(BIP-UN) Brookfield - Performance 8.6% in 12m
Compare BIP-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
37.35%
#46 in Group
Rel. Strength
69.31%
#2443 in Universe
Total Return 12m
8.63%
#43 in Group
Total Return 5y
46.09%
#48 in Group
P/E 834
100th Percentile in Group
P/E Forward 35.5
98th Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 1.33%
46th Percentile in Group
12m Total Return: BIP-UN (8.6%) vs XLU (19.2%)
5y Drawdown (Underwater) Chart
Top Performers in Electric Utilities
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 |
|---|---|---|---|---|---|---|---|---|
| PAM NYSE Pampa Energia |
6.6% | 39% | 562% | 6.19 | 8.9 | 0.84 | 55.5% | 22.5% |
| ETR NYSE Entergy |
7.14% | 59.9% | 120% | 27.3 | 21.8 | 1.53 | -25.0% | 203% |
| PPL NYSE PPL |
8.23% | 33.5% | 84.5% | 30.4 | 20.2 | 1.39 | 51.8% | 130% |
| LNT NASDAQ Alliant Energy |
2.82% | 24.9% | 54.9% | 22.7 | 19.3 | 1.96 | -6.20% | -4.25% |
| EMA TO Emera |
3.99% | 34.3% | 43.1% | 35.9 | 19.1 | 1.24 | -53.0% | -48.3% |
| FE NYSE FirstEnergy |
11.3% | 14.1% | 31.3% | 25.1 | 16.7 | 1.28 | -12.8% | -7.7% |
| PCG NYSE PG&E |
5.22% | -3.88% | 52.6% | 15.7 | 11.5 | 1.01 | 54.3% | 12.7% |
| EIX NYSE Edison International |
2.44% | -21.3% | 26.1% | 7.72 | 9.59 | 0.64 | 26.6% | 45.1% |
Performance Comparison: BIP-UN vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for BIP-UN
| Total Return (including Dividends) | BIP-UN | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 10.58% | 8.39% | 11.72% |
| 3 Months | -8.58% | 2.20% | -6.46% |
| 12 Months | 8.63% | 19.23% | 10.48% |
| 5 Years | 46.09% | 69.00% | 110.67% |
| Trend Score (consistency of price movement) | BIP-UN | XLU | S&P 500 |
| 1 Month | 71.6% | 95.1% | 84% |
| 3 Months | -75.7% | -7.1% | -82.6% |
| 12 Months | 41.5% | 67.2% | 52.6% |
| 5 Years | 43.4% | 77.3% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #61 | 2.02% | -1.02% |
| 3 Month | #71 | -10.6% | -2.27% |
| 12 Month | #43 | -8.89% | -1.67% |
| 5 Years | #48 | -13.6% | -30.7% |
FAQs
Does BIP-UN Brookfield outperforms the market?
No,
over the last 12 months BIP-UN made 8.63%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 19.23%.
Over the last 3 months BIP-UN made -8.58%, while XLU made 2.20%.
Over the last 3 months BIP-UN made -8.58%, while XLU made 2.20%.
Performance Comparison BIP-UN vs Indeces and Sectors
BIP-UN vs. Indices BIP-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.67% | -1.14% | -6.52% | -1.85% |
| US NASDAQ 100 | QQQ | 3.11% | -4.11% | -7.21% | -2.42% |
| US Dow Jones Industrial 30 | DIA | 3.49% | 1.91% | -6.56% | 0.78% |
| German DAX 40 | DAX | 1.23% | -7.11% | -29.1% | -19.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.08% | -1.83% | -1.15% | 3.02% |
| Hongkong Hang Seng | HSI | 2.00% | -3.0% | -7.08% | -0.61% |
| India NIFTY 50 | INDA | 4.04% | 0.02% | -8.11% | 4.16% |
| Brasil Bovespa | EWZ | 7.81% | -0.94% | -7.67% | 19.3% |
BIP-UN vs. Sectors BIP-UN is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.88% | -1.21% | -13.6% | -12.8% |
| Consumer Discretionary | XLY | 5.15% | 0.25% | -6.84% | -3.19% |
| Consumer Staples | XLP | 4.83% | 5.50% | -10.2% | -1.50% |
| Energy | XLE | 8.95% | 7.70% | 1.09% | 19.5% |
| Financial | XLF | 3.33% | -1.55% | -14.9% | -13.6% |
| Health Care | XLV | 6.30% | 7.85% | -2.40% | 9.36% |
| Industrial | XLI | 1.94% | -4.12% | -7.92% | -1.56% |
| Materials | XLB | 4.12% | 0.57% | 0.93% | 13.2% |
| Real Estate | XLRE | 3.27% | 0.43% | -5.42% | -8.40% |
| Technology | XLK | 2.45% | -6.86% | -3.46% | 2.76% |
| Utilities | XLU | 4.88% | 2.19% | -11.3% | -10.6% |
| Aerospace & Defense | XAR | 2.22% | -10.5% | -21.1% | -16.9% |
| Biotech | XBI | 4.40% | -2.65% | 9.67% | 17.3% |
| Homebuilder | XHB | 2.96% | 3.25% | 9.98% | 17.6% |
| Retail | XRT | 3.70% | 1.75% | 0.05% | 12.5% |