Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BXDIF (Brookfield Asset Management Inc) | 7.50% | 10.24% | 2.67% | 16.72% | NA | NA | NA | 6.10% |
Data as of 08/01/2025, AR inception is 04/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXDIF (Brookfield Asset Management Inc) | 04/12/2019 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.24 | 2.67 | 16.72 | NA | NA | NA | 6.10 | 7.50 | 8.48 | -8.07 | -8.74 | 65.92 | -9.45 | -2.96 |
| Sharpe Ratio | NA | 0.91 | -0.05 | 0.78 | NA | NA | NA | 0.14 | 1.24 | 0.82 | -0.57 | -0.59 | 2.67 | -0.17 | -0.30 |
| Standard Deviation(%) | NA | 7.81 | 13.03 | 18.70 | NA | NA | NA | 27.46 | 8.63 | 5.90 | 20.61 | 17.36 | 24.71 | 55.29 | 18.54 |
| Draw Down(%) | NA | 2.51 | 17.97 | 24.42 | NA | NA | NA | 40.23 | 2.33 | 2.51 | 17.97 | 16.46 | 5.03 | 40.23 | 12.97 |
| Yield(%) | 0.00 | 8.83 | 7.87 | 11.16 | 4.15 | 2.77 | 2.07 | 6.92 | 3.99 | 10.48 | 8.93 | 4.21 | 4.65 | 4.52 | 5.58 |
Data as of 08/01/2025, AR inception is 04/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXDIF (Brookfield Asset Management Inc) |
-3.62%
Nov 2021 - Nov 2024 |
4.70%
May 2019 - May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BXDIF (Brookfield Asset Management Inc) |
28.51%
Sep 2020 - Sep 2023 |
16.73%
May 2020 - May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart