Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BXDIF (Brookfield Asset Management Inc) | 6.34% | 17.38% | 7.36% | 10.45% | NA | NA | NA | … | … |
Data as of 04/02/2026, Common starting date is 04/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BXDIF (Brookfield Asset Management Inc) | 04/12/2019 | 04/02/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 17.38 | 7.36 | 10.45 | NA | NA | NA | … | … | 6.34 | 17.21 | 8.48 | -8.07 | -8.74 | 65.92 | -9.45 | -2.96 |
| Sharpe Ratio | NA | 1.59 | 0.29 | 0.48 | NA | NA | NA | … | … | 2.59 | 1.52 | 0.82 | -0.57 | -0.59 | 2.67 | -0.17 | -0.30 |
| Standard Deviation(%) | NA | 9.18 | 13.78 | 16.72 | NA | NA | NA | … | … | 9.60 | 9.60 | 5.90 | 20.61 | 17.36 | 24.71 | 55.29 | 18.54 |
| Draw Down(%) | NA | 2.32 | 17.97 | 24.42 | NA | NA | NA | … | … | 0.01 | 2.33 | 2.51 | 17.97 | 16.46 | 5.03 | 40.23 | 12.97 |
| Yield(%) | 0.00 | 6.94 | 7.69 | 7.87 | 4.60 | 3.07 | 2.30 | … | … | 1.55 | 7.73 | 10.48 | 8.65 | 4.21 | 4.65 | 4.52 | 5.58 |
Data as of 04/02/2026, Common starting date 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 |
16.82%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart