(BN) Brookfield - Performance 42.3% in 12m
Compare BN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
70.70%
#37 in Group
Rel. Strength
88.13%
#908 in Universe
Total Return 12m
42.25%
#16 in Group
Total Return 5y
120.42%
#51 in Group
P/E 171
97th Percentile in Group
P/E Forward 14.1
74th Percentile in Group
PEG -
(unknown) Percentile in Group
FCF Yield -0.47%
25th Percentile in Group
12m Total Return: BN (42.3%) 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 | -5.04% | -2.70% | -3.01% |
| 3 Months | -6.07% | 4.42% | -3.15% |
| 12 Months | 42.25% | 22.25% | 10.19% |
| 5 Years | 120.42% | 161.62% | 129.24% |
| Trend Score (consistency of price movement) | BN | XLF | S&P 500 |
| 1 Month | 43.5% | 62.5% | -5.5% |
| 3 Months | -62.1% | -0.9% | -58.4% |
| 12 Months | 88.3% | 93.1% | 84.1% |
| 5 Years | 65.2% | 75.2% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #152 | -2.40% | -2.09% |
| 3 Month | #156 | -10.1% | -3.01% |
| 12 Month | #16 | 16.4% | 29.1% |
| 5 Years | #60 | -15.8% | -3.84% |
FAQs
Does BN Brookfield outperforms the market?
Yes,
over the last 12 months BN made 42.25%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.25%.
Over the last 3 months BN made -6.07%, while XLF made 4.42%.
Over the last 3 months BN made -6.07%, 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 | 1.16% | -2.03% | 9.18% | 32.1% |
| US NASDAQ 100 | QQQ | 2.14% | -0.98% | 9.95% | 33.7% |
| US Dow Jones Industrial 30 | DIA | 0.96% | -2.90% | 8.26% | 32.7% |
| German DAX 40 | DAX | 2.46% | -1.66% | -7.61% | 20.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.45% | -5.27% | 24.4% | 33.1% |
| Hongkong Hang Seng | HSI | -0.81% | -7.81% | 18.4% | 24.9% |
| India NIFTY 50 | INDA | 0.13% | -12.9% | 19.5% | 41.6% |
| Brasil Bovespa | EWZ | 1.05% | -13.3% | 17.2% | 54.0% |
BN vs. Sectors BN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.70% | -1.23% | 1.07% | 23.0% |
| Consumer Discretionary | XLY | 0.40% | -1.21% | 5.82% | 28.2% |
| Consumer Staples | XLP | -1.63% | -3.20% | 8.34% | 31.2% |
| Energy | XLE | 0.07% | -13.1% | 3.60% | 41.4% |
| Financial | XLF | 0.68% | -2.34% | -2.98% | 20.0% |
| Health Care | XLV | 0.74% | -1.88% | 13.9% | 40.6% |
| Industrial | XLI | 0.85% | -4.35% | 9.89% | 33.7% |
| Materials | XLB | 0.06% | -5.55% | 17.3% | 46.2% |
| Real Estate | XLRE | -0.88% | -2.35% | 12.3% | 28.9% |
| Technology | XLK | 2.29% | -1.03% | 14.3% | 40.2% |
| Utilities | XLU | -2.13% | -5.86% | 10.1% | 17.0% |
| Aerospace & Defense | XAR | 1.76% | -6.32% | 5.26% | 21.3% |
| Biotech | XBI | 5.72% | 0.81% | 26.9% | 53.3% |
| Homebuilder | XHB | 0.66% | -5.19% | 28.6% | 50.0% |
| Retail | XRT | -1.14% | -4.54% | 13.3% | 47.0% |