Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
BAMKF (Brookfield Asset Management Inc) 4.97% 20.31% -3.93% 14.43% NA NA NA 7.64%
Data as of 07/09/2025, AR inception is 12/22/2015
More Performance Analytics Comparison
Name Start Date End Date
BAMKF (Brookfield Asset Management Inc) 12/22/2015 07/09/2025
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
Annualized Return (%) 0.00 20.31 -3.93 14.43 NA NA NA 7.64 4.97 34.02 -38.27 12.10 94.10 -30.37 -15.94 5.41 51.35 9.97 0.00
Sharpe Ratio NA 1.78 -0.28 0.43 NA NA NA 0.21 1.78 1.70 -1.01 1.40 2.12 -0.71 -0.71 1.54 2.01 2.07 0.00
Standard Deviation(%) NA 9.59 26.23 28.58 NA NA NA 27.54 4.01 17.86 41.62 7.63 44.37 43.25 24.40 2.63 25.38 4.72 NA
Draw Down(%) NA 0.00 41.54 41.54 NA NA NA 44.69 0.00 1.39 41.54 0.00 0.00 35.00 21.38 0.00 0.61 0.00 0.00
Yield(%) 0.00 6.38 4.14 7.98 6.45 4.30 3.23 7.17 2.87 7.19 4.14 4.35 7.45 4.84 5.30 5.30 8.07 9.62 0.00
Data as of 07/09/2025, AR inception is 12/22/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAMKF (Brookfield Asset Management Inc) -15.19%
Aug 2017 - Aug 2020
-4.89%
Jul 2018 - Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAMKF (Brookfield Asset Management Inc) 15.86%
Jan 2019 - Jan 2022
14.54%
Apr 2020 - Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart