(BN) Brookfield - Performance 49.9% in 12m

BN performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.

Performance Rating 67.27%
#23 in Peer-Group
Rel. Strength 85.89%
#1049 in Stock-Universe
Total Return 12m 49.86%
#12 in Peer-Group
Total Return 5y 144.87%
#21 in Peer-Group
P/E Value
P/E Trailing 205
P/E Forward 20.8
High / Low USD
52 Week High 62.63 USD
52 Week Low 41.79 USD
Sentiment Value
VRO Trend Strength +-100 88.63
Buy/Sell Signal +-5 1.26
Support / Resistance Levels
Support
Resistance
12m Total Return: BN (49.9%) vs XLF (28.2%)
Total Return of Brookfield versus its related sector ETF XLF
5y Drawdown (Underwater) Chart
5 Year Drawdown / Underwater Chart for (BN) Brookfield - Performance 49.9% in 12m

Top Performer in Asset Management & Custody Banks

Short Term Performance

Symbol 1w 1m 3m
BN 4.04% 8.48% 15.4%
ALCBI -3.36% 180% 866%
IREN 31.9% 79.4% 132%
SWIN 23.5% 93.0% 109%

Long Term Performance

Symbol 6m 12m 5y
BN 9.19% 49.9% 145%
ALCBI 428% 360% 260%
FOA -16.6% 424% -76.9%
OPFI 72.5% 296% 47.6%

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
11.4% 64.5% 235% 8.53 7.45 1.25 79.0% 18.1%
TSLX NYSE
Sixth Street Specialty
5.49% 21.2% 163% 12.3 11.3 1.27 -27.1% -3.62%
ARES NYSE
Ares Management
7.43% 34.9% 428% 100 35.1 0.63 22.1% -6.74%
BK NYSE
The Bank of New York Mellon
3.5% 56.2% 178% 14.7 13.4 1.2 32.4% 10.4%
FHI NYSE
Federated Investors
7.42% 41.7% 143% 11.8 10.2 0.92 26.8% 22.9%
OFS NASDAQ
OFS Capital
5.99% 13.8% 234% 3.76 9.2 1.67 -33.2% -23.5%
PNNT NYSE
PennantPark Investment
4.36% 4.26% 272% 9.11 9.61 0.28 -21.9% -23.3%
APO NYSE
Apollo Global Management
9.39% 20.6% 223% 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 8.48% 3.57% 4.99%
3 Months 15.35% 5.26% 10.23%
12 Months 49.86% 28.15% 14.42%
5 Years 144.87% 146.06% 110.17%

Trend Score (consistency of price movement) BN XLF S&P 500
1 Month 84.3% 52.8% 79.1%
3 Months 88.5% 83.9% 95.5%
12 Months 59.7% 78% 44.7%
5 Years 57.9% 75.1% 84%

Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month %th84.00 4.74% 3.33%
3 Month %th87.00 9.58% 4.64%
12 Month %th94.00 16.95% 30.97%
5 Years %th85.50 -0.48% 16.51%

FAQs

Does Brookfield (BN) outperform the market?

Yes, over the last 12 months BN made 49.86%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 28.15%. Over the last 3 months BN made 15.35%, while XLF made 5.26%.

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 1.8% 3.5% 2.4% 35%
US NASDAQ 100 QQQ 2.3% 3.1% 1% 36%
German DAX 40 DAX 2.8% 9% -9.1% 20%
Shanghai Shenzhen CSI 300 CSI 300 4.6% 4.3% 2% 32%
Hongkong Hang Seng HSI 3.8% 1.4% -16.1% 13%
India NIFTY 50 INDA 3% 6.5% 5.1% 50%
Brasil Bovespa EWZ -0.8% 0.5% -20.5% 36%

BN vs. Sectors

Symbol 1w 1m 6m 12m
Communication Services XLC 1.9% 2.8% -1.9% 24%
Consumer Discretionary XLY 0.8% 5.6% 9.3% 31%
Consumer Staples XLP 1.6% 8.6% 3% 40%
Energy XLE 1.2% 2.4% 7.3% 51%
Financial XLF 1.7% 4.9% -0.7% 22%
Health Care XLV 3% 6% 10% 55%
Industrial XLI 1% 4.3% -4.3% 26%
Materials XLB -1.3% 2.7% -1.8% 43%
Real Estate XLRE 2.7% 7.6% 3.9% 37%
Technology XLK 2.3% -0.6% -0.5% 38%
Utilities XLU 3.1% 9% 1.2% 27%
Aerospace & Defense XAR 1.6% 0.9% -15.9% 2%
Biotech XBI 2.2% 4.1% 16.5% 57%
Homebuilder XHB -3.1% -3.1% 8.5% 44%
Retail XRT -0.8% 3% 7.6% 40%

BN vs. Commodities

Symbol 1w 1m 6m 12m
Oil USO 0.9% -0.20% 10.9% 57%
Natural Gas UNG 6.8% 17.1% 18.5% 56%
Gold GLD 3.4% 9.3% -16.8% 6%
Silver SLV 3.3% 3.3% -14.2% 27%
Copper CPER -0.4% 2.3% -18.1% 33%

BN vs. Bonds

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.6% 5.3% 7% 49%
iShares High Yield Corp. Bond HYG 3.4% 6.6% 4.4% 39%