Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLRAX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS A) | 6.75% | 11.87% | 8.34% | 0.33% | 2.81% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLRAX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS A) | 05/01/2012 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.76 | 11.87 | 8.34 | 0.33 | 2.81 | NA | NA | … | … | 6.75 | 10.72 | 0.86 | 6.83 | -22.16 | 23.40 | -10.60 | 20.09 | -8.22 | 9.84 | 5.02 | -1.55 | 19.25 | 5.00 | 14.29 |
| Sharpe Ratio | NA | 0.97 | 0.45 | -0.09 | 0.08 | NA | NA | … | … | 1.53 | 0.53 | -0.20 | 0.19 | -1.10 | 1.64 | -0.29 | 2.04 | -0.79 | 1.16 | 0.31 | -0.11 | 2.16 | 0.39 | 1.74 |
| Standard Deviation(%) | NA | 11.96 | 14.82 | 16.56 | 18.11 | NA | NA | … | … | 13.57 | 14.82 | 13.89 | 17.15 | 21.62 | 14.27 | 37.62 | 9.10 | 12.21 | 7.95 | 15.30 | 13.91 | 8.93 | 12.59 | 12.77 |
| Draw Down(%) | NA | 10.67 | 17.68 | 32.15 | 43.23 | NA | NA | … | … | 10.67 | 12.08 | 12.06 | 21.60 | 31.17 | 7.78 | 43.23 | 4.84 | 11.35 | 4.42 | 12.53 | 13.80 | 7.77 | 13.56 | 9.44 |
| Yield(%) | 0.00 | 2.94 | 2.66 | 1.79 | 2.93 | 4.16 | 3.12 | … | … | 1.41 | 2.25 | 2.44 | 1.78 | 1.42 | 2.51 | 2.93 | 5.46 | 3.57 | 3.85 | 5.02 | 3.63 | 7.00 | 6.06 | 10.56 |
Data as of 06/03/2026, Common starting date is 05/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRAX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS A) |
-6.89%
Sep 2019 – Sep 2022 |
-3.07%
Mar 2015 – Mar 2020 |
1.11%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRAX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS A) |
12.54%
Jul 2012 – Jul 2015 |
9.32%
Jun 2012 – Jun 2017 |
5.52%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart