Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUAX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS A) | NA | -19.56% | -1.90% | 0.78% | NA | NA | NA | … | … |
Data as of 12/31/2020, Common starting date is 12/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUAX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS A) | 12/13/2013 | 12/31/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.56 | -1.90 | 0.78 | NA | NA | NA | … | … | -19.56 | 25.89 | -7.14 | 2.73 | 7.63 | -4.68 | 28.66 | 1.61 |
| Sharpe Ratio | NA | -0.46 | -0.11 | 0.00 | NA | NA | NA | … | … | -0.46 | 1.96 | -0.52 | 0.20 | 0.42 | -0.28 | 2.68 | 3.76 |
| Standard Deviation(%) | NA | 42.79 | 27.40 | 23.11 | NA | NA | NA | … | … | 42.79 | 12.48 | 16.18 | 10.43 | 17.56 | 16.81 | 10.67 | 11.71 |
| Draw Down(%) | NA | 44.94 | 44.94 | 44.94 | NA | NA | NA | … | … | 44.94 | 6.71 | 13.40 | 6.22 | 15.38 | 18.34 | 7.77 | 1.18 |
| Yield(%) | 0.00 | 2.29 | 3.32 | 4.36 | 4.28 | 2.85 | 2.14 | … | … | 2.32 | 4.54 | 3.50 | 3.70 | 8.47 | 6.22 | 12.20 | 0.00 |
Data as of 12/31/2020, Common starting date is 12/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUAX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS A) |
-4.44%
Mar 2017 – Mar 2020 |
-2.94%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUAX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS A) |
8.98%
Jan 2014 – Jan 2017 |
7.21%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart