Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BBUC (Brookfield Business Corporation) | -9.23% | 12.72% | 16.90% | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 03/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BBUC (Brookfield Business Corporation) | 03/07/2022 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.23 | 12.72 | 16.90 | NA | NA | NA | NA | … | … | -9.23 | 49.11 | 5.36 | 25.57 | -47.61 |
| Sharpe Ratio | NA | 0.28 | 0.39 | NA | NA | NA | NA | … | … | -0.53 | 1.17 | 0.05 | 0.55 | -0.90 |
| Standard Deviation(%) | NA | 38.46 | 37.88 | NA | NA | NA | NA | … | … | 37.90 | 39.55 | 34.43 | 40.42 | 62.74 |
| Draw Down(%) | NA | 21.01 | 33.98 | NA | NA | NA | NA | … | … | 21.01 | 20.91 | 26.77 | 39.39 | 49.59 |
| Yield(%) | 0.00 | 0.87 | 1.20 | 0.88 | 0.44 | 0.29 | 0.22 | … | … | 0.35 | 1.03 | 1.10 | 1.34 | 1.99 |
Data as of 06/09/2026, Common starting date is 03/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBUC (Brookfield Business Corporation) |
0.75%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BBUC (Brookfield Business Corporation) |
25.42%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart