Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBP (First BanCorp.) | 17.10% | 22.55% | 30.63% | 17.32% | 21.62% | 12.85% | -18.87% | … | … |
Data as of 06/03/2026, Common starting date is 01/13/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBP (First BanCorp.) | 01/13/1987 | 06/03/2026 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.59 | 22.55 | 30.63 | 17.32 | 21.62 | 12.85 | -18.87 | … | … | 17.10 | 15.48 | 16.91 | 40.54 | -1.62 | 54.20 | -10.36 | 24.82 | 69.19 | -22.84 | 103.38 | -44.63 | -5.17 | 35.15 | 31.23 | -96.63 | -79.95 | -78.72 | 57.20 | -21.33 | -21.03 | -20.58 | 62.27 | 77.54 | -19.32 | 23.10 | 16.56 | -31.26 | 77.25 | 31.01 | 16.20 | 91.79 | 5.26 | 137.50 | 133.33 | 8.00 | -34.21 | 7.04 | 29.09 | -38.20 |
| Sharpe Ratio | NA | 0.84 | 0.98 | 0.46 | 0.51 | NA | NA | … | … | 1.73 | 0.45 | 0.45 | 1.10 | -0.08 | 1.57 | -0.14 | 0.91 | 2.57 | -0.69 | 1.89 | -0.84 | -0.13 | 0.96 | 0.67 | -0.35 | -0.70 | -0.76 | 0.63 | -0.52 | -0.76 | -0.27 | 2.27 | 2.56 | -0.40 | 0.56 | 0.38 | -1.11 | 2.24 | 0.96 | 0.46 | 3.03 | 0.08 | 2.99 | 2.35 | 0.07 | -0.55 | 0.03 | 0.66 | -0.74 |
| Standard Deviation(%) | NA | 25.03 | 29.11 | 32.12 | 39.51 | NA | NA | … | … | 26.88 | 28.10 | 29.60 | 33.94 | 38.81 | 34.43 | 77.65 | 25.74 | 26.57 | 34.10 | 54.54 | 53.00 | 38.66 | 36.73 | 47.00 | 280.10 | 114.83 | 103.73 | 88.54 | 47.02 | 32.11 | 83.34 | 26.95 | 30.03 | 51.63 | 37.62 | 32.17 | 31.14 | 33.00 | 28.35 | 26.75 | 28.98 | 26.90 | 45.06 | 55.12 | 62.11 | 72.32 | 36.46 | 36.62 | 58.14 |
| Draw Down(%) | NA | 13.83 | 22.87 | 32.38 | 67.82 | NA | NA | … | … | 12.05 | 19.39 | 16.89 | 26.29 | 26.02 | 15.89 | 64.56 | 20.89 | 16.16 | 33.43 | 36.00 | 54.60 | 28.59 | 41.23 | 33.94 | 97.72 | 93.48 | 86.03 | 45.56 | 54.33 | 33.27 | 59.14 | 18.64 | 13.04 | 46.49 | 24.58 | 20.58 | 35.61 | 27.23 | 17.18 | 17.53 | 26.04 | 23.40 | 31.11 | 12.20 | 13.79 | 42.50 | 18.28 | 23.08 | 59.83 |
| Yield(%) | 0.83 | 3.77 | 5.71 | 4.63 | 8.16 | 4.71 | 0.58 | … | … | 1.91 | 3.92 | 3.91 | 4.35 | 3.26 | 3.44 | 1.90 | 1.64 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.27 | 3.70 | 2.91 | 2.24 | 0.87 | 1.22 | 1.82 | 2.13 | 2.24 | 2.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 01/13/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBP (First BanCorp.) |
-89.47%
Sep 2008 – Sep 2011 |
-73.79%
Sep 2006 – Sep 2011 |
-50.49%
Jul 2005 – Jul 2015 |
-36.31%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBP (First BanCorp.) |
66.97%
Oct 1990 – Oct 1993 |
42.47%
Jan 1991 – Jan 1996 |
29.63%
Jan 1991 – Jan 2001 |
28.79%
Jul 1990 – Jul 2005 |
Annualized Rolling Returns Comparison Chart