Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLRCX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS C) | 6.43% | 11.02% | 7.53% | -0.41% | 2.07% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLRCX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS C) | 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 (%) | -2.75 | 11.02 | 7.53 | -0.41 | 2.07 | NA | NA | … | … | 6.43 | 9.85 | 0.17 | 6.08 | -22.79 | 22.51 | -11.27 | 19.19 | -8.98 | 9.07 | 4.47 | -2.31 | 18.28 | 4.19 | 13.79 |
| Sharpe Ratio | NA | 0.90 | 0.39 | -0.14 | 0.04 | NA | NA | … | … | 1.46 | 0.47 | -0.25 | 0.14 | -1.12 | 1.58 | -0.31 | 1.94 | -0.85 | 1.07 | 0.28 | -0.17 | 2.04 | 0.33 | 1.68 |
| Standard Deviation(%) | NA | 11.97 | 14.82 | 16.54 | 18.09 | NA | NA | … | … | 13.58 | 14.88 | 13.84 | 17.13 | 21.61 | 14.19 | 37.56 | 9.12 | 12.28 | 7.92 | 15.25 | 13.91 | 8.97 | 12.61 | 12.77 |
| Draw Down(%) | NA | 10.67 | 17.99 | 33.13 | 43.28 | NA | NA | … | … | 10.67 | 12.14 | 12.20 | 22.02 | 31.57 | 7.83 | 43.28 | 4.94 | 11.71 | 4.48 | 12.60 | 14.27 | 7.94 | 13.65 | 9.36 |
| Yield(%) | 0.00 | 0.92 | 1.37 | 0.94 | 2.16 | 3.38 | 2.54 | … | … | 0.00 | 1.28 | 1.60 | 1.22 | 0.87 | 1.62 | 2.25 | 4.67 | 2.91 | 3.10 | 4.47 | 2.90 | 6.37 | 5.52 | 10.01 |
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 |
|---|---|---|---|---|
| BLRCX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS C) |
-7.62%
Sep 2019 – Sep 2022 |
-3.76%
Mar 2015 – Mar 2020 |
0.37%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRCX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS C) |
11.70%
Jul 2012 – Jul 2015 |
8.56%
Jun 2012 – Jun 2017 |
4.75%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart