Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BBUC (Brookfield Business Corporation) | 32.83% | 44.41% | 12.73% | NA | NA | NA | NA | -2.71% |
Data as of 07/25/2025, AR inception is 03/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBUC (Brookfield Business Corporation) | 03/07/2022 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.32 | 44.41 | 12.73 | NA | NA | NA | NA | -2.71 | 32.83 | 5.36 | 25.57 | -47.61 |
| Sharpe Ratio | NA | 1.02 | 0.21 | NA | NA | NA | NA | -0.14 | 1.44 | 0.05 | 0.55 | -0.90 |
| Standard Deviation(%) | NA | 37.87 | 39.98 | NA | NA | NA | NA | 45.24 | 38.93 | 34.43 | 40.42 | 62.74 |
| Draw Down(%) | NA | 20.91 | 50.87 | NA | NA | NA | NA | 60.13 | 20.91 | 26.77 | 39.39 | 49.59 |
| Yield(%) | 0.00 | 1.11 | 1.08 | 0.74 | 0.37 | 0.25 | 0.18 | 1.23 | 0.51 | 1.10 | 1.33 | 1.99 |
Data as of 07/25/2025, AR inception is 03/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBUC (Brookfield Business Corporation) |
0.75%
Apr 2022 - Apr 2025 |
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 |
|---|---|---|---|---|
| BBUC (Brookfield Business Corporation) |
11.96%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart