Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BROXF (Brookfield Asset Management Inc) | 10.46% | 19.90% | 0.19% | 3.36% | NA | NA | NA | 3.33% |
Data as of 07/25/2025, AR inception is 01/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BROXF (Brookfield Asset Management Inc) | 01/16/2020 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.90 | 0.19 | 3.36 | NA | NA | NA | 3.33 | 10.46 | 1.82 | 0.01 | -17.98 | 8.38 | 17.81 |
| Sharpe Ratio | NA | 1.41 | -0.27 | 0.10 | NA | NA | NA | 0.08 | 1.16 | -0.16 | -0.53 | -1.22 | 0.94 | 0.82 |
| Standard Deviation(%) | NA | 11.85 | 11.65 | 12.47 | NA | NA | NA | 14.18 | 14.10 | 11.54 | 6.99 | 15.97 | 8.87 | 22.40 |
| Draw Down(%) | NA | 5.09 | 18.96 | 28.30 | NA | NA | NA | 28.30 | 5.09 | 9.38 | 6.03 | 20.40 | 4.76 | 14.70 |
| Yield(%) | 0.00 | 6.68 | 5.05 | 5.39 | 2.88 | 1.92 | 1.44 | 5.75 | 3.17 | 6.14 | 5.89 | 4.55 | 4.65 | 5.26 |
Data as of 07/25/2025, AR inception is 01/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROXF (Brookfield Asset Management Inc) |
-9.53%
May 2021 - May 2024 |
1.80%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROXF (Brookfield Asset Management Inc) |
4.94%
Apr 2020 - Apr 2023 |
5.56%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart