Overview Performance Dividends Peer Group Options

(BAM) Brookfield Asset - Performance 17% in 12m

Compare BAM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 63.47%
#53 in Group
Rel. Strength 77.30%
#1759 in Universe
Total Return 12m 16.97%
#36 in Group
Total Return 5y 59.53%
#82 in Group
P/E 37.9
92th Percentile in Group
P/E Forward 26.9
91th Percentile in Group
PEG 4.84
92th Percentile in Group
FCF Yield 0.79%
74th Percentile in Group

12m Total Return: BAM (17%) vs XLF (16.3%)

Compare overall performance (total returns) of Brookfield Asset with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (BAM) Brookfield Asset - Performance 17% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
BAM -6.65% -15.2% -13.3%
GATE -27.9% 229% 231%
BOWN -8.06% 83.9% -38.3%
ASA -3.95% 11.2% 32.1%
Long Term
Symbol 6m 12m 5y
BAM 0.67% 17% 59.5%
LCS 18.3% 58.1% 708%
GATE 230% 245% 268%
CIX 68.4% 129% 405%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -14.3% 5.85% 385% 14.9 13.1 0.99 33.8% 30.6%
BCSF NYSE
Bain Capital Specialty		 -10.3% 14.8% 280% 9.01 10.4 1.07 -1.20% -8.73%
AGF-B TO
AGF Management Limited		 -12.3% 22.4% 352% 6.83 6.08 1.25 82.9% 18.1%
PFLT NYSE
PennantPark Floating Rate		 -1.11% 10.1% 303% 8.34 8.61 0.27 23.5% 3.93%
APO NYSE
Apollo Global Management		 -14.6% 11.2% 293% 18.7 16.4 1.37 22.1% -4.44%
PNNT NYSE
PennantPark Investment		 -1.36% 16.8% 349% 8.4 8.55 0.28 -37.9% -19.4%
TSLX NYSE
Sixth Street Specialty		 -4.42% 14.3% 217% 11.1 10.5 1.27 -35.1% -6.83%
FHI NYSE
Federated Investors		 2.04% 15.8% 165% 12.8 10.1 1.94 45.6% 9.29%

Performance Comparison: BAM vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BAM
Total Return (including Dividends) BAM XLF S&P 500
1 Month -15.15% -7.49% -7.79%
3 Months -13.26% -1.50% -9.06%
12 Months 16.97% 16.29% 4.64%
5 Years 59.53% 148.74% 117.94%
Trend Score (consistency of price movement) BAM XLF S&P 500
1 Month 39.9% 58.6% -5.5%
3 Months -55.4% -8.5% -61.9%
12 Months 84.2% 92.9% 82.8%
5 Years 92.3% 75.3% 84.4%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #177 -8.27% -7.98%
3 Month #165 -11.9% -4.62%
12 Month #36 0.59% 11.8%
5 Years #30 15.5% 16.9%

FAQs

Does BAM Brookfield Asset outperforms the market?

Yes, over the last 12 months BAM made 16.97%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 16.29%.
Over the last 3 months BAM made -13.26%, while XLF made -1.50%.

Performance Comparison BAM vs Indeces and Sectors

BAM vs. Indices BAM is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -1.29% -7.36% 5.55% 12.3%
US NASDAQ 100 QQQ -0.22% -5.95% 6.80% 14.4%
US Dow Jones Industrial 30 DIA -2.46% -9.11% 3.45% 11.7%
German DAX 40 DAX -2.41% -8.83% -13.4% -0.55%
Shanghai Shenzhen CSI 300 CSI 300 -4.01% -14.4% 15.8% 8.87%
Hongkong Hang Seng HSI -4.80% -16.1% 9.09% 0.44%
India NIFTY 50 INDA -5.47% -22.2% 10.8% 17.2%
Brasil Bovespa EWZ -6.65% -24.2% 6.39% 28.3%

BAM vs. Sectors BAM is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -0.45% -7.05% -2.85% 3.97%
Consumer Discretionary XLY -0.59% -5.52% 2.54% 9.87%
Consumer Staples XLP -8.15% -13.9% -1.65% 4.06%
Energy XLE -0.05% -14.7% 5.19% 24.7%
Financial XLF -1.69% -7.66% -6.41% 0.68%
Health Care XLV -5.38% -11.2% 5.41% 16.0%
Industrial XLI -1.35% -9.08% 6.39% 14.8%
Materials XLB -2.54% -11.1% 12.1% 25.8%
Real Estate XLRE -5.18% -9.55% 5.89% 7.06%
Technology XLK 1.05% -4.59% 12.8% 22.2%
Utilities XLU -8.60% -15.3% 2.27% -7.96%
Aerospace & Defense XAR -1.67% -11.8% 0.61% 1.78%
Biotech XBI 1.99% -6.44% 19.8% 31.0%
Homebuilder XHB 0.40% -8.21% 25.6% 31.8%
Retail XRT -0.24% -6.62% 12.2% 28.5%

BAM vs. Commodities BAM is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -2.37% -13.7% 5.27% 28.1%
Natural Gas UNG -12.3% -13.4% -28.7% -22.6%
Gold GLD -8.23% -22.5% -16.0% -17.7%
Silver SLV 1.11% -15.6% 1.83% 0.15%
Copper CPER -0.74% -20.4% -5.06% 2.85%

BAM vs. Yields & Bonds BAM is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -10.3% -14.7% 3.71% 13.0%
iShares High Yield Corp. Bond HYG -5.77% -13.5% 0.10% 9.64%