Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLRIX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS I) | NA | 37.13% | 5.65% | 4.79% | NA | NA | NA | … | … |
Data as of 04/30/2021, Common starting date is 12/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLRIX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS I) | 12/02/2011 | 04/30/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.75 | 37.13 | 5.65 | 4.79 | NA | NA | NA | … | … | 16.13 | -10.35 | 20.45 | -8.05 | 10.13 | 5.22 | -1.40 | 19.61 | 5.21 | 32.83 | 0.20 |
| Sharpe Ratio | NA | 1.72 | 0.20 | 0.22 | NA | NA | NA | … | … | 4.23 | -0.28 | 2.09 | -0.77 | 1.19 | 0.33 | -0.10 | 2.18 | 0.41 | 2.58 | 0.13 |
| Standard Deviation(%) | NA | 21.53 | 23.28 | 19.39 | NA | NA | NA | … | … | 13.78 | 37.26 | 9.10 | 12.23 | 7.96 | 15.30 | 13.89 | 8.99 | 12.69 | 12.83 | 20.14 |
| Draw Down(%) | NA | 12.81 | 43.20 | 43.20 | NA | NA | NA | … | … | 3.44 | 43.20 | 4.90 | 11.29 | 4.35 | 12.58 | 13.71 | 7.76 | 13.54 | 9.36 | 5.13 |
| Yield(%) | 0.00 | 4.60 | 4.12 | 4.19 | 6.27 | 4.18 | 3.13 | … | … | 1.15 | 3.13 | 5.72 | 3.82 | 4.14 | 5.22 | 3.84 | 7.26 | 6.26 | 12.14 | 0.00 |
Data as of 04/30/2021, Common starting date is 12/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLRIX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS I) |
-5.17%
Mar 2017 – Mar 2020 |
-2.86%
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 |
|---|---|---|---|---|
| BLRIX (BROOKFIELD GLOBAL LISTED REAL ESTATE FUND CLASS I) |
17.37%
Jan 2012 – Jan 2015 |
10.84%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart