Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BAMGF (Brookfield Asset Management Inc) | -0.22% | 9.76% | -3.47% | 13.77% | 2.79% | NA | NA | -0.17% |
Data as of 05/02/2025, AR inception is 08/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMGF (Brookfield Asset Management Inc) | 08/14/2013 | 05/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.76 | -3.47 | 13.77 | 2.79 | NA | NA | -0.17 | -0.22 | 20.85 | 8.40 | -29.51 | 36.28 | 4.70 | -3.49 | -12.97 | 29.69 | 22.42 | -43.59 | -3.43 | 2.80 |
| Sharpe Ratio | NA | 0.01 | -0.04 | 0.10 | 0.02 | NA | NA | -0.02 | -0.01 | 0.06 | 0.05 | -0.26 | 1.20 | 0.08 | -0.35 | -0.84 | 1.84 | 0.80 | -1.19 | -0.43 | 2.38 |
| Standard Deviation(%) | NA | 471.43 | 159.55 | 122.67 | 83.29 | NA | NA | 76.66 | 581.40 | 253.49 | 79.10 | 117.81 | 31.55 | 52.44 | 13.97 | 16.99 | 15.85 | 27.77 | 36.64 | 7.96 | 3.15 |
| Draw Down(%) | NA | 51.08 | 60.46 | 63.97 | 63.97 | NA | NA | 63.97 | 39.27 | 51.08 | 42.24 | 63.71 | 11.06 | 36.01 | 15.88 | 21.51 | 3.38 | 23.55 | 47.45 | 6.69 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 3.15 | 6.52 | 4.37 | 2.60 | 1.95 | 3.55 | 0.00 | 1.98 | 6.93 | 4.42 | 3.11 | 6.46 | 5.85 | 4.84 | 5.96 | 9.29 | 6.12 | 5.57 | 2.78 |
Data as of 05/02/2025, AR inception is 08/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMGF (Brookfield Asset Management Inc) |
-21.27%
Oct 2021 - Oct 2024 |
-11.84%
Jul 2017 - Jul 2022 |
-5.68%
Oct 2014 - Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMGF (Brookfield Asset Management Inc) |
21.38%
Feb 2016 - Feb 2019 |
17.07%
Feb 2016 - Feb 2021 |
0.06%
Dec 2014 - Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart