Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BPOP (Popular, Inc.) | 26.63% | 50.84% | 39.50% | 17.52% | 20.80% | 14.48% | 0.97% | … | … |
Data as of 06/09/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BPOP (Popular, Inc.) | 03/17/1980 | 06/09/2026 |
| 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 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.24 | 50.84 | 39.50 | 17.52 | 20.80 | 14.48 | 0.97 | … | … | 26.63 | 36.01 | 17.86 | 28.33 | -16.78 | 49.06 | 0.00 | 27.22 | 35.81 | -16.88 | 57.37 | -15.90 | 18.52 | 38.19 | 49.57 | -55.73 | 38.94 | -55.81 | -48.53 | -38.02 | -12.20 | -24.72 | 31.95 | 36.11 | 19.17 | 13.42 | -3.08 | -17.83 | 37.37 | 46.67 | 74.19 | 37.78 | -9.27 | 2.48 | 57.14 | 11.27 | -7.98 | 91.84 | 15.29 | -36.09 | 35.71 | 119.40 | 15.52 | 20.83 | 41.18 | 0.00 | -2.86 |
| Sharpe Ratio | NA | 1.96 | 1.29 | 0.47 | 0.57 | NA | NA | … | … | 2.38 | 1.20 | 0.50 | 0.74 | -0.55 | 1.62 | 0.00 | 1.19 | 1.37 | -0.62 | 2.01 | -0.58 | 0.79 | 1.37 | 1.19 | -0.97 | 0.72 | -0.43 | -0.60 | -1.32 | -0.95 | -1.49 | 1.83 | 2.16 | 0.74 | 0.41 | -0.19 | -0.63 | 1.02 | 1.85 | 3.55 | 3.00 | -0.81 | 0.01 | 2.43 | 0.26 | -0.46 | 1.93 | 0.30 | -1.14 | 0.95 | 3.19 | 0.52 | 0.59 | 1.23 | -0.56 | -0.56 |
| Standard Deviation(%) | NA | 24.63 | 28.14 | 30.31 | 33.59 | NA | NA | … | … | 26.62 | 27.71 | 28.66 | 33.72 | 33.19 | 30.29 | 62.50 | 21.62 | 25.20 | 28.45 | 28.40 | 27.30 | 23.40 | 27.85 | 42.16 | 57.78 | 54.19 | 129.51 | 81.62 | 31.25 | 16.58 | 18.15 | 16.91 | 16.38 | 24.29 | 27.02 | 37.83 | 33.70 | 33.19 | 23.16 | 19.66 | 11.27 | 15.33 | 22.82 | 22.30 | 28.04 | 28.94 | 44.56 | 34.04 | 35.25 | 32.97 | 35.77 | 16.31 | 24.35 | 26.97 | 18.84 | 20.86 |
| Draw Down(%) | NA | 14.68 | 22.63 | 46.27 | 59.03 | NA | NA | … | … | 12.68 | 22.63 | 14.62 | 29.65 | 33.79 | 15.59 | 59.03 | 13.11 | 20.46 | 28.08 | 20.18 | 23.85 | 21.07 | 29.62 | 41.09 | 68.27 | 39.05 | 80.99 | 63.18 | 52.83 | 20.13 | 28.98 | 16.17 | 9.61 | 19.42 | 24.18 | 32.81 | 32.84 | 30.95 | 18.12 | 7.16 | 4.39 | 18.80 | 22.00 | 12.11 | 16.98 | 20.31 | 13.10 | 15.74 | 52.20 | 23.61 | 21.74 | 17.19 | 14.58 | 29.41 | 26.58 | 14.29 |
| Yield(%) | 0.00 | 2.83 | 4.34 | 3.07 | 5.90 | 4.58 | 0.85 | … | … | 1.19 | 3.13 | 3.12 | 3.46 | 2.66 | 3.17 | 2.72 | 2.50 | 2.81 | 2.29 | 2.15 | 0.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 4.74 | 3.57 | 3.04 | 2.29 | 2.72 | 2.92 | 2.80 | 2.92 | 2.38 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOP (Popular, Inc.) |
-56.84%
Jul 2006 – Jul 2009 |
-41.73%
Jul 2004 – Jul 2009 |
-19.87%
Jul 2002 – Jul 2012 |
-10.86%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BPOP (Popular, Inc.) |
63.22%
Apr 1995 – Apr 1998 |
49.83%
Mar 1982 – Mar 1987 |
31.61%
May 1988 – May 1998 |
30.02%
Sep 1982 – Sep 1997 |
Annualized Rolling Returns Comparison Chart