Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEPH (Brookfield BRP Holdings (Canada (BEPH)) | 1.65% | 10.00% | 4.21% | -3.16% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/19/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEPH (Brookfield BRP Holdings (Canada (BEPH)) | 04/19/2021 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.55 | 10.00 | 4.21 | -3.16 | NA | NA | NA | … | … | 1.65 | 5.17 | 8.23 | 21.71 | -39.67 | 0.64 |
| Sharpe Ratio | NA | 0.42 | 0.18 | -0.28 | NA | NA | NA | … | … | -0.37 | 0.14 | 0.24 | 0.60 | -1.65 | 0.11 |
| Standard Deviation(%) | NA | 12.36 | 19.02 | 21.21 | NA | NA | NA | … | … | 10.27 | 16.61 | 18.85 | 30.22 | 25.05 | 7.61 |
| Draw Down(%) | NA | 10.13 | 21.61 | 43.95 | NA | NA | NA | … | … | 5.60 | 14.06 | 13.64 | 23.96 | 41.17 | 8.86 |
| Yield(%) | 0.00 | 7.84 | 6.95 | 4.65 | 2.34 | 1.56 | 1.17 | … | … | 3.74 | 7.10 | 7.27 | 8.10 | 4.73 | 2.51 |
Data as of 06/04/2026, Common starting date 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 |
-3.44%
May 2021 – May 2026 |
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)) |
11.48%
Dec 2022 – Dec 2025 |
-3.44%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart