Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAM (Brookfield Asset Management Ltd.) | -8.04% | -13.51% | 18.31% | 1.67% | 5.16% | 10.95% | 11.69% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1983
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAM (Brookfield Asset Management Ltd.) | 12/30/1983 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | -13.51 | 18.31 | 1.67 | 5.16 | 10.95 | 11.69 | … | … | -8.04 | -0.24 | 39.70 | 45.61 | -51.97 | 47.79 | -27.67 | 53.10 | -10.65 | 33.82 | 6.35 | 44.26 | 32.10 | 15.30 | 35.63 | -16.09 | 53.28 | 49.58 | -56.34 | 68.72 | -2.93 | 41.98 | 20.91 | 55.51 | 19.23 | 32.07 | 16.85 | -3.14 | -23.10 | 22.88 | 25.53 | 22.61 | 17.35 | 15.29 | -33.07 | 17.59 | -41.94 | 3.33 | 7.78 | 7.74 | 52.71 | 11.54 | -26.32 | 0.00 |
| Sharpe Ratio | NA | -0.39 | 0.58 | -0.01 | 0.11 | NA | NA | … | … | -0.46 | -0.09 | 1.42 | 1.53 | -0.99 | 1.95 | -0.43 | 3.52 | -0.61 | 2.43 | 0.25 | 0.96 | 2.13 | 0.85 | 1.94 | -0.56 | 2.14 | 1.01 | -1.01 | 1.29 | -0.14 | 2.15 | 0.41 | 2.69 | 0.74 | 1.10 | 0.34 | -0.21 | -0.90 | 0.74 | 1.14 | 0.96 | 0.64 | 0.33 | -1.17 | 0.54 | -2.15 | -0.17 | 0.13 | 0.09 | 1.76 | 0.30 | -1.65 | NA |
| Standard Deviation(%) | NA | 29.39 | 29.83 | 35.30 | 34.38 | NA | NA | … | … | 32.70 | 33.62 | 25.40 | 27.64 | 54.04 | 24.51 | 65.41 | 14.68 | 19.81 | 13.69 | 24.53 | 45.90 | 15.08 | 17.87 | 18.53 | 28.62 | 24.90 | 49.13 | 56.56 | 51.04 | 44.21 | 18.44 | 48.64 | 20.33 | 24.29 | 27.53 | 36.67 | 30.68 | 29.46 | 25.78 | 19.01 | 19.47 | 22.30 | 39.16 | 30.13 | 25.09 | 22.00 | 15.58 | 22.37 | 41.13 | 27.40 | 20.37 | 20.09 | 0.00 |
| Draw Down(%) | NA | 30.37 | 30.37 | 55.56 | 58.91 | NA | NA | … | … | 21.45 | 29.54 | 11.72 | 20.47 | 54.69 | 10.23 | 57.50 | 6.13 | 18.07 | 5.01 | 13.42 | 18.28 | 9.83 | 12.30 | 9.97 | 23.02 | 16.40 | 35.66 | 66.26 | 23.88 | 36.70 | 9.76 | 38.70 | 15.90 | 21.46 | 19.81 | 19.66 | 26.32 | 41.99 | 13.99 | 13.41 | 15.00 | 13.39 | 40.00 | 41.91 | 20.42 | 48.94 | 15.60 | 15.43 | 42.69 | 18.50 | 26.42 | 35.07 | 0.00 |
| Yield(%) | 1.02 | 3.32 | 5.17 | 2.55 | 3.73 | 5.64 | 5.36 | … | … | 1.88 | 3.22 | 3.91 | 4.50 | 0.93 | 1.32 | 1.24 | 2.11 | 1.39 | 1.69 | 1.73 | 1.96 | 2.71 | 2.03 | 2.10 | 1.56 | 2.33 | 3.37 | 1.43 | 1.48 | 1.69 | 1.65 | 3.03 | 4.98 | 5.63 | 6.92 | 7.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/30/1983
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAM (Brookfield Asset Management Ltd.) |
-27.89%
Jan 1990 – Jan 1993 |
-16.90%
Feb 1988 – Feb 1993 |
-2.58%
Nov 1989 – Nov 1999 |
1.01%
Mar 1984 – Mar 1999 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAM (Brookfield Asset Management Ltd.) |
49.27%
Jun 2004 – Jun 2007 |
39.20%
Oct 2002 – Oct 2007 |
25.57%
Mar 2009 – Mar 2019 |
23.62%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart