Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAMI (Brookfield Finance I Preferred) | NA | -12.87% | NA | NA | NA | NA | NA | … | … |
Data as of 02/10/2023, Common starting date is 11/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMI (Brookfield Finance I Preferred) | 11/30/2020 | 02/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.86 | -12.87 | NA | NA | NA | NA | NA | … | … | 16.47 | -35.59 | -0.78 | 3.31 |
| Sharpe Ratio | NA | -0.58 | NA | NA | NA | NA | NA | … | … | 8.33 | -1.62 | -0.09 | 8.56 |
| Standard Deviation(%) | NA | 25.36 | NA | NA | NA | NA | NA | … | … | 34.98 | 22.84 | 9.48 | 5.28 |
| Draw Down(%) | NA | 26.21 | NA | NA | NA | NA | NA | … | … | 8.86 | 35.88 | 10.12 | 0.40 |
| Yield(%) | 1.50 | 5.36 | 3.35 | 2.01 | 1.01 | 0.67 | 0.50 | … | … | 1.86 | 4.56 | 4.35 | 0.00 |
Data as of 02/10/2023, Common starting date is 11/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMI (Brookfield Finance I Preferred) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAMI (Brookfield Finance I Preferred) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart