(BAM) Brookfield Asset - Performance 44.4% in 12m
Compare BAM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.32%
#41 in Group
Rel. Strength
88.11%
#950 in Universe
Total Return 12m
44.39%
#12 in Group
Total Return 5y
80.79%
#61 in Group
P/E 41.6
89th Percentile in Group
P/E Forward 29.4
89th Percentile in Group
PEG 4.84
92th Percentile in Group
FCF Yield 0.72%
73th Percentile in Group
12m Total Return: BAM (44.4%) vs XLF (22.7%)
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 |
-2.7% | 15.9% | 355% | 16 | 12.6 | 1.83 | 11.6% | 5.92% |
| AGF-B TO AGF Management |
2.72% | 37.1% | 236% | 6.99 | 6 | 1.25 | 81.8% | 68.2% |
| APO NYSE Apollo Global Management |
-0.34% | 27.7% | 291% | 18.2 | 16.6 | 1.37 | 74.1% | 26.5% |
| BCSF NYSE Bain Capital Specialty |
-7.83% | 2.37% | 182% | 8.09 | 10.4 | 1.07 | 24.1% | -1.62% |
| TSLX NYSE Sixth Street Specialty |
-7.24% | 5.49% | 143% | 10.3 | 9.76 | 1.27 | -3.10% | -5.88% |
| BK NYSE The Bank of New York Mellon |
-3.51% | 46% | 163% | 12.8 | 11.6 | 1.03 | 64.4% | 12.5% |
| FHI NYSE Federated Investors |
-0.39% | 31.9% | 129% | 11.2 | 9.9 | 1.9 | 60.9% | 19.9% |
| PNNT NYSE PennantPark Investment |
-6.05% | 4.78% | 271% | 7.25 | 7.61 | 0.28 | -7.30% | -22.8% |
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 | 10.07% | -2.11% | -0.87% |
| 3 Months | -10.16% | -4.92% | -7.58% |
| 12 Months | 44.39% | 22.69% | 11.88% |
| 5 Years | 80.79% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | BAM | XLF | S&P 500 |
| 1 Month | 67.5% | 27.8% | 23% |
| 3 Months | -65.3% | -81% | -88.5% |
| 12 Months | 75.9% | 83.7% | 55.1% |
| 5 Years | 92.2% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #16 | 12.4% | 11.0% |
| 3 Month | #137 | -5.51% | -2.80% |
| 12 Month | #12 | 17.7% | 29.1% |
| 5 Years | #12 | 28.0% | 28.2% |
FAQs
Does BAM Brookfield Asset outperforms the market?
Yes,
over the last 12 months BAM made 44.39%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BAM made -10.16%, while XLF made -4.92%.
Over the last 3 months BAM made -10.16%, while XLF made -4.92%.
Performance Comparison BAM vs Indeces and Sectors
BAM vs. Indices BAM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.85% | 10.9% | 3.87% | 32.5% |
| US NASDAQ 100 | QQQ | 0.82% | 8.67% | 3.44% | 31.7% |
| US Dow Jones Industrial 30 | DIA | 2.79% | 13.3% | 3.96% | 35.2% |
| German DAX 40 | DAX | 3.08% | 8.75% | -15.7% | 19.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.81% | 12.9% | 6.86% | 38.4% |
| Hongkong Hang Seng | HSI | 2.84% | 10.0% | 1.95% | 30.5% |
| India NIFTY 50 | INDA | 4.69% | 6.01% | 3.58% | 41.3% |
| Brasil Bovespa | EWZ | 2.65% | 5.47% | 0.17% | 50.2% |
BAM vs. Sectors BAM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.60% | 11.1% | -2.26% | 20.4% |
| Consumer Discretionary | XLY | 1.77% | 10.2% | 1.36% | 31.1% |
| Consumer Staples | XLP | 5.35% | 9.87% | -1.44% | 33.2% |
| Energy | XLE | 6.33% | 23.9% | 9.66% | 55.5% |
| Financial | XLF | 3.24% | 12.2% | -3.73% | 21.7% |
| Health Care | XLV | 1.93% | 13.9% | 5.56% | 42.7% |
| Industrial | XLI | 1.43% | 9.96% | 3.16% | 34.8% |
| Materials | XLB | 2.46% | 12.5% | 11.3% | 47.9% |
| Real Estate | XLRE | 3.37% | 11.4% | 4.76% | 26.3% |
| Technology | XLK | -0.60% | 8.38% | 7.21% | 36.7% |
| Utilities | XLU | 4.69% | 10.0% | 1.75% | 22.6% |
| Aerospace & Defense | XAR | 0.90% | 3.68% | -9.66% | 17.8% |
| Biotech | XBI | 0.55% | 7.79% | 16.5% | 46.2% |
| Homebuilder | XHB | 2.54% | 12.3% | 18.7% | 51.4% |
| Retail | XRT | 3.42% | 10.6% | 9.44% | 47.1% |