Find A Portfolio/Ticker
Comparison Box
OFG: OFG Bancorp (STOCK)
Basic Info 37.28 0.54(1.43%) May 20
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/2000 |
Last Dividend Date: | 03/27/2024 |
12-Mo. Yield | 3.65% |
Expenses | - |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 0.2 | 55.2 | 17.5 | 16.7 | 10.2 | 11.9 | 3.2 | 4.5 | 40.2 | 6.5 | 45.6 | -19.8 | 45.3 | 78.3 | -27.2 | 83.8 | -54.6 | -2.0 | 31.9 | 12.5 | -3.0 | 15.6 | 78.5 | -54.9 | 3.6 | 4.8 | -56.3 | 10.2 | 4.5 | 32.1 | 39.8 | -19.8 |
Sharpe Ratio | NA | 0.02 | 1.77 | 0.5 | 0.36 | 0.21 | NA | NA | 0.07 | 1.17 | 0.18 | 1.16 | -0.29 | 1.32 | 1.95 | -0.67 | 1.72 | -0.93 | -0.08 | 1.27 | 0.44 | -0.08 | 0.38 | 0.67 | -0.66 | 0.01 | 0.06 | -1.12 | 0.36 | 0.12 | 0.84 | 0.99 | -0.48 |
Draw Down(%) | NA | 12.7 | 15.9 | 23.7 | 61.3 | 73.6 | NA | NA | 97.2 | 23.7 | 17.7 | 20.0 | 60.5 | 18.0 | 18.2 | 42.3 | 34.8 | 63.0 | 23.1 | 21.9 | 20.9 | 29.3 | 30.9 | 87.7 | 76.9 | 39.0 | 20.7 | 64.1 | 23.5 | 22.9 | 21.8 | 20.1 | 52.3 |
Standard Deviation(%) | NA | 26.8 | 29.4 | 30.6 | 43.0 | 43.6 | NA | NA | 48.0 | 31.0 | 29.3 | 39.3 | 69.2 | 33.1 | 39.5 | 41.4 | 48.4 | 58.7 | 25.8 | 25.2 | 28.8 | 37.6 | 41.0 | 116.7 | 83.9 | 38.5 | 23.4 | 52.0 | 25.6 | 31.7 | 37.0 | 38.5 | 49.5 |
Treynor Ratio | NA | 0.01 | 0.5 | 0.17 | 0.13 | 0.08 | NA | NA | 0.03 | 0.31 | 0.07 | 0.34 | -0.15 | 0.37 | 1.25 | -0.14 | 0.46 | -0.43 | -0.02 | 0.22 | 0.12 | -0.02 | 0.13 | 0.31 | -0.64 | 0.0 | 0.01 | -0.4 | 0.09 | 0.08 | 0.41 | 0.49 | -0.57 |
Alpha | NA | -0.07 | 0.09 | 0.04 | 0.02 | 0.01 | NA | NA | 0.02 | 0.05 | 0.09 | 0.04 | -0.12 | 0.04 | 0.27 | -0.25 | 0.2 | -0.26 | -0.05 | -0.04 | 0.0 | -0.01 | 0.01 | 0.23 | -0.05 | 0.01 | -0.04 | -0.3 | 0.01 | -0.02 | 0.2 | 0.2 | -0.04 |
Beta | NA | 0.86 | 1.04 | 0.89 | 1.17 | 1.16 | NA | NA | 1.12 | 1.16 | 0.75 | 1.34 | 1.36 | 1.18 | 0.61 | 1.99 | 1.82 | 1.27 | 0.97 | 1.44 | 1.05 | 1.25 | 1.24 | 2.5 | 0.86 | 1.26 | 1.13 | 1.46 | 1.04 | 0.49 | 0.75 | 0.77 | 0.42 |
RSquared | NA | 0.14 | 0.16 | 0.25 | 0.33 | 0.22 | NA | NA | 0.21 | 0.24 | 0.38 | 0.2 | 0.46 | 0.19 | 0.07 | 0.1 | 0.24 | 0.11 | 0.18 | 0.4 | 0.22 | 0.6 | 0.3 | 0.33 | 0.18 | 0.27 | 0.23 | 0.1 | 0.2 | 0.08 | 0.27 | 0.19 | 0.03 |
Yield(%) | N/A | 0.7 | 3.7 | 2.9 | 2.8 | 2.3 | 3.5 | 1.0 | N/A | 3.2 | 2.6 | 2.3 | 1.2 | 1.7 | 2.8 | 1.8 | 3.3 | 2.2 | 2.0 | 1.9 | 2.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -71.6 | 18.2 | 159.0 | 91.5 | 613.8 | N/A | N/A | N/A | 25.7 | 75.0 | 42.9 | 0.0 | 12.0 | 4.2 | 0.0 | -33.3 | 5.9 | 30.8 | 8.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2000
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to OFG
Related 401K Plans
1. ORIENTAL FINANCIAL GROUP, INC. CODA PROFIT SHARING PLAN | (Not Rated) |