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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)

$1.09B

Gross Profit (TTM)

$1.09B

EBITDA (TTM)

$734.00K

Year Range

$23.78 - $25.98

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
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Performance

Performance Chart


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Returns By Period

Popular Capital Trust II PFD GTD 6.125% (BPOPM) returned 2.19% year-to-date (YTD) and 7.86% over the past 12 months. Over the past 10 years, BPOPM returned 8.29% annually, underperforming the S&P 500 benchmark at 10.69%.


BPOPM

YTD

2.19%

1M

1.61%

6M

4.33%

1Y

7.86%

5Y*

5.18%

10Y*

8.29%

^GSPC (Benchmark)

YTD

-0.64%

1M

8.97%

6M

-2.62%

1Y

11.90%

5Y*

15.76%

10Y*

10.69%

*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
2025-1.34%1.07%2.45%0.23%-0.19%2.19%
20241.14%0.78%0.62%0.00%0.98%-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%2.65%-0.98%0.75%
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%-1.09%2.70%9.99%
2020-4.48%-1.94%-5.51%6.09%2.66%-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%5.63%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%-9.30%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

With an overall rank of 82, BPOPM is among the top 18% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BPOPM is 8282
Overall Rank
The Sharpe Ratio Rank of BPOPM is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of BPOPM is 7575
Sortino Ratio Rank
The Omega Ratio Rank of BPOPM is 7474
Omega Ratio Rank
The Calmar Ratio Rank of BPOPM is 9292
Calmar Ratio Rank
The Martin Ratio Rank of BPOPM is 9090
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Popular Capital Trust II PFD GTD 6.125% Sharpe ratios as of May 13, 2025 (values are recalculated daily):

  • 1-Year: 0.87
  • 5-Year: 0.36
  • 10-Year: 0.45
  • All Time: 0.29

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Popular Capital Trust II PFD GTD 6.125% compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Popular Capital Trust II PFD GTD 6.125% provided a 5.95% dividend yield over the last twelve months, with an annual payout of $1.53 per share.


2.00%4.00%6.00%8.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.53$1.53$0.26$0.51$1.53$1.53$1.53$1.53$1.53$1.53$1.53$1.53

Dividend yield

5.95%5.96%1.02%2.02%5.87%6.08%5.68%6.33%6.78%6.82%8.75%7.29%

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$0.13$0.13$0.13$0.13$0.00$0.51
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$1.53
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.13$0.13$0.26
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$1.53
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$1.53
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$1.53
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$1.53
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$1.53
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$1.53

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.


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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 0.19%.


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
-26.12%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 chart below shows the rolling one-month volatility.


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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

Valuation

The Valuation section provides an overview of how Popular Capital Trust II PFD GTD 6.125% is priced in the market compared to other companies in the undefined industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BPOPM compared to other companies in the undefined industry. BPOPM currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BPOPM relative to other companies in the undefined industry. Currently, BPOPM has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BPOPM in comparison with other companies in the undefined industry. Currently, BPOPM has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

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