Intercorp Financial Services is a holding company. Co. has three business segments based on products and services: Banking, which mainly related to loans, credit facilities, deposits and accounts; Insurance, which provides annuities and conventional life insurance products, as well as other retail insurance products; and Wealth Management, which provides brokerage and investment management services throughout Peru. The IFS YTD return is shown above.
The YTD Return on the IFS YTD return page and across the coverage universe of our site,
is a measure of the total return for a given investment year-to-date for the current calendar year
(up to the end of prior trading session). Arguably, choosing the current calendar year for a measurement
period is on the one hand completely arbitrary, but on the other hand a year-to-date look can be extremely
useful in the context of our country's tax system which taxes gains and income on a calendar year basis.
Thus, researching Year-To-Date Returns is good practice for investors — whether IFS YTD return or other benchmarks/peers
— and when doing so it is also important to factor in dividends, because a financial instrument's YTD return is
more than just the change in price if that instrument pays a dividend or coupon. Our website aims to empower investors
by performing the IFS YTD return calculation (with any dividends reinvested as applicable), and to provide a
coverage universe of many stocks and ETFs to be able to compare YTD returns.
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