Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OFG-PD (OFG Bancorp) | NA | 9.85% | 8.08% | 11.11% | NA | NA | NA | … | … |
Data as of 07/14/2021, Common starting date is 11/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OFG-PD (OFG Bancorp) | 11/07/2012 | 07/14/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 9.85 | 8.08 | 11.11 | NA | NA | NA | … | … | -2.31 | -1.77 | 10.59 | 6.78 | -5.36 | 34.79 | -23.85 | 5.53 | -15.22 | 4.53 |
| Sharpe Ratio | NA | 0.37 | 0.03 | 0.18 | NA | NA | NA | … | … | -0.50 | -0.07 | 1.09 | 0.54 | -0.50 | 1.44 | -0.87 | 0.37 | -0.94 | 0.61 |
| Standard Deviation(%) | NA | 11.44 | 18.54 | 16.33 | NA | NA | NA | … | … | 8.73 | 29.69 | 8.42 | 10.07 | 11.90 | 23.86 | 27.53 | 15.06 | 16.26 | 59.82 |
| Draw Down(%) | NA | 6.27 | 32.21 | 32.21 | NA | NA | NA | … | … | 6.27 | 31.23 | 3.52 | 5.21 | 11.36 | 21.84 | 33.36 | 8.33 | 18.59 | 15.59 |
| Yield(%) | 0.00 | 5.48 | 6.68 | 7.99 | 6.06 | 4.04 | 3.03 | … | … | 1.71 | 6.72 | 7.30 | 7.98 | 7.49 | 10.27 | 7.69 | 8.05 | 6.96 | 1.09 |
Data as of 07/14/2021, Common starting date is 11/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFG-PD (OFG Bancorp) |
-6.12%
Jan 2013 – Jan 2016 |
5.30%
Dec 2012 – Dec 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OFG-PD (OFG Bancorp) |
23.67%
Jan 2016 – Jan 2019 |
17.91%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart