Popular Inc

10-Year Study

BPOP.US · Financial Services · US · Common Stock

Executive Summary: Popular Inc has compounded at 19.8% annually over the last 10 years, with a maximum drawdown of 39.6% and an annualized volatility of 29.4%.

1Y CAGR
+45.7%
3Y CAGR
+40.8%
5Y CAGR
+15.4%
10Y CAGR
+19.8%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
39.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.74
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
1.13
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
28.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +49.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2017 · -16.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.21.4-0.97.6————————15.9%
20259.4-2.4-7.33.39.26.54.09.71.7-12.22.99.336.0%
20244.1-2.16.0-3.55.5-0.716.1-0.1-1.5-11.011.4-4.717.9%
20233.54.0-18.74.5-3.85.819.9-5.9-6.93.213.512.128.3%
20228.73.0-10.4-4.64.8-5.21.0-0.6-6.0-1.93.3-8.4-16.8%
20210.817.75.85.211.0-8.0-3.14.42.94.9-4.46.049.1%
2020-4.7-14.3-26.010.32.3-4.9-0.2-0.2-1.016.315.016.9-0.0%
201915.73.2-7.010.7-9.03.96.1-8.73.40.71.66.827.2%
201814.53.4-0.411.2-1.7-0.19.81.42.31.58.4-15.935.8%
20171.4-0.8-7.02.9-11.212.91.0-5.3-9.42.1-3.61.1-16.9%
2016———3.95.5-6.115.016.7-2.4-5.012.08.255.0%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 29.4%. The dominant macroeconomic risk driver is VTI.US, accounting for 56.7% of variance. Idiosyncratic stock-specific factors contribute 23.3%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0110387.994577843096
2016-05-0110954.21746135344
2016-06-0110291.189907850718
2016-07-0111833.127187917902
2016-08-0113807.057019365498
2016-09-0113476.25067891064
2016-10-0112799.256963683414
2016-11-0114333.02449555228
2016-12-0115504.630284663237
2017-01-0115720.466816673588
2017-02-0115589.568281294927
2017-03-0114500.481513092136
2017-04-0114920.561750060475
2017-05-0113243.755163143938
2017-06-0114949.863305051094
2017-07-0115103.993135585873
2017-08-0114304.727043692177
2017-09-0112961.2370550568
2017-10-0113228.10028251811
2017-11-0112752.064116548989
2017-12-0112889.398040173255
2018-01-0114759.768326023157
2018-02-0115257.347068247065
2018-03-0115202.030113965706
2018-04-0116907.818768513152
2018-05-0116612.612448140357
2018-06-0116601.612954756023
2018-07-0118224.70002418976
2018-08-0118485.401709713784
2018-09-0118912.69323280131
2018-10-0119193.15749357602
2018-11-0120813.186612566806
2018-12-0117504.392951196023
2019-01-0120243.86013756213
2019-02-0120899.995892305375
2019-03-0119433.00121861607
2019-04-0121513.092135590432
2019-05-0119573.256169529122
2019-06-0120334.320701411678
2019-07-0121578.95217274225
2019-08-0119708.21675848125
2019-09-0120385.256114759857
2019-10-0120528.477734013082
2019-11-0120848.877914751647
2019-12-0122267.903843432938
2020-01-0121210.40068279013
2020-02-0118185.768207356425
2020-03-0113448.409637564411
2020-04-0114827.819133641564
2020-05-0115173.641380002831
2020-06-0114428.323010848879
2020-07-0114405.046074641374
2020-08-0114377.889649065955
2020-09-0114230.742899393432
2020-10-0116557.43241701316
2020-11-0119041.035869302286
2020-12-0122267.35615081629
2021-01-0122437.36906723383
2021-02-0126418.774902898665
2021-03-0127957.47166831735
2021-04-0129404.612484653193
2021-05-0132627.09891785067
2021-06-0130004.47282303595
2021-07-0129088.91333220752
2021-08-0130360.29045965103
2021-09-0131242.531982966753
2021-10-0132759.001556359854
2021-11-0131302.86945290072
2021-12-0133192.36333928188
2022-01-0136077.105992213634
2022-02-0137161.40045002077
2022-03-0133296.561859599
