Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIP (Brookfield Infrastructure Partners L.P.) | 16.32% | 23.71% | 8.04% | 6.08% | 12.73% | 13.37% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIP (Brookfield Infrastructure Partners L.P.) | 01/10/2008 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 23.71 | 8.04 | 6.08 | 12.73 | 13.37 | NA | … | … | 16.32 | 15.15 | 6.40 | 6.65 | -20.73 | 27.77 | 14.38 | 48.70 | -20.70 | 37.35 | 35.60 | -7.64 | 9.63 | 13.30 | 29.64 | 34.45 | 28.72 | 54.20 | -39.70 |
| Sharpe Ratio | NA | 1.16 | 0.17 | 0.14 | 0.40 | NA | NA | … | … | 1.67 | 0.49 | 0.10 | 0.09 | -0.88 | 1.76 | 0.25 | 3.37 | -1.21 | 2.16 | 1.51 | -0.36 | 0.62 | 0.72 | 1.89 | 1.42 | 1.23 | 1.04 | -0.74 |
| Standard Deviation(%) | NA | 19.65 | 29.30 | 26.66 | 28.04 | NA | NA | … | … | 22.83 | 25.18 | 29.09 | 33.20 | 25.29 | 15.77 | 55.24 | 13.99 | 18.33 | 17.08 | 23.47 | 21.37 | 15.58 | 18.37 | 15.76 | 24.26 | 23.21 | 51.92 | 56.23 |
| Draw Down(%) | NA | 12.50 | 41.53 | 49.85 | 51.33 | NA | NA | … | … | 12.25 | 18.57 | 20.47 | 41.53 | 31.48 | 7.73 | 51.33 | 7.99 | 25.31 | 6.30 | 15.38 | 20.22 | 12.62 | 14.99 | 9.84 | 16.61 | 17.46 | 40.12 | 52.09 |
| Yield(%) | 1.15 | 5.28 | 4.58 | 3.10 | 3.51 | 5.25 | 5.47 | … | … | 2.65 | 5.40 | 5.21 | 4.89 | 2.95 | 4.12 | 3.95 | 3.45 | 2.53 | 3.12 | 2.49 | 2.00 | 2.80 | 1.92 | 2.15 | 2.51 | 2.63 | 3.28 | 1.86 |
Data as of 06/04/2026, Common starting date is 01/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIP (Brookfield Infrastructure Partners L.P.) |
-8.05%
Mar 2022 – Mar 2025 |
3.94%
Oct 2018 – Oct 2023 |
6.90%
Oct 2013 – Oct 2023 |
12.37%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIP (Brookfield Infrastructure Partners L.P.) |
42.93%
Jun 2009 – Jun 2012 |
31.41%
Dec 2008 – Dec 2013 |
20.79%
Jun 2009 – Jun 2019 |
17.17%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart