Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPOPM (Popular Capital Trust II Pref) | 4.02% | 7.98% | 5.24% | 4.54% | 7.23% | 8.10% | 6.31% | … | … |
Data as of 06/10/2026, Common starting date is 01/13/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPOPM (Popular Capital Trust II Pref) | 01/13/2005 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 7.98 | 5.24 | 4.54 | 7.23 | 8.10 | 6.31 | … | … | 4.02 | 3.67 | 7.92 | 3.91 | -1.42 | 9.99 | -0.76 | 15.30 | 14.32 | 7.85 | 38.11 | -10.08 | 26.04 | -13.72 | 46.86 | -9.21 | 38.58 | -18.24 | -11.98 | -3.19 | -0.68 | 1.96 |
| Sharpe Ratio | NA | 0.60 | 0.15 | 0.11 | 0.34 | NA | NA | … | … | 0.54 | 0.10 | 0.43 | 0.01 | -0.17 | 0.76 | -0.03 | 0.98 | 1.14 | 0.47 | 1.65 | -0.39 | 1.27 | -0.58 | 1.93 | -0.24 | 1.12 | -0.19 | -0.30 | -0.37 | -0.19 | -0.01 |
| Standard Deviation(%) | NA | 7.49 | 10.33 | 13.72 | 16.27 | NA | NA | … | … | 8.01 | 7.75 | 10.03 | 17.98 | 16.85 | 13.03 | 29.17 | 14.10 | 11.42 | 15.27 | 22.91 | 26.04 | 20.54 | 23.74 | 24.50 | 39.23 | 34.41 | 98.38 | 42.85 | 17.34 | 21.18 | 16.92 |
| Draw Down(%) | NA | 2.30 | 6.01 | 16.88 | 26.12 | NA | NA | … | … | 2.30 | 4.22 | 3.71 | 12.61 | 8.81 | 7.85 | 26.12 | 7.44 | 3.37 | 10.64 | 8.56 | 19.79 | 9.52 | 24.66 | 8.01 | 27.15 | 18.82 | 71.12 | 32.65 | 12.73 | 12.52 | 10.11 |
| Yield(%) | 0.00 | 6.14 | 5.47 | 4.66 | 6.06 | 7.01 | 5.23 | … | … | 2.50 | 6.00 | 5.53 | 4.07 | 1.96 | 6.05 | 5.69 | 3.70 | 6.79 | 6.85 | 8.75 | 7.19 | 8.63 | 7.35 | 9.03 | 7.75 | 9.31 | 7.29 | 0.52 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/13/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOPM (Popular Capital Trust II Pref) |
-25.78%
Feb 2006 – Feb 2009 |
-8.43%
Feb 2005 – Feb 2010 |
2.26%
Dec 2005 – Dec 2015 |
5.38%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOPM (Popular Capital Trust II Pref) |
36.28%
Mar 2009 – Mar 2012 |
25.45%
Mar 2009 – Mar 2014 |
18.39%
Feb 2009 – Feb 2019 |
13.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart