Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBU (Brookfield Business Partners L.P.) | -5.56% | 34.16% | 22.45% | 3.65% | NA | NA | NA | … | … |
Data as of 06/01/2026, Common starting date is 06/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBU (Brookfield Business Partners L.P.) | 06/02/2016 | 06/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.80 | 34.16 | 22.45 | 3.65 | NA | NA | NA | … | … | -5.56 | 51.69 | 15.16 | 23.18 | -42.02 | 23.37 | -8.41 | 36.96 | -11.38 | 44.75 | -3.24 |
| Sharpe Ratio | NA | 0.85 | 0.50 | 0.02 | NA | NA | NA | … | … | -0.44 | 1.21 | 0.37 | 0.45 | -0.87 | 0.80 | -0.14 | 1.25 | -0.42 | 2.13 | -0.10 |
| Standard Deviation(%) | NA | 38.20 | 38.04 | 40.14 | NA | NA | NA | … | … | 39.43 | 40.48 | 30.80 | 43.37 | 49.84 | 29.02 | 63.07 | 28.37 | 30.43 | 20.82 | 54.54 |
| Draw Down(%) | NA | 20.07 | 38.28 | 61.49 | NA | NA | NA | … | … | 20.07 | 24.96 | 27.37 | 43.05 | 48.08 | 19.83 | 59.11 | 22.60 | 33.50 | 9.21 | 37.36 |
| Yield(%) | 0.19 | 1.00 | 1.34 | 0.55 | 1.03 | 0.69 | 0.52 | … | … | 0.35 | 1.06 | 1.24 | 1.49 | 0.55 | 0.67 | 0.60 | 1.02 | 0.72 | 1.04 | 0.53 |
Data as of 06/01/2026, Common starting date is 06/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBU (Brookfield Business Partners L.P.) |
-13.84%
May 2021 – May 2024 |
-12.57%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBU (Brookfield Business Partners L.P.) |
29.10%
Dec 2022 – Dec 2025 |
16.79%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart