Performance analysis of Popular Capital Trust II (BPOPM)
Annual Return
Over the past 3 years, BPOPM has had an average annual return of +5.50%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, BPOPM has had an average annual return of +5.47%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, BPOPM has had an average annual return of +8.07%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 19, 2008, BPOPM has had an average annual return of +8.96%, underperforming the benchmark SPY, which returned +15.67% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.11% | +3.63% | +8.41% | +6.01% | +2.54% | +9.95% | -0.78% | +18.19% | +14.29% | +7.80% | +38.05% | -10.10% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |||||
| +26.04% | -14.32% | +46.75% | -9.21% | +39.19% | -18.43% | +11.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.23% | +0.35% | -2.14% | +2.89% | +0.03% | -0.20% | +3.11% | ||||||
| 2025 | -1.34% | +1.06% | +2.45% | +0.23% | -4.14% | +1.05% | +1.32% | +0.87% | +1.27% | +0.54% | -0.29% | +0.71% | +3.63% |
| 2024 | +1.14% | +0.78% | +0.62% | -0.01% | +0.98% | -0.09% | +1.14% | +0.07% | +1.53% | +2.49% | +0.11% | -0.62% | +8.41% |
| 2023 | +0.83% | -1.81% | +5.59% | -0.18% | -0.58% | +1.18% | -1.73% | +3.16% | -1.80% | -0.17% | +2.64% | -0.99% | +6.01% |
| 2022 | -2.05% | +0.54% | +0.94% | +3.41% | -2.18% | +5.52% | +0.94% | -3.50% | +0.49% | -0.81% | -1.67% | +1.22% | +2.54% |
| 2021 | +1.46% | +0.51% | +2.01% | +0.07% | +1.63% | +7.29% | -6.24% | +1.69% | +4.53% | -4.33% | -1.09% | +2.70% | +9.95% |
| 2020 | -4.48% | -1.94% | -5.49% | +6.08% | +2.65% | -0.79% | +0.51% | +3.80% | +1.39% | -1.18% | +1.63% | -2.33% | -0.78% |
| 2019 | +5.51% | -1.12% | +2.16% | +1.65% | +0.03% | +2.94% | +2.57% | +3.11% | -6.15% | +5.48% | -1.24% | +2.47% | +18.19% |
| 2018 | -0.32% | -0.18% | +1.84% | -0.06% | +5.62% | +0.56% | +1.64% | +4.08% | +0.51% | +0.36% | -0.25% | -0.18% | +14.29% |
| 2017 | -4.53% | +6.87% | +0.44% | +1.15% | -1.38% | +1.05% | +2.50% | +1.49% | -2.84% | -0.17% | +3.53% | -0.10% | +7.80% |
Drawdown analysis of Popular Capital Trust II (BPOPM)
The maximum drawdown for the BPOPM was -71.13%, occurring on Feb 23, 2009. Recovery took 285 trading sessions.
The current BPOPM drawdown is -0.91%.
Since Nov 19, 2008 BPOPM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 4 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.13% | Jan 13, 2009 | 27 | Feb 23, 2009 | 285 | Apr 12, 2010 | 312 |
| -27.17% | Jul 15, 2011 | 48 | Sep 22, 2011 | 115 | Mar 8, 2012 | 163 |
| -26.10% | Jan 15, 2020 | 46 | Mar 23, 2020 | 131 | Sep 28, 2020 | 177 |
| -24.79% | Jun 12, 2013 | 164 | Feb 5, 2014 | 160 | Sep 24, 2014 | 324 |
| -19.81% | Jan 27, 2015 | 234 | Dec 30, 2015 | 99 | May 23, 2016 | 333 |
| -18.71% | May 4, 2010 | 41 | Jul 1, 2010 | 51 | Sep 14, 2010 | 92 |
| -14.38% | Aug 9, 2022 | 148 | Mar 13, 2023 | 78 | Jul 5, 2023 | 226 |
| -10.63% | Aug 11, 2017 | 43 | Oct 12, 2017 | 145 | May 11, 2018 | 188 |
| -8.58% | Aug 26, 2016 | 60 | Nov 21, 2016 | 66 | Feb 28, 2017 | 126 |
| -8.24% | Apr 12, 2010 | 4 | Apr 16, 2010 | 6 | Apr 26, 2010 | 10 |
| -8.01% | Jun 28, 2012 | 2 | Jul 2, 2012 | 8 | Jul 13, 2012 | 10 |
| -7.85% | Sep 23, 2021 | 14 | Oct 13, 2021 | 157 | May 27, 2022 | 171 |
| -7.74% | Sep 14, 2010 | 59 | Dec 7, 2010 | 19 | Jan 4, 2011 | 78 |
| -7.40% | Aug 30, 2019 | 21 | Oct 1, 2019 | 63 | Dec 31, 2019 | 84 |
| -7.02% | Aug 20, 2012 | 60 | Nov 15, 2012 | 42 | Jan 17, 2013 | 102 |
| -6.96% | Jun 30, 2021 | 19 | Jul 28, 2021 | 35 | Sep 16, 2021 | 54 |
| -6.74% | Oct 15, 2020 | 9 | Oct 28, 2020 | 148 | Jun 2, 2021 | 157 |
| -6.57% | Jan 4, 2011 | 57 | Mar 28, 2011 | 32 | May 12, 2011 | 89 |
| -6.24% | Jul 16, 2012 | 8 | Jul 26, 2012 | 16 | Aug 17, 2012 | 24 |
| -6.01% | Sep 15, 2023 | 12 | Oct 3, 2023 | 59 | Dec 27, 2023 | 71 |
| -5.91% | Sep 24, 2014 | 10 | Oct 8, 2014 | 41 | Dec 5, 2014 | 51 |
| -5.52% | Jul 11, 2016 | 15 | Aug 1, 2016 | 8 | Aug 11, 2016 | 23 |
| -5.15% | Mar 12, 2013 | 6 | Mar 20, 2013 | 28 | Apr 30, 2013 | 34 |
| -4.99% | Dec 11, 2008 | 4 | Dec 17, 2008 | 4 | Dec 23, 2008 | 8 |
| -4.80% | Dec 1, 2008 | 1 | Dec 2, 2008 | 7 | Dec 11, 2008 | 8 |