Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BRUCX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS C) | NA | -19.91% | -2.49% | 0.13% | NA | NA | NA | 3.10% |
Data as of 12/31/2020, AR inception is 12/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUCX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS C) | 12/13/2013 | 12/31/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.91 | -2.49 | 0.13 | NA | NA | NA | 3.10 | -19.91 | 25.15 | -7.85 | 1.95 | 6.88 | -5.18 | 27.68 | 1.61 |
| Sharpe Ratio | NA | -0.47 | -0.13 | -0.03 | NA | NA | NA | 0.11 | -0.47 | 1.89 | -0.57 | 0.13 | 0.38 | -0.20 | 2.58 | 3.61 |
| Standard Deviation(%) | NA | 42.82 | 27.43 | 23.15 | NA | NA | NA | 22.12 | 42.82 | 12.54 | 16.19 | 10.49 | 17.64 | 25.45 | 10.70 | 12.21 |
| Draw Down(%) | NA | 45.01 | 45.01 | 45.01 | NA | NA | NA | 45.01 | 45.01 | 6.80 | 13.63 | 6.24 | 15.48 | 24.83 | 7.86 | 1.28 |
| Yield(%) | 0.00 | 2.00 | 2.72 | 3.74 | 3.80 | 2.54 | 1.90 | 5.43 | 2.03 | 3.65 | 2.78 | 2.94 | 7.91 | 5.64 | 11.41 | 0.00 |
Data as of 12/31/2020, AR inception is 12/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUCX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS C) |
-5.08%
Mar 2017 - Mar 2020 |
-3.53%
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 |
|---|---|---|---|---|
| BRUCX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS C) |
8.22%
Jan 2014 - Jan 2017 |
6.47%
Sep 2014 - Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart