Banks - Diversified Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1BBVA Banco Bilbao Viscaya
324.48
 0.33 
 2.00 
 0.66 
2MUFG Mitsubishi UFJ Financial
257.46
 0.20 
 1.79 
 0.37 
3UBS UBS Group AG
254.81
 0.07 
 2.04 
 0.15 
4BCS Barclays PLC ADR
233.2
 0.15 
 2.48 
 0.38 
5ING ING Group NV
232.12
 0.27 
 1.67 
 0.45 
6SMFG Sumitomo Mitsui Financial
209.65
 0.11 
 1.65 
 0.19 
7SAN Banco Santander SA
192.8
 0.32 
 2.34 
 0.75 
8BK The Bank of
161.49
 0.11 
 1.64 
 0.18 
9JPM JPMorgan Chase Co
155.84
 0.06 
 1.52 
 0.09 
10NTB Bank of NT
138.4
 0.08 
 1.77 
 0.14 
11WFC Wells Fargo
137.77
 0.04 
 1.82 
 0.08 
12CM Canadian Imperial Bank
109.6
(0.10)
 1.28 
(0.12)
13BMO Bank of Montreal
105.13
 0.03 
 1.10 
 0.03 
14HSBC HSBC Holdings PLC
102.11
 0.25 
 1.37 
 0.34 
15BAC Bank of America
98.24
(0.02)
 1.59 
(0.04)
16RY Royal Bank of
89.18
(0.03)
 1.30 
(0.04)
17C Citigroup
67.21
 0.04 
 2.00 
 0.08 
18TD Toronto Dominion Bank
42.71
 0.25 
 1.05 
 0.26 
19BNS Bank of Nova
25.81
(0.14)
 0.96 
(0.14)
20WFC-PL Wells Fargo
5.99
 0.10 
 0.62 
 0.06 
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.