Performance analysis of Brookfield Asset Management (BAM)
Annual Return
Over the past 3 years, BAM has had an average annual return of +15.23%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Dec 1, 2022, BAM has had an average annual return of +14.71%, underperforming the benchmark SPY, which returned +19.81% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -9.28% | -0.28% | +39.70% | +45.54% | -10.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.11% | -4.94% | -4.92% | +8.01% | +2.28% | -7.72% | +3.77% | -9.28% | |||||
| 2025 | +10.40% | -4.70% | -14.37% | +10.07% | +6.02% | -1.46% | +11.56% | -1.74% | -5.35% | -5.06% | -1.64% | -0.66% | -0.28% |
| 2024 | +0.05% | +2.35% | +3.12% | -9.12% | +3.74% | -3.03% | +14.66% | -5.71% | +16.02% | +12.16% | +8.49% | -5.19% | +39.70% |
| 2023 | +13.89% | +3.96% | -2.68% | +2.54% | -8.09% | +6.91% | +3.35% | +3.40% | -3.50% | -14.01% | +23.29% | +14.67% | +45.54% |
| 2022 | -10.41% | -10.41% |
Drawdown analysis of Brookfield Asset Management (BAM)
The maximum drawdown for the BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current BAM drawdown is -23.61%.
Since Dec 1, 2022 BAM has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -30.36% | Jul 24, 2025 | 167 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -29.55% | Jan 29, 2025 | 48 | Apr 8, 2025 | 68 | Jul 17, 2025 | 116 |
| -20.48% | Sep 15, 2023 | 32 | Oct 31, 2023 | 22 | Dec 1, 2023 | 54 |
| -17.88% | Dec 2, 2022 | 10 | Dec 16, 2022 | 31 | Feb 2, 2023 | 41 |
| -13.13% | Feb 15, 2023 | 68 | May 24, 2023 | 54 | Aug 11, 2023 | 122 |
| -12.04% | Dec 11, 2024 | 20 | Jan 13, 2025 | 8 | Jan 24, 2025 | 28 |
| -11.72% | Mar 21, 2024 | 56 | Jun 11, 2024 | 27 | Jul 22, 2024 | 83 |
| -11.58% | Jul 31, 2024 | 5 | Aug 7, 2024 | 24 | Sep 11, 2024 | 29 |
| -8.01% | Aug 14, 2023 | 6 | Aug 22, 2023 | 13 | Sep 11, 2023 | 19 |
| -6.40% | Dec 27, 2023 | 13 | Jan 17, 2024 | 7 | Jan 26, 2024 | 20 |
| -4.84% | Nov 11, 2024 | 7 | Nov 20, 2024 | 4 | Nov 26, 2024 | 11 |
| -4.61% | Mar 7, 2024 | 7 | Mar 18, 2024 | 3 | Mar 21, 2024 | 10 |
| -4.59% | Jan 29, 2024 | 11 | Feb 13, 2024 | 2 | Feb 15, 2024 | 13 |
| -2.84% | Jul 22, 2024 | 2 | Jul 24, 2024 | 4 | Jul 30, 2024 | 6 |
| -2.49% | Dec 1, 2023 | 2 | Dec 5, 2023 | 5 | Dec 12, 2023 | 7 |
| -2.49% | Dec 14, 2023 | 1 | Dec 15, 2023 | 2 | Dec 19, 2023 | 3 |
| -2.35% | Sep 11, 2023 | 2 | Sep 13, 2023 | 1 | Sep 14, 2023 | 3 |
| -2.13% | Oct 18, 2024 | 2 | Oct 22, 2024 | 2 | Oct 24, 2024 | 4 |
| -2.12% | Jul 17, 2025 | 2 | Jul 21, 2025 | 2 | Jul 23, 2025 | 4 |
| -2.11% | Feb 22, 2024 | 4 | Feb 28, 2024 | 2 | Mar 1, 2024 | 6 |
| -1.86% | Sep 19, 2024 | 2 | Sep 23, 2024 | 7 | Oct 2, 2024 | 9 |
| -1.82% | Nov 6, 2024 | 1 | Nov 7, 2024 | 2 | Nov 11, 2024 | 3 |
| -1.57% | Oct 4, 2024 | 2 | Oct 8, 2024 | 2 | Oct 10, 2024 | 4 |
| -1.46% | Feb 15, 2024 | 3 | Feb 21, 2024 | 1 | Feb 22, 2024 | 4 |
| -1.41% | Oct 30, 2024 | 1 | Oct 31, 2024 | 2 | Nov 4, 2024 | 3 |