Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPOPN (Popular Capital Trust I PFD 6.70% GTD) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 11/09/2021, Common starting date is 12/03/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPOPN (Popular Capital Trust I PFD 6.70% GTD) | 12/03/2003 | 11/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | -5.79 | 5.44 | 5.23 | 1.21 | 24.30 | -14.98 | 19.41 | -20.79 | 38.57 | -15.22 | 21.97 | -25.56 | -10.89 | -2.88 | 3.88 | -3.10 | 2.30 | 1.00 |
| Sharpe Ratio | NA | -0.01 | 0.26 | 0.38 | 0.60 | NA | NA | … | … | 0.21 | -0.20 | 0.36 | 0.36 | 0.05 | 1.53 | -0.82 | 1.28 | -1.03 | 2.24 | -0.45 | 0.71 | -0.34 | -0.38 | -0.70 | 0.04 | -0.27 | 0.12 | 1.38 |
| Standard Deviation(%) | NA | 17.80 | 20.84 | 17.60 | 17.97 | NA | NA | … | … | 18.24 | 29.48 | 11.32 | 10.83 | 11.38 | 15.67 | 18.23 | 15.21 | 20.13 | 17.38 | 33.62 | 31.02 | 75.63 | 31.26 | 8.49 | 13.95 | 19.59 | 11.26 | 10.36 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 25.11 | 8.96 | 3.08 | 7.74 | 6.02 | 21.14 | 9.19 | 24.13 | 5.12 | 28.64 | 21.12 | 55.92 | 25.96 | 5.35 | 5.78 | 9.17 | 4.78 | 1.18 |
| Yield(%) | 0.00 | 5.79 | 6.51 | 6.80 | 9.02 | 6.62 | 5.96 | … | … | 4.92 | 6.30 | 6.63 | 6.93 | 7.00 | 8.60 | 7.32 | 8.83 | 7.00 | 9.46 | 8.08 | 10.03 | 7.47 | 6.68 | 6.58 | 6.71 | 6.50 | 6.09 | 0.56 |
Data as of 11/09/2021, Common starting date is 12/03/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOPN (Popular Capital Trust I PFD 6.70% GTD) |
-15.67%
Mar 2006 – Mar 2009 |
-7.55%
Mar 2004 – Mar 2009 |
4.59%
Jul 2005 – Jul 2015 |
7.55%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOPN (Popular Capital Trust I PFD 6.70% GTD) |
33.54%
Jul 2009 – Jul 2012 |
21.31%
Mar 2009 – Mar 2014 |
17.18%
Jul 2009 – Jul 2019 |
8.65%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart