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	55.93	Diversified Banks, Banks - Regional, Financial Services, SP Merval, NASDAQ Composite, Financials, Banks—Regional, Services	336.73	0.32	2.60	0.82
2	SUPV	Grupo Supervielle SA	Stock	10.7	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, SP Merval, Financials, Banks—Regional, Services	279.26	0.24	3.06	0.74
3	BMA	Banco Macro SA	Stock	80.01	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, SP Merval, Financials, Banks—Regional, Services	223.72	0.22	3.17	0.70
4	IBN	ICICI Bank Limited	Stock	29.82	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Power Assets, Financials, Banks—Regional, Services	124.6	0.05	1.41	0.07
5	MUFG	Mitsubishi UFJ Financial	Stock	11.72	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Financials, Banks—Diversified, Services	123.51	0.11	1.84	0.20
6	SMFG	Sumitomo Mitsui Financial	Stock	14.06	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Power Assets, Financials, Banks—Diversified, Services	95.6	0.05	1.95	0.10
7	JPM	JPMorgan Chase Co	Stock	248.3	Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, 100 Index, ARCA Institutional, SP 500 100, Major Markets, Momentum, Baby Boomer Prospects, FinTech, Blockchain, Financials, Banks—Diversified, Services	89.7	0.10	2.03	0.20
8	BBVA	Banco Bilbao Viscaya	Stock	9.69	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, IBEX 35 Index, Total Return, Power Assets, Financials, Banks—Diversified, Services	80.78	(0.03)	2.02	(0.06)
9	KB	KB Financial Group	Stock	69.82	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	78.84	0.04	2.44	0.09
10	MFG	Mizuho Financial Group	Stock	5.02	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, SPASX 300, Financials, Banks—Regional, Services	59.27	0.16	1.97	0.31
11	NWG	Natwest Group PLC	Stock	10.21	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, OMX Stockholm Mid, Stockholm, Warsaw WIG80 Index, Financials, Banks—Diversified, Services	58.4	0.09	1.84	0.17
12	RY	Royal Bank of	Stock	125.04	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Momentum, Baby Boomer Prospects, Banking, Giant Impact, Financials, Banks—Diversified, Services	52.31	0.16	0.87	0.14
13	CM	Canadian Imperial Bank	Stock	65.44	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Stock Exchange Of, SET Total Return, Banking, Financials, Banks—Diversified, Services	50.29	0.28	1.09	0.30
14	BCS	Barclays PLC ADR	Stock	13.24	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Power Assets, Financials, Banks—Diversified, Services	49.09	0.07	2.14	0.15
15	BAC	Bank of America	Stock	47.09	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, 100 Index, ARCA Institutional, SP 500 100, Momentum, Warren Buffett Holdings, Baby Boomer Prospects, Hedge Favorites, FinTech, Investor Financials, Banks—Diversified, Services	41.73	0.16	1.61	0.26
16	WFC	Wells Fargo	Stock	74.87	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, 100 Index, ARCA Institutional, SP 500 100, Major Markets, Momentum, Baby Boomer Prospects, FinTech, Dividend Beast, Financials, Banks—Diversified, Services	38.3	0.19	2.44	0.47
17	NU	Nu Holdings	Stock	13.91	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Warren Buffett Holdings, Hedge Favorites, Banking, Financials, Banks—Diversified, Services	33.45	(0.04)	2.53	(0.11)
18	ING	ING Group NV	Stock	15.64	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SPASX 300, MWIG40, Power Assets, Financials, Banks—Diversified, Services	31.08	(0.15)	1.33	(0.20)
19	BMO	Bank of Montreal	Stock	94.89	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Financials, Banks—Diversified, Services	24.76	0.11	1.20	0.13
20	HSBC	HSBC Holdings PLC	Stock	46.32	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Financials, Banks—Diversified, Services	23.06	0.09	1.32	0.12

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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