Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BROXF (Brookfield Asset Management Inc) | -1.22% | 19.27% | 8.95% | 1.67% | NA | NA | NA | … | … |
Data as of 04/08/2026, Common starting date is 01/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BROXF (Brookfield Asset Management Inc) | 01/16/2020 | 04/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.27 | 8.95 | 1.67 | NA | NA | NA | … | … | -1.22 | 22.59 | 1.82 | 0.01 | -17.98 | 8.38 | 17.81 |
| Sharpe Ratio | NA | 1.69 | 0.56 | -0.07 | NA | NA | NA | … | … | -1.17 | 1.62 | -0.16 | -0.53 | -1.22 | 0.94 | 0.82 |
| Standard Deviation(%) | NA | 9.77 | 10.05 | 11.61 | NA | NA | NA | … | … | 5.98 | 12.44 | 11.54 | 6.99 | 15.97 | 8.87 | 22.40 |
| Draw Down(%) | NA | 2.64 | 9.38 | 28.30 | NA | NA | NA | … | … | 2.64 | 5.09 | 9.38 | 6.03 | 20.40 | 4.76 | 14.70 |
| Yield(%) | 0.00 | 6.41 | 6.10 | 4.66 | 3.25 | 2.17 | 1.62 | … | … | 1.39 | 6.41 | 6.10 | 5.73 | 4.55 | 4.65 | 5.26 |
Data as of 04/08/2026, Common starting date is 01/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROXF (Brookfield Asset Management Inc) |
-9.53%
May 2021 – May 2024 |
1.42%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BROXF (Brookfield Asset Management Inc) |
8.95%
Mar 2023 – Mar 2026 |
5.56%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart