Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RA (Brookfield Real Assets Income) | 3.05% | 9.85% | 2.39% | 0.90% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RA (Brookfield Real Assets Income) | 01/04/2017 | 06/04/2026 |
| 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 9.85 | 2.39 | 0.90 | NA | NA | NA | … | … | 3.05 | 8.32 | 15.87 | -9.02 | -13.47 | 32.35 | -4.20 | 24.88 | -9.16 | 15.06 |
| Sharpe Ratio | NA | 0.90 | 0.02 | -0.08 | NA | NA | NA | … | … | 0.55 | 0.53 | 1.47 | -0.47 | -0.58 | 2.16 | -0.09 | 2.82 | -0.98 | 2.09 |
| Standard Deviation(%) | NA | 8.41 | 16.97 | 18.37 | NA | NA | NA | … | … | 10.03 | 10.39 | 8.34 | 27.01 | 25.84 | 14.96 | 48.60 | 8.30 | 10.82 | 6.99 |
| Draw Down(%) | NA | 6.73 | 28.42 | 30.83 | NA | NA | NA | … | … | 6.73 | 8.62 | 5.28 | 28.42 | 20.42 | 7.62 | 50.66 | 5.63 | 19.43 | 3.41 |
| Yield(%) | 0.00 | 10.94 | 9.12 | 8.54 | 8.85 | 5.90 | 4.42 | … | … | 4.56 | 10.56 | 11.00 | 12.98 | 11.26 | 13.46 | 11.13 | 12.28 | 10.21 | 10.62 |
Data as of 06/04/2026, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RA (Brookfield Real Assets Income) |
-6.42%
Apr 2021 – Apr 2024 |
-0.28%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RA (Brookfield Real Assets Income) |
17.70%
Mar 2020 – Mar 2023 |
10.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart