(BN) Brookfield - Performance 52.4% in 12m
BN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
66.78%
#46 in Peer-Group
Rel. Strength
85.89%
#1049 in Stock-Universe
Total Return 12m
52.40%
#25 in Peer-Group
Total Return 5y
142.33%
#41 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 205 |
| P/E Forward | 20.8 |
| High / Low | USD |
|---|---|
| 52 Week High | 61.98 USD |
| 52 Week Low | 40.67 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 84.14 |
| Buy/Sell Signal +-5 | 1.26 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BN (52.4%) vs XLF (29.7%)
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 |
11.8% | 65.1% | 236% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
4.7% | 22.3% | 161% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
5.47% | 31.7% | 418% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
1.88% | 54.7% | 174% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| OFS NASDAQ OFS Capital |
6.42% | 14.1% | 236% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| FHI NYSE Federated Investors |
6.21% | 41.4% | 140% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| PNNT NYSE PennantPark Investment |
3.16% | 4.28% | 268% | 9.11 | 9.61 | 0.28 | -21.9% | -23.3% |
| APO NYSE Apollo Global Management |
8.51% | 20.9% | 221% | 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 | 7.36% | 3.65% | 4.52% |
| 3 Months | 15.38% | 6.21% | 10.43% |
| 12 Months | 52.40% | 29.74% | 14.67% |
| 5 Years | 142.33% | 146.25% | 109.23% |
| Trend Score (consistency of price movement) | BN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 84.3% | 45.1% | 79.1% |
| 3 Months | 87.5% | 82.4% | 94.2% |
| 12 Months | 59.7% | 78% | 44.4% |
| 5 Years | 57.8% | 75% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th69.50 | 3.58% | 2.72% |
| 3 Month | %th78.00 | 8.63% | 4.48% |
| 12 Month | %th86.50 | 17.47% | 32.90% |
| 5 Years | %th72.00 | -1.59% | 15.82% |
FAQs
Does Brookfield (BN) outperform the market?
Yes,
over the last 12 months BN made 52.40%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 29.74%.
Over the last 3 months BN made 15.38%, while XLF made 6.21%.
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 | -0.7% | 2.8% | 1.8% | 38% |
| US NASDAQ 100 | QQQ | -0.3% | 2.7% | 0.6% | 38% |
| German DAX 40 | DAX | 1% | 8.4% | -9.7% | 24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.2% | 3.2% | 0.9% | 35% |
| Hongkong Hang Seng | HSI | 1% | 1.3% | -16% | 17% |
| India NIFTY 50 | INDA | -0.8% | 5% | 3.5% | 52% |
| Brasil Bovespa | EWZ | -1.8% | -0.2% | -21.1% | 39% |
BN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.3% | 1.4% | -3.3% | 25% |
| Consumer Discretionary | XLY | -0.2% | 5.3% | 9% | 32% |
| Consumer Staples | XLP | 0.3% | 7.8% | 2.2% | 42% |
| Energy | XLE | 0.4% | 3.1% | 7.9% | 56% |
| Financial | XLF | -1% | 3.7% | -1.9% | 23% |
| Health Care | XLV | -1.1% | 3.9% | 7.9% | 56% |
| Industrial | XLI | -1% | 3.3% | -5.4% | 28% |
| Materials | XLB | -1.7% | 3.1% | -1.3% | 47% |
| Real Estate | XLRE | 2.4% | 6.7% | 3% | 39% |
| Technology | XLK | -0.4% | -0.6% | -0.5% | 42% |
| Utilities | XLU | 0.7% | 7% | -0.9% | 28% |
| Aerospace & Defense | XAR | -1.4% | 0.2% | -16.6% | 3% |
| Biotech | XBI | 2% | 5.1% | 17.3% | 63% |
| Homebuilder | XHB | -3.3% | -3.1% | 8.4% | 47% |
| Retail | XRT | -1.7% | 2.9% | 7.5% | 43% |
BN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -0.2% | 1.06% | 12.0% | 62% |
| Natural Gas | UNG | 8.1% | 17.8% | 19.2% | 61% |
| Gold | GLD | 0.6% | 8.7% | -17.3% | 10% |
| Silver | SLV | 0.7% | 3.8% | -13.5% | 31% |
| Copper | CPER | -1.8% | 3.4% | -16.6% | 37% |
BN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.2% | 3.9% | 5.6% | 51% |
| iShares High Yield Corp. Bond | HYG | 1.1% | 6.1% | 3.9% | 42% |