Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUIX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS I) | NA | -19.39% | -1.64% | 1.04% | 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 |
|---|---|---|
| BRUIX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS I) | 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 | -19.39 | -1.64 | 1.04 | NA | NA | NA | … | … | -19.39 | 26.29 | -6.90 | 3.00 | 7.86 | -4.38 | 28.98 | 1.61 |
| Sharpe Ratio | NA | -0.46 | -0.10 | 0.01 | NA | NA | NA | … | … | -0.46 | 1.98 | -0.51 | 0.23 | 0.43 | -0.26 | 2.72 | 3.60 |
| Standard Deviation(%) | NA | 42.79 | 27.43 | 23.14 | NA | NA | NA | … | … | 42.79 | 12.55 | 16.18 | 10.48 | 17.66 | 16.82 | 10.64 | 12.26 |
| Draw Down(%) | NA | 44.98 | 44.98 | 44.98 | NA | NA | NA | … | … | 44.98 | 6.66 | 13.26 | 6.26 | 15.47 | 18.47 | 7.77 | 1.28 |
| Yield(%) | 0.00 | 2.40 | 3.57 | 4.60 | 4.51 | 3.01 | 2.26 | … | … | 2.44 | 4.90 | 3.80 | 3.96 | 8.70 | 7.01 | 12.49 | 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 |
|---|---|---|---|---|
| BRUIX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS I) |
-4.16%
Mar 2017 – Mar 2020 |
-2.62%
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 |
|---|---|---|---|---|
| BRUIX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS I) |
9.26%
Jan 2014 – Jan 2017 |
7.50%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart