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BPOPM vs. BPOP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BPOPM and BPOP is 0.09, 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.


-0.50.00.51.00.1

Performance

BPOPM vs. BPOP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Popular Capital Trust II PFD GTD 6.125% (BPOPM) and Popular, Inc. (BPOP). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
1.22%
2.57%
BPOPM
BPOP

Key characteristics

Sharpe Ratio

BPOPM:

0.50

BPOP:

0.78

Sortino Ratio

BPOPM:

0.79

BPOP:

1.25

Omega Ratio

BPOPM:

1.10

BPOP:

1.16

Calmar Ratio

BPOPM:

0.83

BPOP:

0.38

Martin Ratio

BPOPM:

2.69

BPOP:

3.88

Ulcer Index

BPOPM:

1.89%

BPOP:

5.69%

Daily Std Dev

BPOPM:

10.21%

BPOP:

28.44%

Max Drawdown

BPOPM:

-71.12%

BPOP:

-95.72%

Current Drawdown

BPOPM:

-2.96%

BPOP:

-46.51%

Fundamentals

PEG Ratio

BPOPM:

0.00

BPOP:

1.75

Total Revenue (TTM)

BPOPM:

$2.16B

BPOP:

$2.86B

Gross Profit (TTM)

BPOPM:

$1.74B

BPOP:

$2.84B

EBITDA (TTM)

BPOPM:

-$18.98M

BPOP:

$609.86M

Returns By Period

In the year-to-date period, BPOPM achieves a -1.87% return, which is significantly lower than BPOP's 7.05% return. Over the past 10 years, BPOPM has underperformed BPOP with an annualized return of 7.41%, while BPOP has yielded a comparatively higher 14.76% annualized return.


BPOPM

YTD

-1.87%

1M

-2.33%

6M

1.22%

1Y

4.67%

5Y*

3.68%

10Y*

7.41%

BPOP

YTD

7.05%

1M

0.70%

6M

2.57%

1Y

24.03%

5Y*

16.64%

10Y*

14.76%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

BPOPM vs. BPOP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BPOPM
The Risk-Adjusted Performance Rank of BPOPM is 6363
Overall Rank
The Sharpe Ratio Rank of BPOPM is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of BPOPM is 5353
Sortino Ratio Rank
The Omega Ratio Rank of BPOPM is 5353
Omega Ratio Rank
The Calmar Ratio Rank of BPOPM is 7676
Calmar Ratio Rank
The Martin Ratio Rank of BPOPM is 7171
Martin Ratio Rank

BPOP
The Risk-Adjusted Performance Rank of BPOP is 6868
Overall Rank
The Sharpe Ratio Rank of BPOP is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of BPOP is 6565
Sortino Ratio Rank
The Omega Ratio Rank of BPOP is 6464
Omega Ratio Rank
The Calmar Ratio Rank of BPOP is 6363
Calmar Ratio Rank
The Martin Ratio Rank of BPOP is 7777
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.

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.


Sharpe ratio
The chart of Sharpe ratio for BPOPM, currently valued at 0.40, compared to the broader market-2.000.002.000.400.78
The chart of Sortino ratio for BPOPM, currently valued at 0.64, compared to the broader market-4.00-2.000.002.004.006.000.641.25
The chart of Omega ratio for BPOPM, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.16
The chart of Calmar ratio for BPOPM, currently valued at 0.69, compared to the broader market0.002.004.006.000.691.51
The chart of Martin ratio for BPOPM, currently valued at 2.10, compared to the broader market-10.000.0010.0020.0030.002.103.88
BPOPM
BPOP

The current BPOPM Sharpe Ratio is 0.50, which is lower than the BPOP Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of BPOPM and BPOP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.40
0.78
BPOPM
BPOP

Dividends

BPOPM vs. BPOP - Dividend Comparison

BPOPM's dividend yield for the trailing twelve months is around 5.08%, more than BPOP's 2.54% yield.


TTM20242023202220212020201920182017201620152014
BPOPM
Popular Capital Trust II PFD GTD 6.125%
5.08%5.98%0.51%2.02%5.87%6.10%5.69%6.35%6.80%6.84%8.77%7.31%
BPOP
Popular, Inc.
2.54%2.72%2.77%3.32%2.13%2.84%2.04%2.12%2.82%1.37%1.06%0.00%

Drawdowns

BPOPM vs. BPOP - Drawdown Comparison

The maximum BPOPM drawdown since its inception was -71.12%, 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.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-2.96%
-5.30%
BPOPM
BPOP

Volatility

BPOPM vs. BPOP - Volatility Comparison

The current volatility for Popular Capital Trust II PFD GTD 6.125% (BPOPM) is 2.75%, while Popular, Inc. (BPOP) has a volatility of 7.23%. 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.


0.00%5.00%10.00%15.00%SeptemberOctoberNovemberDecember2025February
2.75%
7.23%
BPOPM
BPOP

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
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Disclaimer

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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