Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRUYX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS Y) | NA | -19.41% | -1.64% | 1.07% | NA | NA | NA | … | … |
Data as of 12/31/2020, Common starting date is 12/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRUYX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS Y) | 12/13/2013 | 12/31/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.41 | -1.64 | 1.07 | NA | NA | NA | … | … | -19.41 | 26.32 | -6.98 | 3.19 | 7.94 | -4.30 | 28.98 | 1.61 |
| Sharpe Ratio | NA | -0.46 | -0.10 | 0.01 | NA | NA | NA | … | … | -0.46 | 1.98 | -0.51 | 0.24 | 0.44 | -0.26 | 2.72 | 3.58 |
| Standard Deviation(%) | NA | 42.71 | 27.37 | 23.10 | NA | NA | NA | … | … | 42.71 | 12.58 | 16.14 | 10.51 | 17.61 | 16.86 | 10.65 | 12.32 |
| Draw Down(%) | NA | 44.91 | 44.91 | 44.91 | NA | NA | NA | … | … | 44.91 | 6.64 | 13.22 | 6.24 | 15.36 | 18.31 | 7.77 | 1.28 |
| Yield(%) | 0.00 | 2.39 | 3.56 | 4.60 | 4.51 | 3.01 | 2.26 | … | … | 2.43 | 4.89 | 3.78 | 3.95 | 8.69 | 7.01 | 12.49 | 0.00 |
Data as of 12/31/2020, Common starting date is 12/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRUYX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS Y) |
-4.11%
Mar 2017 – Mar 2020 |
-2.58%
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 |
|---|---|---|---|---|
| BRUYX (BROOKFIELD U.S. LISTED REAL ESTATE FUND CLASS Y) |
9.32%
Jan 2014 – Jan 2017 |
7.56%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart