Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPOPO (Popular Inc) | 2.97% | 7.03% | 8.88% | 5.97% | 10.36% | 9.65% | 7.29% | … | … |
Data as of 06/04/2026, Common starting date is 07/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPOPO (Popular Inc) | 07/16/2003 | 06/04/2026 |
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 7.03 | 8.88 | 5.97 | 10.36 | 9.65 | 7.29 | … | … | 2.97 | 8.51 | 7.74 | 5.85 | 1.25 | 7.54 | 5.85 | 22.62 | 8.46 | 7.21 | 27.72 | 0.04 | 14.05 | 5.31 | 63.95 | -17.08 | 65.53 | -27.63 | -29.36 | 1.47 | 6.56 | 6.78 | 6.26 | 1.60 |
| Sharpe Ratio | NA | 0.92 | 0.47 | 0.16 | 0.26 | NA | NA | … | … | 0.90 | 0.46 | 0.31 | 0.06 | -0.02 | 0.62 | 0.07 | 1.63 | 0.33 | 0.43 | 1.15 | 0.00 | 0.71 | 0.17 | 1.85 | -0.50 | 0.85 | -0.18 | -0.59 | -0.12 | 0.21 | 0.34 | 0.50 | 0.24 |
| Standard Deviation(%) | NA | 9.05 | 13.94 | 21.29 | 32.11 | NA | NA | … | … | 7.24 | 12.30 | 13.39 | 39.96 | 11.21 | 12.17 | 81.40 | 12.94 | 21.75 | 15.47 | 23.98 | 27.80 | 19.78 | 30.84 | 34.94 | 34.57 | 76.89 | 155.42 | 51.22 | 13.90 | 14.92 | 13.41 | 10.46 | 11.73 |
| Draw Down(%) | NA | 3.02 | 7.63 | 20.79 | 51.30 | NA | NA | … | … | 2.45 | 3.40 | 5.46 | 20.79 | 3.73 | 4.06 | 51.30 | 3.25 | 10.10 | 5.35 | 12.31 | 15.38 | 10.80 | 26.78 | 13.05 | 30.66 | 29.68 | 67.24 | 37.77 | 9.52 | 7.52 | 8.79 | 5.46 | 3.86 |
| Yield(%) | 0.00 | 6.38 | 6.58 | 5.91 | 8.65 | 8.46 | 6.04 | … | … | 2.65 | 6.48 | 6.03 | 6.36 | 5.63 | 5.77 | 6.19 | 6.78 | 7.17 | 7.09 | 8.43 | 7.77 | 8.21 | 8.00 | 12.00 | 9.17 | 1.24 | 5.00 | 6.64 | 6.24 | 6.24 | 6.27 | 6.26 | 2.58 |
Data as of 06/04/2026, Common starting date is 07/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOPO (Popular Inc) |
-32.87%
Oct 2006 – Oct 2009 |
-19.67%
Oct 2004 – Oct 2009 |
2.91%
Jan 2006 – Jan 2016 |
6.35%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOPO (Popular Inc) |
58.18%
Oct 2009 – Oct 2012 |
36.66%
Oct 2009 – Oct 2014 |
24.06%
Oct 2009 – Oct 2019 |
17.12%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison Chart