(BN) Brookfield - Performance 51.8% in 12m
BN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
72.09%
#20 in Peer-Group
Rel. Strength
86.07%
#1070 in Stock-Universe
Total Return 12m
51.80%
#14 in Peer-Group
Total Return 5y
154.71%
#19 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 209 |
| P/E Forward | 20.8 |
| High / Low | CAD |
|---|---|
| 52 Week High | 89.53 CAD |
| 52 Week Low | 57.60 CAD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 93.43 |
| Buy/Sell Signal +-5 | 1.09 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BN (51.8%) vs XLF (30%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
6.45% | 58.4% | 226% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
7.11% | 23.4% | 167% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
6.01% | 32.1% | 428% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| FHI NYSE Federated Investors |
7.74% | 44.5% | 144% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| BK NYSE The Bank of New York Mellon |
4.64% | 58.4% | 179% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| PNNT NYSE PennantPark Investment |
5.9% | 3.53% | 275% | 9.56 | 10 | 0.28 | -21.9% | -23.3% |
| OFS NASDAQ OFS Capital |
4.25% | 12% | 231% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| APO NYSE Apollo Global Management |
10.9% | 23.3% | 227% | 24.9 | 18.6 | 1.37 | 3.80% | -28.4% |
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 | 10.56% | 5.08% | 5.25% |
| 3 Months | 33.01% | 20.75% | 24.13% |
| 12 Months | 51.80% | 29.97% | 14.15% |
| 5 Years | 154.71% | 148.72% | 111.83% |
| Trend Score (consistency of price movement) | BN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 88.2% | 64.2% | 81% |
| 3 Months | 85.2% | 86% | 96.9% |
| 12 Months | 54.5% | 78% | 44.9% |
| 5 Years | 68.3% | 75.2% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th87.00 | 5.21% | 5.05% |
| 3 Month | %th87.00 | 10.15% | 7.15% |
| 12 Month | %th93.00 | 16.80% | 32.98% |
| 5 Years | %th87.00 | 2.41% | 20.24% |
FAQs
Does Brookfield (BN) outperform the market?
Yes,
over the last 12 months BN made 51.80%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.97%.
Over the last 3 months BN made 33.01%, while XLF made 20.75%.
Performance Comparison BN vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BN vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.9% | 5.3% | 0.9% | 38% |
| US NASDAQ 100 | QQQ | 2.1% | 5.3% | 0.3% | 39% |
| German DAX 40 | DAX | 4% | 12% | -11.2% | 23% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.1% | 7.3% | -2.5% | 32% |
| Hongkong Hang Seng | HSI | 2.3% | 4.5% | -18.5% | 13% |
| India NIFTY 50 | INDA | 3.7% | 7.1% | 0.6% | 53% |
| Brasil Bovespa | EWZ | -0.6% | 1.8% | -24.1% | 42% |
BN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 3.3% | 4.7% | -3.2% | 27% |
| Consumer Discretionary | XLY | 2.4% | 7.4% | 8.6% | 34% |
| Consumer Staples | XLP | 1.6% | 9.9% | -0.7% | 43% |
| Energy | XLE | 1.6% | 3.5% | 5% | 52% |
| Financial | XLF | 1.2% | 5.5% | -4% | 22% |
| Health Care | XLV | 2.4% | 8.4% | 8.3% | 56% |
| Industrial | XLI | 1.8% | 6.4% | -6.9% | 27% |
| Materials | XLB | -0.4% | 6.3% | -3.6% | 46% |
| Real Estate | XLRE | 1.9% | 9.6% | 1.2% | 39% |
| Technology | XLK | 1.1% | 1.9% | -1.4% | 41% |
| Utilities | XLU | 3% | 8.8% | -2.3% | 29% |
| Aerospace & Defense | XAR | 4% | 3.5% | -17.7% | 2% |
| Biotech | XBI | 0.9% | 7.2% | 14.1% | 59% |
| Homebuilder | XHB | -0.6% | 3.5% | 8.1% | 46% |
| Retail | XRT | -0.7% | 5.6% | 5.2% | 40% |
BN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1% | 2.12% | 9.32% | 59% |
| Natural Gas | UNG | 11.4% | 20.4% | 17.7% | 54% |
| Gold | GLD | 1.6% | 11.8% | -19.7% | 13% |
| Silver | SLV | 0.9% | 3.6% | -16.4% | 34% |
| Copper | CPER | 2.8% | 6% | -16.1% | 41% |
BN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.7% | 9.5% | 4.4% | 54% |
| iShares High Yield Corp. Bond | HYG | 3.1% | 9% | 2% | 42% |