(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%)
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 |
11.4% | 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% |