(BN) Brookfield - Performance 35.3% in 12m
Compare BN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
68.21%
#42 in Group
Rel. Strength
85.12%
#1138 in Universe
Total Return 12m
35.32%
#18 in Group
Total Return 5y
125.53%
#47 in Group
P/E 167
98th Percentile in Group
P/E Forward 13.7
74th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -1.20%
24th Percentile in Group
12m Total Return: BN (35.3%) vs XLF (22.3%)
5y Drawdown (Underwater) Chart
Top Performers in Asset Management & Custody Banks
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 |
-7.06% | 15.6% | 426% | 14.9 | 13.1 | 0.99 | 33.8% | 30.6% |
| BCSF NYSE Bain Capital Specialty |
-9.11% | 17.5% | 285% | 9.01 | 10.4 | 1.07 | -1.20% | -8.73% |
| AGF-B TO AGF Management Limited |
-7.87% | 30.2% | 375% | 6.83 | 6.08 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-2.12% | 29.8% | 350% | 18.7 | 16.4 | 1.37 | 22.1% | -4.44% |
| PFLT NYSE PennantPark Floating Rate |
-0.93% | 10.4% | 304% | 8.34 | 8.61 | 0.27 | 23.5% | 3.93% |
| TSLX NYSE Sixth Street Specialty |
-2.5% | 16.9% | 223% | 11.1 | 10.5 | 1.27 | -35.1% | -6.83% |
| PNNT NYSE PennantPark Investment |
-1.5% | 17.6% | 348% | 8.4 | 8.55 | 0.28 | -37.9% | -19.4% |
| FHI NYSE Federated Investors |
6.23% | 20.6% | 176% | 12.8 | 10.1 | 1.94 | 45.6% | 9.29% |
Performance Comparison: BN vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BN
| Total Return (including Dividends) | BN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -3.74% | -2.70% | -3.01% |
| 3 Months | -5.33% | 4.42% | -3.15% |
| 12 Months | 35.32% | 22.25% | 10.19% |
| 5 Years | 125.53% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | BN | XLF | S&P 500 |
| 1 Month | 45.2% | 62.5% | -5.5% |
| 3 Months | -57.1% | -0.9% | -58.4% |
| 12 Months | 85.7% | 93.1% | 84.1% |
| 5 Years | 58.1% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #139 | -1.07% | -0.76% |
| 3 Month | #155 | -9.34% | -2.25% |
| 12 Month | #17 | 10.7% | 22.8% |
| 5 Years | #56 | -13.8% | -1.62% |
FAQs
Does BN Brookfield outperforms the market?
Yes,
over the last 12 months BN made 35.32%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months BN made -5.33%, while XLF made 4.42%.
Over the last 3 months BN made -5.33%, while XLF made 4.42%.
Performance Comparison BN vs Indeces and Sectors
BN vs. Indices BN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.89% | -0.73% | 3.16% | 25.1% |
| US NASDAQ 100 | QQQ | 1.87% | 0.32% | 3.93% | 26.7% |
| US Dow Jones Industrial 30 | DIA | 0.69% | -1.60% | 2.24% | 25.8% |
| German DAX 40 | DAX | 2.19% | -0.36% | -13.6% | 13.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.18% | -3.97% | 18.4% | 26.2% |
| Hongkong Hang Seng | HSI | -1.08% | -6.51% | 12.4% | 18.0% |
| India NIFTY 50 | INDA | -0.14% | -11.6% | 13.5% | 34.6% |
| Brasil Bovespa | EWZ | 0.78% | -12.0% | 11.2% | 47.1% |
BN vs. Sectors BN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.43% | 0.07% | -4.95% | 16.1% |
| Consumer Discretionary | XLY | 0.13% | 0.09% | -0.20% | 21.3% |
| Consumer Staples | XLP | -1.90% | -1.90% | 2.32% | 24.3% |
| Energy | XLE | -0.20% | -11.8% | -2.42% | 34.5% |
| Financial | XLF | 0.41% | -1.04% | -9.0% | 13.1% |
| Health Care | XLV | 0.47% | -0.58% | 7.86% | 33.6% |
| Industrial | XLI | 0.58% | -3.05% | 3.87% | 26.8% |
| Materials | XLB | -0.21% | -4.25% | 11.3% | 39.3% |
| Real Estate | XLRE | -1.15% | -1.05% | 6.28% | 22.0% |
| Technology | XLK | 2.02% | 0.27% | 8.28% | 33.3% |
| Utilities | XLU | -2.40% | -4.56% | 4.04% | 10.1% |
| Aerospace & Defense | XAR | 1.49% | -5.02% | -0.76% | 14.4% |
| Biotech | XBI | 5.45% | 2.11% | 20.9% | 46.3% |
| Homebuilder | XHB | 0.39% | -3.89% | 22.5% | 43.0% |
| Retail | XRT | -1.41% | -3.24% | 7.24% | 40.1% |