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Popular Capital Trust II PFD GTD 6.125% (BPOPM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US73317H2067

CUSIP

73317H206

Sector

Industry

IPO Date

Nov 19, 2008

Highlights

Total Revenue (TTM)

$2.16B

Gross Profit (TTM)

$1.74B

EBITDA (TTM)

-$18.98M

Year Range

$23.95 - $26.09

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BPOPM vs. BPOP
Popular comparisons:
BPOPM vs. BPOP

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Popular Capital Trust II PFD GTD 6.125%, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
1.22%
9.03%
BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

Returns By Period

Popular Capital Trust II PFD GTD 6.125% had a return of -1.56% year-to-date (YTD) and 3.73% in the last 12 months. Over the past 10 years, Popular Capital Trust II PFD GTD 6.125% had an annualized return of 7.54%, while the S&P 500 had an annualized return of 11.26%, indicating that Popular Capital Trust II PFD GTD 6.125% did not perform as well as the benchmark.


BPOPM

YTD

-1.56%

1M

-2.47%

6M

1.23%

1Y

3.73%

5Y*

3.67%

10Y*

7.54%

^GSPC (Benchmark)

YTD

3.96%

1M

1.97%

6M

9.03%

1Y

22.16%

5Y*

12.60%

10Y*

11.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of BPOPM, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-1.83%-1.56%
20241.14%0.78%0.62%0.00%0.99%-0.09%1.14%0.07%1.53%2.50%0.12%-0.62%8.47%
20230.32%-2.29%5.02%-0.69%-1.09%0.67%-2.22%2.63%-2.29%-0.68%2.12%-0.98%0.23%
2022-2.04%0.54%0.94%3.41%-2.66%5.00%0.45%-3.96%-0.00%-1.31%-2.15%0.72%-1.42%
20211.46%0.50%2.01%0.07%1.64%7.30%-6.23%1.69%4.53%-4.33%-1.08%2.70%9.99%
2020-4.48%-1.94%-5.51%6.09%2.67%-0.79%0.51%3.80%1.39%-1.18%1.64%-2.33%-0.76%
20195.52%-1.11%2.16%1.66%0.03%2.94%2.57%3.11%-6.15%5.49%-1.24%2.48%18.26%
2018-0.31%-0.19%1.84%-0.05%5.64%0.55%1.65%4.07%0.53%0.36%-0.23%-0.20%14.33%
2017-4.53%6.88%0.44%1.15%-1.36%1.06%2.50%1.52%-2.84%-0.17%3.53%-0.09%7.87%
20167.55%-0.82%0.65%7.70%12.02%-0.87%1.78%6.83%-0.99%1.22%-5.05%4.00%38.13%
20158.69%-2.48%-3.98%5.38%-4.89%-9.29%3.61%-2.48%2.22%-0.04%-0.85%-5.05%-10.08%
2014-0.71%9.48%9.04%2.49%1.44%2.12%-5.88%-0.58%4.78%0.96%3.01%-1.74%26.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BPOPM is 62, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BPOPM is 6262
Overall Rank
The Sharpe Ratio Rank of BPOPM is 6363
Sharpe Ratio Rank
The Sortino Ratio Rank of BPOPM is 5252
Sortino Ratio Rank
The Omega Ratio Rank of BPOPM is 5151
Omega Ratio Rank
The Calmar Ratio Rank of BPOPM is 7575
Calmar Ratio Rank
The Martin Ratio Rank of BPOPM is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Popular Capital Trust II PFD GTD 6.125% (BPOPM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BPOPM, currently valued at 0.51, compared to the broader market-2.000.002.004.000.511.83
The chart of Sortino ratio for BPOPM, currently valued at 0.80, compared to the broader market-6.00-4.00-2.000.002.004.006.000.802.47
The chart of Omega ratio for BPOPM, currently valued at 1.10, compared to the broader market0.501.001.502.001.101.33
The chart of Calmar ratio for BPOPM, currently valued at 0.84, compared to the broader market0.002.004.006.000.842.76
The chart of Martin ratio for BPOPM, currently valued at 2.79, compared to the broader market-10.000.0010.0020.0030.002.7911.27
BPOPM
^GSPC

The current Popular Capital Trust II PFD GTD 6.125% Sharpe ratio is 0.51. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Popular Capital Trust II PFD GTD 6.125% with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
0.51
1.83
BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

Dividends

Dividend History

Popular Capital Trust II PFD GTD 6.125% provided a 5.06% dividend yield over the last twelve months, with an annual payout of $1.28 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.28$1.54$0.13$0.51$1.53$1.54$1.53$1.54$1.54$1.54$1.54$1.54

Dividend yield

5.06%5.98%0.51%2.02%5.87%6.10%5.69%6.35%6.80%6.84%8.77%7.31%

Monthly Dividends

The table displays the monthly dividend distributions for Popular Capital Trust II PFD GTD 6.125%. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.54
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13
2022$0.13$0.13$0.13$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51
2021$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.53
2020$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.54
2019$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.53
2018$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.54
2017$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.54
2016$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.54
2015$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.54
2014$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$0.13$1.54

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-5.00%-4.00%-3.00%-2.00%-1.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.66%
-0.07%
BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Popular Capital Trust II PFD GTD 6.125%. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Popular Capital Trust II PFD GTD 6.125% was 71.12%, occurring on Feb 23, 2009. Recovery took 191 trading sessions.

The current Popular Capital Trust II PFD GTD 6.125% drawdown is 2.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-71.12%Jan 20, 200915Feb 23, 2009191Apr 12, 2010206
-27.15%Jul 18, 201138Sep 22, 201198Mar 8, 2012136
-26.11%Jan 16, 202045Mar 23, 2020131Sep 28, 2020176
-24.59%Jul 31, 2013127Feb 5, 2014149Sep 24, 2014276
-19.79%Jan 28, 2015191Dec 30, 201581May 23, 2016272

Volatility

Volatility Chart

The current Popular Capital Trust II PFD GTD 6.125% volatility is 2.87%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%SeptemberOctoberNovemberDecember2025February
2.87%
3.21%
BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Popular Capital Trust II PFD GTD 6.125% over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Popular Capital Trust II PFD GTD 6.125%.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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