2022-04-0131769.047151770188
2022-05-0133284.375698878604
2022-06-0131549.604976700244
2022-07-0131853.072327374135
2022-08-0131668.54555661544
2022-09-0129772.205512526187
2022-10-0129218.579559198723
2022-11-0130168.826249081474
2022-12-0127626.52840470833
2023-01-0128592.93202678217
2023-02-0129742.67575227863
2023-03-0124167.164914810975
2023-04-0125261.637327077467
2023-05-0124295.23370500363
2023-06-0125714.39655683908
2023-07-0130825.829183801074
2023-08-0129011.551750106115
2023-09-0126999.64856390432
2023-10-0127869.521362294097
2023-11-0131618.888092706104
2023-12-0135453.37538395535
2024-01-0136913.52389993656
2024-02-0136148.8993660458
2024-03-0138335.51649695802
2024-04-0136986.4583000534
2024-05-0139012.51021218525
2024-06-0138758.28955595821
2024-07-0144982.04024627912
2024-08-0144925.08021414781
2024-09-0144231.29059201007
2024-10-0139361.34476793808
2024-11-0143829.87754505913
2024-12-0141784.838955550185
2025-01-0145729.64066800243
2025-02-0144614.62978261167
2025-03-0141354.16999466
2025-04-0142719.65897006403
2025-05-0146667.381709805064
2025-06-0149678.504434028146
2025-07-0151648.32657085089
2025-08-0156633.74425493266
2025-09-0157597.409413923255
2025-10-0150550.24851552481
2025-11-0152019.52524178347
2025-12-0156832.23718741584
2026-01-0160944.49591740795
2026-02-0161779.72715779481
2026-03-0161236.59864628641
2026-04-0165887.42178264819
Annual Return Matrix
YearAnnual Return
2017-0.1686742731993358
20180.35804580606781666
20190.27213231018739426
2020-0.000024595607224675575
20210.4906288431581538
2022-0.1676842012628429
20230.2833091029241699
20240.17858563544446548
20250.36011621937499316
20260.15933183424349506
Total Factor Risk
0.29389533079670255
VTI.US Exposure
0.5673129649763786
VEA.US Exposure
0.032505296972516744
VWO.US Exposure
0.06638833884337243
QQQ.US Exposure
-0.06150505042985258
VTV.US Exposure
0.20399149134444866
IJR.US Exposure
0.16001769065755048
QUAL.US Exposure
-0.14347753616282813
SHV.US Exposure
0.05478147237962705
TLT.US Exposure
0.0024836843929981777
LQD.US Exposure
-0.005408232457404454
HYG.US Exposure
-0.0236721249015222
GLD.US Exposure
-0.005199253325652145
USO.US Exposure
-0.00006188441603470402
VNQ.US Exposure
-0.06866547881364987
BTC-USD.CC Exposure
-0.005533840248862225
CPER.US Exposure
-0.015288616094027768
VIX.INDX Exposure
-0.008342018759995155
UUP.US Exposure
0.0045498583540144735
TIP.US Exposure
0.011650177021423213
Idiosyncratic Exposure
0.23347306066749926
Value Score
45.5
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
25.4
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
29.4%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →11.4x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →2.12%
Market Cap$9.1B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$342
Avg Yield on Cost
3.42%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$342.313.42%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+4.4%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+16.2%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
2.2% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.61
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Popular Inc a high-risk investment?

Popular Inc (BPOP.US) has an annualized volatility of 29.4% and experienced a maximum drawdown of 39.6% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of BPOP.US?

Over the past 10 years, BPOP.US has generated a Compound Annual Growth Rate (CAGR) of 19.8%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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