Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBU (Brookfield Business Partners L.P.) | 16.56% | 46.01% | 11.62% | 6.21% | NA | NA | NA | 7.02% |
Data as of 07/03/2025, AR inception is 06/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBU (Brookfield Business Partners L.P.) | 06/02/2016 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.89 | 46.01 | 11.62 | 6.21 | NA | NA | NA | 7.02 | 16.56 | 15.16 | 23.18 | -42.02 | 23.37 | -8.41 | 36.96 | -11.38 | 44.75 | -3.24 |
| Sharpe Ratio | NA | 1.13 | 0.16 | 0.14 | NA | NA | NA | 0.13 | 0.77 | 0.37 | 0.45 | -0.87 | 0.80 | -0.14 | 1.25 | -0.42 | 2.13 | -0.10 |
| Standard Deviation(%) | NA | 37.76 | 41.54 | 39.79 | NA | NA | NA | 40.54 | 42.81 | 30.80 | 43.37 | 49.84 | 29.02 | 63.07 | 28.37 | 30.43 | 20.82 | 54.54 |
| Draw Down(%) | NA | 27.97 | 51.91 | 61.49 | NA | NA | NA | 61.49 | 24.96 | 27.37 | 43.05 | 48.08 | 19.83 | 59.11 | 22.60 | 33.50 | 9.21 | 37.36 |
| Yield(%) | 0.00 | 1.34 | 1.24 | 0.76 | 0.93 | 0.62 | 0.47 | 1.04 | 0.53 | 1.25 | 1.50 | 0.55 | 0.67 | 0.60 | 1.02 | 0.72 | 1.04 | 0.53 |
Data as of 07/03/2025, AR inception 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.) |
22.20%
Jul 2016 - Jul 2019 |
16.79%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart