Diversified Banks Companies By Five Year Return

Equity Type

Price

Concentration

			Equity Type	Price	Concentration	Five Year Return	Efficiency	Market Risk	Exp Return
1	BCS	Barclays PLC ADR	Stock	18.21	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, WSE WIG INDEX, Power Assets, Financials, Banks—Diversified, Services	170.98	0.14	2.69	0.37
2	KB	KB Financial Group	Stock	77.96	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	146.32	0.25	2.65	0.65
3	JPM	JPMorgan Chase Co	Stock	265.73	Diversified Banks, Banks - Diversified, Financial Services, Dow Jones Industrial, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, Blockchain, FinTech, Momentum, Baby Boomer Prospects, Financials, Banks—Diversified, Services	134.23	0.11	2.15	0.25
4	WFC	Wells Fargo	Stock	76.33	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, Macroaxis Picks, FinTech, Momentum, Dividend Beast, Baby Boomer Prospects, Financials, Banks—Diversified, Services	129.08	0.11	2.32	0.25
5	HSBC	HSBC Holdings PLC	Stock	59.99	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Financials, Banks—Diversified, Services	124.93	0.07	2.10	0.15
6	RY	Royal Bank of	Stock	127.53	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Momentum, Banking, Giant Impact, Baby Boomer Prospects, Financials, Banks—Diversified, Services	77.4	0.15	1.44	0.22
7	WF	Woori Financial Group	Stock	43.67	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Banking, Financials, Banks—Regional, Services	72.0	0.25	2.05	0.51
8	BAC	Bank of America	Stock	44.97	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, Hedge Favorites, FinTech, Momentum, Warren Buffett Holdings, Investor Baby Boomer Prospects, Financials, Banks—Diversified, Services	57.57	0.08	2.42	0.20
9	SHG	Shinhan Financial Group	Stock	42.9	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Financials, Banks—Regional, Services	48.34	0.25	2.20	0.54
10	TD	Toronto Dominion Bank	Stock	70.39	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Momentum, Banking, Giant Impact, Baby Boomer Prospects, Financials, Banks—Diversified, Services	43.16	0.26	1.19	0.32
11	C	Citigroup	Stock	78.26	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP 500 Index, 100 100, KBW Bank, ARCA Institutional, BETTERINVESTING INDEX, Hedge Favorites, FinTech, Momentum, Warren Buffett Holdings, Investor Banking, Baby Boomer Prospects, Financials, Banks—Diversified, Services	27.79	0.10	2.74	0.29
12	NU	Nu Holdings	Stock	12.15	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Hedge Favorites, Warren Buffett Holdings, Banking, Financials, Banks—Diversified, Services	17.62	0.11	3.06	0.34
13	AVAL	Grupo Aval	Stock	2.9	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Financials, Banks—Regional, Services	6.04	0.03	2.93	0.09
14	ING	ING Group NV	Stock	21.19	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Australia All Ordinaries, WSE WIG INDEX, MWIG40, SPASX 200, Australian, Power Assets, Financials, Banks—Diversified, Services	5.57	0.08	2.29	0.18
15	SAN	Banco Santander SA	Stock	8.04	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, IBEX 35 Index, SBF 120, CAC All-Tradable, All Shares, WSE WIG INDEX, Total Return, 40, Large 60, 120 Gross, All-Tradable Net, Health Care, 40 Tradable, Giant Impact, Financials, Banks—Diversified, Services	5.29	0.16	2.57	0.42
16	BBVA	Banco Bilbao Viscaya	Stock	15.15	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, IBEX 35 Index, Total Return, Power Assets, Financials, Banks—Diversified, Services	5.0	0.10	2.40	0.25
17	NTB	Bank of NT	Stock	43.19	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Financials, Banks—Diversified, Services	4.94	0.21	1.49	0.31
18	CM	Canadian Imperial Bank	Stock	68.83	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, Stock Exchange Of, SP TSX Banking, Financials, Banks—Diversified, Services	4.91	0.29	1.25	0.37
19	BSAC	Banco Santander Chile	Stock	24.83	Diversified Banks, Banks - Regional, Financial Services, NYSE Composite, Financials, Banks—Regional, Services	4.83	0.16	1.83	0.30
20	BNS	Bank of Nova	Stock	53.9	Diversified Banks, Banks - Diversified, Financial Services, NYSE Composite, SP TSX Financials, Banks—Diversified, Services	4.82	0.18	1.21	0.22

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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