Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLRYX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS Y) | 7.76% | 12.99% | 8.92% | 0.71% | 3.16% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLRYX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS Y) | 12/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 12.99 | 8.92 | 0.71 | 3.16 | NA | NA | … | … | 7.76 | 10.99 | 1.20 | 7.11 | -22.02 | 23.74 | -10.36 | 20.43 | -8.12 | 10.20 | 5.22 | -1.33 | 19.51 | 5.21 | 32.93 | 0.20 |
| Sharpe Ratio | NA | 1.00 | 0.47 | -0.08 | 0.10 | NA | NA | … | … | 1.56 | 0.55 | -0.18 | 0.20 | -1.09 | 1.67 | -0.28 | 2.09 | -0.78 | 1.21 | 0.33 | -0.10 | 2.17 | 0.41 | 2.59 | 0.13 |
| Standard Deviation(%) | NA | 11.94 | 14.79 | 16.53 | 18.07 | NA | NA | … | … | 13.50 | 14.85 | 13.82 | 17.16 | 21.59 | 14.19 | 37.49 | 9.09 | 12.24 | 7.90 | 15.32 | 13.92 | 9.00 | 12.64 | 12.81 | 20.14 |
| Draw Down(%) | NA | 10.68 | 17.55 | 31.84 | 43.16 | NA | NA | … | … | 10.68 | 12.05 | 11.92 | 21.48 | 31.03 | 7.77 | 43.16 | 4.90 | 11.28 | 4.42 | 12.57 | 13.70 | 7.75 | 13.61 | 9.36 | 5.13 |
| Yield(%) | 0.00 | 3.42 | 3.08 | 2.07 | 3.19 | 5.14 | 3.85 | … | … | 1.73 | 2.78 | 2.67 | 1.96 | 1.59 | 2.79 | 3.12 | 5.72 | 3.81 | 4.13 | 5.21 | 3.84 | 7.26 | 6.26 | 12.14 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRYX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS Y) |
-6.69%
Sep 2019 – Sep 2022 |
-2.86%
Mar 2015 – Mar 2020 |
1.36%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRYX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS Y) |
17.39%
Jan 2012 – Jan 2015 |
10.83%
May 2012 – May 2017 |
7.67%
Jan 2012 – Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart