.26%
1Y
21.73%
3Y*
25.15%
5Y*
6.41%
10Y*
16.29%
*Multi-year figures are annualized to reflect compound growth (CAGR)

STRD vs. BAC - Yearly Performance Comparison


Correlation

The correlation between STRD and BAC is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 29, 2026

-0.50

Fundamentals

Market Cap

STRD:

$23.35B

BAC:

$389.27B

EPS

STRD:

-$38.95

BAC:

$4.19

PS Ratio

STRD:

44.56

BAC:

2.27

PB Ratio

STRD:

0.64

BAC:

1.41

Total Revenue (TTM)

STRD:

$490.47M

BAC:

$174.85B

Gross Profit (TTM)

STRD:

$334.08M

BAC:

$110.47B

EBITDA (TTM)

STRD:

$520.73M

BAC:

$41.74B

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Return for Risk

STRD vs. BAC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

STRD

BAC
BAC Risk / Return Rank: 6666
Overall Rank
BAC Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
BAC Sortino Ratio Rank: 6464
Sortino Ratio Rank
BAC Omega Ratio Rank: 6262
Omega Ratio Rank
BAC Calmar Ratio Rank: 6464
Calmar Ratio Rank
BAC Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

STRD vs. BAC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MicroStrategy Incorporated (STRD) and Bank of America Corporation (BAC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

STRD vs. BAC - Sharpe Ratio Comparison


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Sharpe Ratios by Period


STRDBACDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

-3.27

0.20

-3.47

Drawdowns

STRD vs. BAC - Drawdown Comparison

The maximum STRD drawdown since its inception was -3.67%, smaller than the maximum BAC drawdown of -93.10%. Use the drawdown chart below to compare losses from any high point for STRD and BAC.


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Drawdown Indicators


STRDBACDifference

Max Drawdown

Largest peak-to-trough decline

-3.67%

-93.10%

+89.43%

Max Drawdown (1Y)

Largest decline over 1 year

-17.93%

Max Drawdown (3Y)

Largest decline over 3 years

-27.51%

Max Drawdown (5Y)

Largest decline over 5 years

-46.64%

Max Drawdown (10Y)

Largest decline over 10 years

-48.95%

Current Drawdown

Current decline from peak

-3.67%

-7.81%

+4.14%

Average Drawdown

Average peak-to-trough decline

-3.16%

-28.32%

+25.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.91%

Volatility

STRD vs. BAC - Volatility Comparison


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Volatility by Period


STRDBACDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.54%

Volatility (6M)

Calculated over the trailing 6-month period

16.12%

Volatility (1Y)

Calculated over the trailing 1-year period

35.85%

21.33%

+14.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.85%

26.85%

+9.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.85%

30.69%

+5.16%

Dividends

STRD vs. BAC - Dividend Comparison

STRD has not paid dividends to shareholders, while BAC's dividend yield for the trailing twelve months is around 2.10%.


PositionTTM20252024202320222021202020192018201720162015
BAC
Bank of America Corporation
2.10%1.96%2.28%2.73%2.60%1.75%2.38%1.87%2.19%1.32%1.13%1.19%
STRD
MicroStrategy Incorporated
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

STRD vs. BAC - Financials Comparison

This section allows you to compare key financial metrics between MicroStrategy Incorporated and Bank of America Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0010.00B20.00B30.00B40.00B50.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026
124.30M
30.27B
(STRD) Total Revenue
(BAC) Total Revenue
Values in USD except per share items

Frequently Asked Questions


STRD and BAC have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

Find the right allocation for STRD and BAC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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