(BN) Brookfield - Performance 30% in 12m
Compare BN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
65.05%
#33 in Peer-Group
Rel. Strength
81.27%
#1425 in Stock-Universe
Total Return 12m
30.04%
#20 in Peer-Group
Total Return 5y
132.42%
#27 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 205 |
| P/E Forward | 21.0 |
| High / Low | USD |
|---|---|
| 52 Week High | 61.94 USD |
| 52 Week Low | 40.37 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 53.54 |
| Buy/Sell Signal +-5 | 0.68 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: BN (30%) vs XLF (22.9%)
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 |
16.2% | 37.6% | 276% | 7.99 | 6.82 | 1.25 | 76.9% | 18.1% |
| ARES NYSE Ares Management |
9.83% | 13.7% | 412% | 84.6 | 35.3 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
14.6% | 56.7% | 181% | 14 | 12.4 | 1.1 | 28.1% | 10.4% |
| APO NYSE Apollo Global Management |
3.78% | 17.5% | 212% | 25.2 | 18.2 | 1.37 | 3.80% | -28.4% |
| BCSF NYSE Bain Capital Specialty |
2.13% | 6.62% | 145% | 9.01 | 10.4 | 1.07 | 14.7% | -6.71% |
| FHI NYSE Federated Investors |
12.1% | 33.7% | 128% | 12 | 10.3 | 1.98 | 26.8% | 22.9% |
| TSLX NYSE Sixth Street Specialty |
9.13% | 16.7% | 121% | 11.3 | 10.1 | 1.27 | -27.1% | -3.62% |
| PNNT NYSE PennantPark Investment |
4.66% | 4.07% | 261% | 8.11 | 8.31 | 0.28 | -21.9% | -23.3% |
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 | 11.94% | 4.88% | 8.16% |
| 3 Months | -1.20% | -1.45% | -2.74% |
| 12 Months | 30.04% | 22.90% | 11.51% |
| 5 Years | 132.42% | 138.29% | 108.25% |
| Trend Score (consistency of price movement) | BN | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 78.7% | 84.2% | 84.2% |
| 3 Months | 32% | 9.8% | 0.7% |
| 12 Months | 65.1% | 81.2% | 45.9% |
| 5 Years | 58.1% | 75.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #28 | 6.73% | 3.50% |
| 3 Month | #75 | 0.25% | 1.58% |
| 12 Month | #23 | 5.82% | 16.62% |
| 5 Years | #38 | -2.47% | 11.60% |
FAQs
Does Brookfield (BN) outperform the market?
Yes,
over the last 12 months BN made 30.04%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 22.90%.
Over the last 3 months BN made -1.20%, while XLF made -1.45%.
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% | 3.8% | -1.6% | 19% |
| US NASDAQ 100 | QQQ | -2.1% | -0.1% | -4.9% | 17% |
| German DAX 40 | DAX | -3.9% | 4.5% | -25.5% | 4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.4% | 7.9% | -7% | 20% |
| Hongkong Hang Seng | HSI | -4.1% | 2.1% | -17% | 16% |
| India NIFTY 50 | INDA | -4.3% | 9.3% | -4.2% | 28% |
| Brasil Bovespa | EWZ | -3.2% | 6.9% | -9.6% | 33% |
BN vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.9% | 3% | -7.5% | 6% |
| Consumer Discretionary | XLY | -1.2% | 1.3% | -0.1% | 8% |
| Consumer Staples | XLP | -3.9% | 12.2% | -4.5% | 21% |
| Energy | XLE | -0.4% | 11% | 8.6% | 37% |
| Financial | XLF | -1.5% | 7.1% | -2.9% | 7% |
| Health Care | XLV | -2.4% | 15.9% | 5.5% | 39% |
| Industrial | XLI | -2.4% | 0.3% | -3% | 15% |
| Materials | XLB | -2.9% | 6.8% | 4.9% | 34% |
| Real Estate | XLRE | -1.2% | 11.5% | 3.4% | 17% |
| Technology | XLK | -1% | -2.6% | -1.5% | 23% |
| Utilities | XLU | -3.1% | 8.5% | -4.9% | 12% |
| Aerospace & Defense | XAR | -2.8% | -1.8% | -12.4% | -2% |
| Biotech | XBI | -4.5% | 12% | 15% | 41% |
| Homebuilder | XHB | 1.7% | 9.1% | 19.9% | 38% |
| Retail | XRT | -2.1% | 1.1% | 6.2% | 27% |
BN vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | -4.3% | 12.0% | 1.64% | 39% |
| Natural Gas | UNG | -5.2% | 5% | -17.9% | 46% |
| Gold | GLD | -9.7% | 9.9% | -31.8% | -14% |
| Silver | SLV | -8.4% | 12.3% | -14.3% | 20% |
| Copper | CPER | -10.7% | 11.9% | -21.2% | 26% |
BN vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -2.4% | 14.8% | 2.8% | 33% |
| iShares High Yield Corp. Bond | HYG | -3.9% | 10.2% | -5.9% | 21% |