Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BNT (Brookfield Wealth Solutions Ltd.) | 12.11% | 49.80% | 17.74% | 3.57% | 1.77% | 1.18% | 9.69% | 15.65% |
Data as of 07/03/2025, AR inception is 01/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNT (Brookfield Wealth Solutions Ltd.) | 01/04/1999 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.16 | 49.80 | 17.74 | 3.57 | 1.77 | 1.18 | 9.69 | 15.65 | 12.11 | 43.26 | 30.12 | -43.66 | 323.83 | 48.38 | -38.03 | 52.65 | -19.17 | 65.22 | -21.00 | 73.45 | -5.06 | 266.59 |
| Sharpe Ratio | NA | 1.32 | 0.37 | 0.46 | 0.20 | NA | NA | 0.22 | 0.33 | 1.53 | 0.87 | -1.17 | 0.05 | 0.99 | -0.85 | 1.09 | -0.49 | 1.46 | -0.42 | 1.46 | -0.13 | 3.37 |
| Standard Deviation(%) | NA | 34.56 | 33.03 | 79.00 | 79.00 | NA | NA | 62.16 | 40.69 | 25.90 | 30.56 | 38.56 | 201.06 | 45.78 | 49.04 | 46.40 | 40.74 | 44.30 | 53.14 | 49.54 | 69.88 | 78.58 |
| Draw Down(%) | NA | 27.64 | 39.99 | 49.00 | 49.00 | NA | NA | 66.49 | 27.64 | 11.45 | 24.52 | 45.32 | 22.17 | 28.23 | 60.80 | 38.48 | 41.38 | 37.13 | 45.29 | 39.25 | 63.02 | 29.05 |
| Yield(%) | 0.00 | 0.79 | 4.10 | 1.93 | 0.96 | 0.64 | 2.57 | 13.65 | 0.31 | 0.83 | 0.89 | 7.97 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 01/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNT (Brookfield Wealth Solutions Ltd.) |
-15.94%
Apr 2002 - Apr 2005 |
-4.20%
Mar 2002 - Mar 2007 |
13.91%
Jul 2013 - Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNT (Brookfield Wealth Solutions Ltd.) |
86.57%
Mar 1999 - Mar 2002 |
53.76%
Jan 2020 - Jan 2025 |
44.13%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart