(BN) Brookfield - Performance 34.8% in 12m
Compare BN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
64.08%
#37 in Group
Rel. Strength
84.85%
#1218 in Universe
Total Return 12m
34.80%
#15 in Group
Total Return 5y
102.09%
#53 in Group
P/E 160
98th Percentile in Group
P/E Forward 12.9
74th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -1.23%
22th Percentile in Group
12m Total Return: BN (34.8%) vs XLF (19.3%)
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 |
-8.74% | 14.9% | 352% | 14.4 | 12.8 | 1.86 | 30.9% | 31.1% |
| AGF-B TO AGF Management |
-2.98% | 29.5% | 223% | 6.36 | 5.35 | 1.25 | 82.9% | 18.1% |
| APO NYSE Apollo Global Management |
-9.8% | 20.9% | 269% | 17.2 | 15.1 | 1.37 | 22.6% | -4.44% |
| BCSF NYSE Bain Capital Specialty |
-8.11% | 5.75% | 155% | 8.09 | 10.4 | 1.07 | -1.20% | -8.73% |
| BK NYSE The Bank of New York Mellon |
-7.15% | 41.1% | 148% | 12.5 | 11.3 | 1.01 | 58.8% | 12.8% |
| TSLX NYSE Sixth Street Specialty |
-7.52% | 9.12% | 130% | 9.74 | 9.23 | 1.27 | -35.1% | -6.83% |
| FHI NYSE Federated Investors |
-2.69% | 25.3% | 129% | 11.5 | 8.88 | 1.71 | 45.6% | 9.29% |
| PNNT NYSE PennantPark Investment |
-8.21% | 5.01% | 247% | 7.25 | 7.61 | 0.28 | -37.9% | -19.4% |
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 | -6.58% | -4.78% | -4.31% |
| 3 Months | -14.48% | -6.25% | -7.85% |
| 12 Months | 34.80% | 19.30% | 10.76% |
| 5 Years | 102.09% | 134.53% | 106.31% |
| Trend Score (consistency of price movement) | BN | XLF | S&P 500 |
| 1 Month | -30.6% | -30.6% | -35.6% |
| 3 Months | -88.7% | -83.1% | -89.7% |
| 12 Months | 75.4% | 84.9% | 58.3% |
| 5 Years | 65.4% | 75.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #143 | -1.89% | -2.37% |
| 3 Month | #165 | -8.78% | -7.19% |
| 12 Month | #16 | 13.0% | 21.7% |
| 5 Years | #63 | -13.8% | -2.05% |
FAQs
Does BN Brookfield outperforms the market?
Yes,
over the last 12 months BN made 34.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 19.30%.
Over the last 3 months BN made -14.48%, while XLF made -6.25%.
Over the last 3 months BN made -14.48%, while XLF made -6.25%.
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 | 3.99% | -2.27% | 3.68% | 24.0% |
| US NASDAQ 100 | QQQ | 2.03% | -2.34% | 3.68% | 22.8% |
| US Dow Jones Industrial 30 | DIA | 6.06% | -0.80% | 3.42% | 27.8% |
| German DAX 40 | DAX | 6.65% | -2.77% | -14.8% | 11.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 10.5% | -3.08% | 5.10% | 26.2% |
| Hongkong Hang Seng | HSI | 6.26% | -3.70% | 1.81% | 20.8% |
| India NIFTY 50 | INDA | 11.4% | -8.14% | 2.08% | 33.0% |
| Brasil Bovespa | EWZ | 4.24% | -8.55% | -0.82% | 40.3% |
BN vs. Sectors BN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.13% | -1.0% | -5.06% | 12.4% |
| Consumer Discretionary | XLY | 1.64% | -2.54% | 0.52% | 20.5% |
| Consumer Staples | XLP | 11.5% | -9.33% | -1.64% | 25.3% |
| Energy | XLE | 7.34% | 5.05% | 6.11% | 46.7% |
| Financial | XLF | 5.95% | -1.80% | -4.42% | 15.5% |
| Health Care | XLV | 7.01% | -1.61% | 5.69% | 34.5% |
| Industrial | XLI | 5.82% | -2.51% | 3.33% | 27.9% |
| Materials | XLB | 7.24% | -2.07% | 10.6% | 40.1% |
| Real Estate | XLRE | 8.82% | -4.67% | 5.83% | 19.7% |
| Technology | XLK | 0.18% | -2.06% | 8.55% | 28.6% |
| Utilities | XLU | 8.14% | -8.26% | 0.58% | 14.4% |
| Aerospace & Defense | XAR | 4.43% | -6.28% | -7.59% | 7.82% |
| Biotech | XBI | 4.86% | 1.26% | 16.8% | 37.1% |
| Homebuilder | XHB | 5.74% | -0.56% | 18.7% | 42.8% |
| Retail | XRT | 6.78% | -3.65% | 7.80% | 38.4% |