The total return over the past 12 months is +6.11% vs. +16.94% for the S&P 500. So far it's up +5.26% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +0.20% | +0.81% | (0.26%) | +0.96% | +3.29% | +0.08% |
| Total Return CAGR | +6.11% | +7.07% | +5.93% | +7.36% | +10.34% | +7.26% |
| Revenue CAGR | +6.62% | +7.60% | +11.44% | +8.03% | +5.73% | +1.00% |
| Net Income CAGR | +34.40% | +12.34% | +3.26% | +9.33% | +6.10% | +3.78% |
| EPS CAGR | +43.74% | +27.84% | +15.93% | +3.58% | N/A | (2.35%) |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +18.23% | +4.65% | +3.34% | +1.78% | N/A | N/A |
| Dividends CAGR | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +0.88% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Popular Capital Trust II PFD GTD 6.125% (BPOPM)
| Year | Start price | End price | BPOPM Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $25.05 | $25.20 | +5.26% | +14.51% | (9.25%) |
| 2025 | $25.68 | $25.05 | +3.63% | +17.72% | (14.09%) |
| 2024 | $25.15 | $25.68 | +8.41% | +24.89% | (16.48%) |
| 2023 | $25.22 | $25.15 | +6.01% | +26.19% | (20.18%) |
| 2022 | $26.10 | $25.22 | +2.54% | (18.17%) | +20.71% |
| 2021 | $25.18 | $26.10 | +9.95% | +28.74% | (18.79%) |
| 2020 | $26.95 | $25.18 | (0.78%) | +18.37% | (19.15%) |
| 2019 | $24.20 | $26.95 | +18.20% | +31.22% | (13.02%) |
| 2018 | $22.60 | $24.20 | +14.29% | (4.56%) | +18.85% |
| 2017 | $22.44 | $22.60 | +7.80% | +21.70% | (13.90%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.