(BN) Brookfield - Performance 34.7% in 12m
Compare BN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
61.92%
#47 in Group
Rel. Strength
84.26%
#1257 in Universe
Total Return 12m
34.69%
#16 in Group
Total Return 5y
111.57%
#42 in Group
P/E 165
98th Percentile in Group
P/E Forward 13.3
74th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -1.24%
23th Percentile in Group
12m Total Return: BN (34.7%) 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: 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 | 2.40% | -2.11% | -0.87% |
| 3 Months | -12.14% | -4.92% | -7.58% |
| 12 Months | 34.69% | 22.69% | 11.88% |
| 5 Years | 111.57% | 144.89% | 110.33% |
| Trend Score (consistency of price movement) | BN | XLF | S&P 500 |
| 1 Month | 31.0% | 27.8% | 23% |
| 3 Months | -76.8% | -81% | -88.5% |
| 12 Months | 70.0% | 83.7% | 55.1% |
| 5 Years | 57.9% | 75.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
| 1 Month | #32 | 4.61% | 3.30% |
| 3 Month | #146 | -7.59% | -4.94% |
| 12 Month | #16 | 9.77% | 20.4% |
| 5 Years | #55 | -13.6% | 0.59% |
FAQs
Does BN Brookfield outperforms the market?
Yes,
over the last 12 months BN made 34.69%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.69%.
Over the last 3 months BN made -12.14%, while XLF made -4.92%.
Over the last 3 months BN made -12.14%, while XLF made -4.92%.
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 | 1.67% | 3.27% | 3.45% | 22.8% |
| US NASDAQ 100 | QQQ | 0.64% | 1.0% | 3.02% | 22.0% |
| US Dow Jones Industrial 30 | DIA | 2.61% | 5.58% | 3.54% | 25.5% |
| German DAX 40 | DAX | 2.90% | 1.08% | -16.1% | 10.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 5.63% | 5.22% | 6.44% | 28.7% |
| Hongkong Hang Seng | HSI | 2.66% | 2.34% | 1.53% | 20.8% |
| India NIFTY 50 | INDA | 4.51% | -1.66% | 3.16% | 31.6% |
| Brasil Bovespa | EWZ | 2.47% | -2.20% | -0.25% | 40.5% |
BN vs. Sectors BN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.42% | 3.45% | -2.68% | 10.7% |
| Consumer Discretionary | XLY | 1.59% | 2.50% | 0.94% | 21.4% |
| Consumer Staples | XLP | 5.17% | 2.20% | -1.86% | 23.5% |
| Energy | XLE | 6.15% | 16.3% | 9.24% | 45.8% |
| Financial | XLF | 3.06% | 4.51% | -4.15% | 12.0% |
| Health Care | XLV | 1.75% | 6.19% | 5.14% | 33.0% |
| Industrial | XLI | 1.25% | 2.29% | 2.74% | 25.1% |
| Materials | XLB | 2.28% | 4.83% | 10.9% | 38.2% |
| Real Estate | XLRE | 3.19% | 3.71% | 4.34% | 16.6% |
| Technology | XLK | -0.78% | 0.71% | 6.79% | 27.0% |
| Utilities | XLU | 4.51% | 2.34% | 1.33% | 12.9% |
| Aerospace & Defense | XAR | 0.72% | -3.99% | -10.1% | 8.12% |
| Biotech | XBI | 0.37% | 0.12% | 16.1% | 36.5% |
| Homebuilder | XHB | 2.36% | 4.67% | 18.3% | 41.7% |
| Retail | XRT | 3.24% | 2.96% | 9.02% | 37.4% |