Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKAMF (Brookfield Asset Management Inc) | 1.97% | 8.12% | 1.40% | -0.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKAMF (Brookfield Asset Management Inc) | 12/13/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.12 | 1.40 | -0.59 | NA | NA | NA | … | … | 1.97 | 8.12 | -9.95 | 6.73 | -2.18 | 64.10 | -14.95 | 0.00 |
| Sharpe Ratio | NA | 1.40 | -0.17 | 0.18 | NA | NA | NA | … | … | 0.78 | 1.36 | -0.74 | 0.95 | -0.48 | 1.62 | -0.50 | 0.00 |
| Standard Deviation(%) | NA | 3.89 | 11.03 | 16.70 | NA | NA | NA | … | … | 3.07 | 3.94 | 18.35 | 3.25 | 7.47 | 39.55 | 30.21 | NA |
| Draw Down(%) | NA | 0.03 | 16.41 | 19.52 | NA | NA | NA | … | … | 0.03 | 0.03 | 16.41 | 0.00 | 6.81 | 9.27 | 26.43 | 0.00 |
| Yield(%) | 0.00 | 7.70 | 6.43 | 5.01 | 4.15 | 2.77 | 2.08 | … | … | 1.93 | 7.70 | 6.43 | 6.43 | 4.63 | 7.26 | 5.76 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKAMF (Brookfield Asset Management Inc) |
-5.72%
Jun 2021 – Jun 2024 |
5.48%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKAMF (Brookfield Asset Management Inc) |
23.25%
Mar 2020 – Mar 2023 |
12.54%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart