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Performance Comparison
Comparison Box

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