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Performance of BAM Brookfield Asset | 18.5% in 12m

Compare BAM with Indices, Sectors and Commodities ✔ like Oil, Gas, Gold, Yields and Bonds. Who outperforms?

Compare Brookfield Asset with its related Sector/Index XLF

Compare Brookfield Asset with its related Sector/Index XLF

Performance Duell BAM vs XLF

TimeFrame BAM XLF
1 Week 0.15% -3.17%
1 Month 2.62% 6.72%
3 Months 5.81% 7.69%
6 Months -1.39% 9.90%
12 Months 18.5% 30.74%
YTD 8.14% 18.20%
Rel. Perf. 1m -0.29
Rel. Perf. 3m -0.31
Rel. Perf. 6m -1.06
Rel. Perf. 12m -1.06
Spearman 1m 0.71 0.92
Spearman 3m 0.64 0.86

Is Brookfield Asset a good stock to buy?

Partly, yes. Based on ValueRay Fundamental Analyses, Brookfield Asset (NYSE:BAM) is currently (September 2024) ok to buy, but has to be watched. It has a ValueRay Fundamental Rating of 54.63 and therefor a somewhat positive outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of BAM as of September 2024 is 40.08. This means that BAM is currently overvalued and has a potential downside of -1.81% (Sold with Premium).

Is BAM a buy, sell or hold?

  • Strong Buy: 2
  • Buy: 3
  • Hold: 6
  • Sell: 1
  • Strong Sell: 1
Brookfield Asset has received a consensus analysts rating of 3.31. Therefor, it is recommend to hold BAM.
Values above 0%: BAM is performing better - Values below 0%: BAM is underperforming

Compare BAM with Broad Market Indices

Symbol 1w 1m 6m 12m
US S&P 500 SPY 4.29% -0.87% -8.07% -3.71%
US NASDAQ 100 QQQ 5.94% 0.54% -3.94% -1.38%
US Dow Jones Industrial 30 DIA 2.97% -1.18% -6.69% -0.03%
German DAX 40 DBXD 3.39% -2.78% -4.22% 3.87%
UK FTSE 100 ISFU 2.40% -3.65% -13.71% 0.31%
Shanghai Shenzhen CSI 300 CSI 300 2.83% 4.93% 4.88% 29.38%
Hongkong Hang Seng HSI 2.37% -2.15% -1.90% 24.31%
Japan Nikkei 225 EXX7 7.27% -3.06% 8.74% 12.61%
India NIFTY 50 INDA 2.25% 0.01% -9.83% -5.84%
Brasil Bovespa EWZ 1.86% -4.26% 7.12% 18.23%

BAM Brookfield Asset vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 4.22% 2.03% -8.76% -6.05%
Consumer Discretionary XLY 2.67% -2.77% -3.38% 12.38%
Consumer Staples XLP -0.43% -3.45% -13.21% 0.32%
Energy XLE 5.92% 3.74% -1.71% 20.61%
Financial XLF 3.32% -4.10% -11.29% -12.27%
Health Care XLV 2.22% -1.75% -7.62% 0.82%
Industrial XLI 4.39% -0.53% -5.60% -2.60%
Materials XLB 4.81% 1.03% -3.49% 6.82%
Real Estate XLRE -0.03% -2.39% -13.16% -4.90%
Technology XLK 7.60% 0.96% -0.14% 0.15%
Utilities XLU 0.65% -1.55% -23.51% -5.29%
Aerospace & Defense XAR 5.36% -1.38% -5.86% -7.87%
Biotech XBI 4.83% 0.42% 2.09% -4.14%
Homebuilder XHB 4.55% -0.80% -9.23% -19.13%
Retail XRT 5.13% 3.13% 1.86% -0.18%

BAM Brookfield Asset vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 7.43% 7.48% 5.89% 30.52%
Natural Gas UNG -6.96% -4.89% 15.79% 65.12%
Gold GLD 0.44% -1.88% -17.40% -10.80%
Silver SLV 3.45% -0.79% -16.68% -1.95%
Copper CPER 3.57% 1.63% -6.96% 10.02%

Returns of BAM vs. Yields & Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.36% -0.79% -7.20% 7.94%
iShares High Yield Corp. Bond HYG -0.57% -0.48% -7.46% 5.38%
Does Brookfield Asset outperform its market, is BAM a Sector Leader?
No, over the last 12 months Brookfield Asset (BAM) made 18.47%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 30.74%.
Over the last 3 months BAM made 5.81%, while XLF made 7.69%.
Period BAM XLF S&P 500
1 Month 2.62% 6.72% 3.49%
3 Months 5.81% 7.69% 1.39%
12 Months 18.47% 30.74% 22.18%