Diversified Banks Companies By Five Year Return

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Five Year Return	Efficiency	Market Risk	Exp Return
1	GGAL	Grupo Financiero Galicia	Stock	68.38	Diversified Banks, Banks - Regional, Financial Services, SP Merval, NASDAQ Composite, Composite Total, Financials, Banks—Regional, Services	360.78	0.16	3.31	0.52
2	BMA	Banco Macro SA	Stock	97.85	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, SP Merval, Oslo All Share, OBX Industrials GR, Financials, Banks—Regional, Services	221.89	0.13	4.14	0.52
3	MUFG	Mitsubishi UFJ Financial	Stock	12.74	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Banking, Financials, Banks—Diversified, Services	143.59	0.18	1.75	0.32
4	JPM	JPMorgan Chase Co	Stock	266.58	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Dow Jones Industrial, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, Baby Boomer Prospects, FinTech, Momentum, Blockchain, Financials, Banks—Diversified, Services	98.6	0.17	1.90	0.33
5	IBN	ICICI Bank Limited	Stock	28.65	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Power Assets, Financials, Banks—Regional, Services	94.5	(0.07)	1.26	(0.09)
6	MFG	Mizuho Financial Group	Stock	5.43	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, ASX Small Ordinaries, Australia All SPASX Australian, 200 Accumulated, 300, 200, Financials, Banks—Regional, Services	83.28	0.22	1.82	0.41
7	WFC	Wells Fargo	Stock	78.37	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, Dividend Beast, Baby Boomer Prospects, FinTech, Momentum, Financials, Banks—Diversified, Services	65.79	0.16	2.30	0.36
8	KB	KB Financial Group	Stock	61.97	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	64.46	(0.04)	2.00	(0.09)
9	CM	Canadian Imperial Bank	Stock	64.23	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Stock Exchange Of, SP TSX Thomson Reuters Canada, Banking, Financials, Banks—Diversified, Services	55.29	0.06	1.00	0.06
10	RY	Royal Bank of	Stock	123.11	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Baby Boomer Prospects, Banking, Momentum, Giant Impact, Financials, Banks—Diversified, Services	52.34	0.04	0.93	0.04
11	BAC	Bank of America	Stock	46.75	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, ARCA Institutional, BETTERINVESTING INDEX, Hedge Favorites, Baby Boomer Prospects, Investor FinTech, Momentum, Warren Buffett Holdings, Financials, Banks—Diversified, Services	41.62	0.13	1.58	0.21
12	HSBC	HSBC Holdings PLC	Stock	52.16	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Financials, Banks—Diversified, Services	40.82	0.23	1.01	0.23
13	BMO	Bank of Montreal	Stock	100.91	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Thomson Reuters Canada, Financials, Banks—Diversified, Services	28.78	0.17	1.12	0.19
14	FDSB	Fifth District Bancorp,	Stock	12.85	Diversified Banks, Banks - Regional, Financial Services, NASDAQ Composite, Financials, Services	25.37	0.16	1.19	0.20
15	BCH	Banco De Chile	Stock	24.17	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Stock Exchange Of, SET Total Return, SET100 Index, Financials, Banks—Regional, Services	23.67	0.07	1.13	0.08
16	NU	Nu Holdings	Stock	12.55	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Hedge Favorites, Banking, Warren Buffett Holdings, Financials, Banks—Diversified, Services	21.49	(0.06)	2.89	(0.18)
17	WF	Woori Financial Group	Stock	32.67	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	21.44	(0.06)	1.10	(0.06)
18	ING	ING Group NV	Stock	16.74	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, MWIG40, ASX Small Ordinaries, Australia All WSE WIG INDEX, SPASX Australian, 200 Accumulated, 300, 200, Power Assets, Financials, Banks—Diversified, Services	5.57	0.00	1.44	0.01
19	C	Citigroup	Stock	79.94	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, KBW Bank, SP 500 Index, 100 100, BETTERINVESTING INDEX, Hedge Favorites, Baby Boomer Prospects, Investor FinTech, Banking, Momentum, Warren Buffett Holdings, Financials, Banks—Diversified, Services	5.43	0.23	1.80	0.42
20	SAN	Banco Santander SA	Stock	5.14	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, IBEX 35 Index, SBF 120, Total Return, 120 Gross, CAC All-Tradable, All Shares, 40 WSE WIG INDEX, Giant Impact, Financials, Banks—Diversified, Services	5.29	0.05	1.75	0.08

The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Diversified Banks Companies By Five Year Return

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