Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BEPH (Brookfield BRP Holdings (Canada (BEPH)) | 4.38% | 6.01% | 1.10% | NA | NA | NA | NA | -4.42% |
Data as of 08/01/2025, AR inception is 04/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEPH (Brookfield BRP Holdings (Canada (BEPH)) | 04/19/2021 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.57 | 6.01 | 1.10 | NA | NA | NA | NA | -4.42 | 4.38 | 8.23 | 21.71 | -39.67 | 0.64 |
| Sharpe Ratio | NA | 0.11 | -0.02 | NA | NA | NA | NA | -0.31 | 0.11 | 0.24 | 0.60 | -1.65 | 0.11 |
| Standard Deviation(%) | NA | 19.06 | 24.58 | NA | NA | NA | NA | 22.32 | 18.37 | 18.85 | 30.22 | 25.05 | 7.61 |
| Draw Down(%) | NA | 21.61 | 27.72 | NA | NA | NA | NA | 43.95 | 14.06 | 13.64 | 23.96 | 41.17 | 8.86 |
| Yield(%) | 0.00 | 7.32 | 6.15 | 3.98 | 1.99 | 1.33 | 0.99 | 4.97 | 5.32 | 7.27 | 8.10 | 4.73 | 2.51 |
Data as of 08/01/2025, AR inception is 04/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEPH (Brookfield BRP Holdings (Canada (BEPH)) |
-9.30%
Jun 2021 - Jun 2024 |
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 |
|---|---|---|---|---|
| BEPH (Brookfield BRP Holdings (Canada (BEPH)) |
4.88%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart