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Popular Capital Trust II PFD GTD 6.125% (BPOPM)

Equity · Currency in USD · Last updated Jun 23, 2022

Company Info

ISINUS73317H2067
CUSIP73317H206

Trading Data

Previous Close$25.78
Year Range$24.43 - $26.69
EMA (50)$25.96
EMA (200)$25.57
Average Volume$2.73K

BPOPMShare Price Chart


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BPOPMPerformance

The chart shows the growth of $10,000 invested in Popular Capital Trust II PFD GTD 6.125% on Jan 12, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $41,197 for a total return of roughly 311.97%. All prices are adjusted for splits and dividends.


BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

BPOPMReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-1.63%-3.63%
YTD0.78%-19.69%
6M1.85%-17.67%
1Y4.58%-11.74%
5Y9.18%7.94%
10Y9.89%8.35%

BPOPMMonthly Returns Heatmap


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BPOPMSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Popular Capital Trust II PFD GTD 6.125% Sharpe ratio is 0.29. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

BPOPMDividend History

Popular Capital Trust II PFD GTD 6.125% granted a 4.95% dividend yield in the last twelve months. The annual payout for that period amounted to $1.28 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.28$1.53$1.53$1.53$1.53$1.53$1.53$1.53$1.53$1.53$1.53$1.53$1.53

Dividend yield

4.95%5.99%6.58%6.53%7.72%8.83%9.52%13.15%11.82%14.90%12.77%18.75%17.03%

BPOPMDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

BPOPMWorst Drawdowns

The table below shows the maximum drawdowns of the Popular Capital Trust II PFD GTD 6.125%. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Popular Capital Trust II PFD GTD 6.125% is 27.15%, recorded on Sep 22, 2011. It took 98 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-27.15%Jul 18, 201138Sep 22, 201198Mar 8, 2012136
-26.12%Jan 16, 202045Mar 23, 2020131Sep 28, 2020176
-24.6%Jul 31, 2013127Feb 5, 2014149Sep 24, 2014276
-19.8%Jan 28, 2015191Dec 30, 201581May 23, 2016272
-18.67%May 5, 201021Jul 1, 201023Sep 14, 201044
-10.63%Aug 14, 201742Oct 12, 2017135May 11, 2018177
-8.76%Mar 16, 20103Mar 18, 20101Mar 23, 20104
-8.57%Aug 29, 201658Nov 21, 201662Feb 28, 2017120
-8.28%Apr 13, 20103Apr 16, 20104Apr 26, 20107
-8.01%Jun 29, 20122Jul 2, 20128Jul 13, 201210

BPOPMVolatility Chart

Current Popular Capital Trust II PFD GTD 6.125% volatility is 16.92%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


BPOPM (Popular Capital Trust II PFD GTD 6.125%)
Benchmark (^GSPC)

Portfolios with Popular Capital Trust II PFD GTD 6.125%


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