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Performance analysis of Brookfield BRP Holdings (Canada) (BEPH)

Annual Return

Over the past 3 years, BEPH has had an average annual return of +2.93%, underperforming the benchmark SPY, which returned +22.45% annual.

Over the past 5 years, BEPH has had an average annual return of -3.60%, underperforming the benchmark SPY, which returned +13.88% annual.

Since Apr 16, 2021, BEPH has had an average annual return of -3.45%, underperforming the benchmark SPY, which returned +13.73% annual.

202620252024202320222021
-0.31%+5.11%+8.19%+21.57%-39.70%+0.50%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.91%-1.90%-2.88%+6.30%-2.64%+0.20%-0.31%
2025+1.76%+0.64%-7.57%+0.24%+1.94%+7.23%+1.58%+1.39%-2.63%+1.24%-0.26%+0.07%+5.11%
2024+1.10%+11.13%-1.56%-6.82%+0.58%-0.96%+2.60%+4.23%+6.95%+2.88%-6.70%-4.01%+8.19%
2023+30.46%-4.55%-9.49%+6.90%+0.19%-3.53%+3.66%-2.41%-5.29%-4.82%+11.11%+3.03%+21.57%
2022-5.47%-12.27%+0.49%-11.50%+8.36%-10.61%+10.07%-4.13%-4.12%-12.37%+4.12%-8.57%-39.70%
2021-1.52%+1.10%+2.01%+0.10%+0.44%+2.42%-1.98%-2.60%+0.66%+0.50%

Drawdown analysis of Brookfield BRP Holdings (Canada) (BEPH)

The maximum drawdown for the BEPH was -43.97%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current BEPH drawdown is -21.55%.

Since Apr 16, 2021 BEPH has experienced the following drawdowns:

  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 1 time
  • 10% or more: 1 time
DepthStartTo BottomBottomTo RecoverEndTotal
-43.97%Sep 22, 2021282Nov 3, 2022OngoingOngoingOngoing
-4.12%Apr 16, 202118May 12, 202116Jun 4, 202134
-1.31%Aug 4, 202116Aug 26, 20214Sep 1, 202120
-1.18%Jul 16, 20214Jul 22, 20219Aug 4, 202113
-1.18%Jul 6, 20212Jul 8, 20214Jul 14, 20216
-0.75%Sep 3, 20212Sep 8, 20215Sep 15, 20217
-0.68%Jun 4, 20217Jun 15, 20217Jun 24, 202114
-0.43%Jun 30, 20212Jul 2, 20211Jul 6, 20213
-0.34%Sep 17, 20211Sep 20, 20212Sep 22, 20213
-0.20%Jul 14, 20211Jul 15, 20211Jul 16, 20212
-0.12%Jun 24, 20212Jun 28, 20211Jun 29, 20213