Performance Comparison
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 07/11/2025, AR inception is 12/22/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAMKF (Brookfield Asset Management Inc) | 12/22/2015 | 07/11/2025 |
| 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 07/11/2025, 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