BPOPM vs. BPOP
Compare and contrast key facts about Popular Capital Trust II PFD GTD 6.125% (BPOPM) and Popular, Inc. (BPOP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BPOPM or BPOP.
Key characteristics
BPOPM | BPOP | |
---|---|---|
YTD Return | 1.87% | 6.67% |
1Y Return | 1.99% | 57.61% |
3Y Return (Ann) | 2.16% | 8.76% |
5Y Return (Ann) | 3.84% | 11.60% |
10Y Return (Ann) | 8.04% | 13.56% |
Sharpe Ratio | 0.23 | 1.80 |
Daily Std Dev | 14.09% | 29.56% |
Max Drawdown | -74.25% | -95.72% |
Current Drawdown | -5.47% | -54.78% |
Fundamentals
BPOPM | BPOP | |
---|---|---|
PEG Ratio | 0.00 | 1.75 |
Revenue (TTM) | $0.00 | $2.57B |
Gross Profit (TTM) | $0.00 | $2.98B |
Correlation
The correlation between BPOPM and BPOP is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BPOPM vs. BPOP - Performance Comparison
In the year-to-date period, BPOPM achieves a 1.87% return, which is significantly lower than BPOP's 6.67% return. Over the past 10 years, BPOPM has underperformed BPOP with an annualized return of 8.04%, while BPOP has yielded a comparatively higher 13.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BPOPM vs. BPOP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Popular Capital Trust II PFD GTD 6.125% (BPOPM) and Popular, Inc. (BPOP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BPOPM vs. BPOP - Dividend Comparison
BPOPM's dividend yield for the trailing twelve months is around 2.54%, less than BPOP's 2.69% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Popular Capital Trust II PFD GTD 6.125% | 2.54% | 0.51% | 2.02% | 5.87% | 6.08% | 5.68% | 6.33% | 6.78% | 6.82% | 8.75% | 7.29% | 8.53% |
Popular, Inc. | 2.69% | 2.77% | 3.32% | 2.13% | 2.84% | 2.04% | 2.12% | 2.82% | 1.37% | 1.06% | 0.00% | 0.00% |
Drawdowns
BPOPM vs. BPOP - Drawdown Comparison
The maximum BPOPM drawdown since its inception was -74.25%, smaller than the maximum BPOP drawdown of -95.72%. Use the drawdown chart below to compare losses from any high point for BPOPM and BPOP. For additional features, visit the drawdowns tool.
Volatility
BPOPM vs. BPOP - Volatility Comparison
The current volatility for Popular Capital Trust II PFD GTD 6.125% (BPOPM) is 2.58%, while Popular, Inc. (BPOP) has a volatility of 6.91%. This indicates that BPOPM experiences smaller price fluctuations and is considered to be less risky than BPOP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BPOPM vs. BPOP - Financials Comparison
This section allows you to compare key financial metrics between Popular Capital Trust II PFD GTD 6.125% and Popular, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities