(BAM) Brookfield Asset - Performance 47.3% in 12m
BAM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
47.24%
#67 in Peer-Group
Rel. Strength
86.45%
#1032 in Stock-Universe
Total Return 12m
47.34%
#13 in Peer-Group
Total Return 5y
37.49%
#82 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 41.2 |
| P/E Forward | 39.2 |
| High / Low | USD |
|---|---|
| 52 Week High | 60.40 USD |
| 52 Week Low | 36.33 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 15.34 |
| Buy/Sell Signal +-5 | -1.39 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BAM (47.3%) vs XLF (24.4%)
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 |
2.48% | 50.6% | 231% | 7.92 | 6.77 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
-3.44% | 27.8% | 406% | 99.3 | 34.5 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
0.76% | 55.4% | 168% | 14.7 | 13.3 | 1.18 | 28.1% | 10.4% |
| TSLX NYSE Sixth Street Specialty |
5.03% | 19.8% | 133% | 12.4 | 11.4 | 1.27 | -27.1% | -3.62% |
| FHI NYSE Federated Investors |
-1.61% | 36.1% | 128% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| APO NYSE Apollo Global Management |
-8.61% | 15.2% | 193% | 23 | 17 | 1.37 | 3.80% | -28.4% |
| OFS NASDAQ OFS Capital |
5.02% | 7.11% | 214% | 4.02 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
-0.31% | 1.85% | 220% | 9.22 | 9.73 | 0.28 | -21.9% | -23.3% |
Performance Comparison: BAM vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for BAM
| Total Return (including Dividends) | BAM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -5.64% | -2.19% | 1.73% |
| 3 Months | 20.63% | 5.74% | 8.59% |
| 12 Months | 47.34% | 24.42% | 11.46% |
| 5 Years | 37.49% | 127.03% | 109.12% |
| Trend Score (consistency of price movement) | BAM | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | -69.4% | -20.6% | 69.9% |
| 3 Months | 78.1% | 63.2% | 69.3% |
| 12 Months | 70.3% | 79.3% | 43.2% |
| 5 Years | 91.8% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #177 | -3.52% | -7.24% |
| 3 Month | #16 | 14.08% | 11.09% |
| 12 Month | #13 | 18.42% | 32.19% |
| 5 Years | #64 | -16.59% | -16.07% |
FAQs
Does Brookfield Asset (BAM) outperform the market?
Yes,
over the last 12 months BAM made 47.34%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 24.42%.
Over the last 3 months BAM made 20.63%, while XLF made 5.74%.
Performance Comparison BAM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
BAM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -4.7% | -7.4% | -2.9% | 36% |
| US NASDAQ 100 | QQQ | -4.5% | -7.9% | -3.1% | 36% |
| German DAX 40 | DAX | -1.8% | -5% | -18.2% | 19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.8% | -4.8% | -3.3% | 35% |
| Hongkong Hang Seng | HSI | -6.1% | -11.4% | -19.7% | 20% |
| India NIFTY 50 | INDA | -3.5% | -5.7% | -1.4% | 48% |
| Brasil Bovespa | EWZ | -6.6% | -5% | -20% | 39% |
BAM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4% | -8.1% | -5.6% | 24% |
| Consumer Discretionary | XLY | -4.9% | -4% | 6.3% | 29% |
| Consumer Staples | XLP | -4.2% | -6.9% | -3.4% | 39% |
| Energy | XLE | -10.7% | -8.4% | -3.8% | 45% |
| Financial | XLF | -2.5% | -3.5% | -5.1% | 23% |
| Health Care | XLV | -6.4% | -8.9% | -0.8% | 53% |
| Industrial | XLI | -3.5% | -6.6% | -8.1% | 29% |
| Materials | XLB | -4.6% | -7.1% | -2.3% | 48% |
| Real Estate | XLRE | -5.1% | -7.6% | -2.9% | 35% |
| Technology | XLK | -5.4% | -8.5% | -3.8% | 41% |
| Utilities | XLU | -5.4% | -7.9% | -9.9% | 28% |
| Aerospace & Defense | XAR | -4.8% | -13.8% | -21.5% | 6% |
| Biotech | XBI | -4.3% | -13.4% | 7.1% | 58% |
| Homebuilder | XHB | -4.1% | 1.3% | 13.8% | 58% |
| Retail | XRT | -1.3% | -6.8% | 5.2% | 46% |
BAM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -17.5% | -20.9% | -11.5% | 41% |
| Natural Gas | UNG | -0.3% | 4.4% | -18.4% | 66% |
| Gold | GLD | -8.7% | -11.3% | -32.9% | -1% |
| Silver | SLV | -6% | -15.8% | -22.2% | 23% |
| Copper | CPER | -3.6% | -6.9% | -17.4% | 40% |
BAM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -6.2% | -6.5% | -1.3% | 52% |
| iShares High Yield Corp. Bond | HYG | -5.2% | -6% | -6.3% | 39% |