Performance analysis of Brookfield BRP Holdings (Canada) (BEPH)
Annual Return
Over the past 3 years, BEPH has had an average annual return of -1.71%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BEPH has had an average annual return of -9.56%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Apr 16, 2021, BEPH has had an average annual return of -9.12%, underperforming the benchmark SPY, which returned +13.25% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.82% | -2.53% | +0.83% | +12.84% | -43.37% | -1.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.97% | -1.90% | -2.88% | +4.27% | -2.64% | -1.90% | +4.49% | -1.82% | |||||
| 2025 | -0.06% | +0.63% | -7.56% | -1.77% | +1.94% | +7.21% | -0.32% | +1.40% | -2.64% | -0.58% | -0.26% | +0.07% | -2.53% |
| 2024 | -0.70% | +11.14% | -1.58% | -8.52% | +0.58% | -0.96% | +0.77% | +4.22% | +6.96% | +1.26% | -6.71% | -4.01% | +0.83% |
| 2023 | +28.13% | -4.57% | -9.49% | +5.01% | +0.19% | -3.53% | +1.80% | -2.39% | -5.29% | -6.76% | +11.13% | +3.03% | +12.84% |
| 2022 | -6.58% | -12.28% | +0.50% | -12.83% | +8.35% | -10.61% | +8.29% | -4.12% | -4.14% | -14.03% | +4.11% | -8.58% | -43.37% |
| 2021 | -1.52% | +1.10% | +2.01% | -1.22% | +0.44% | +2.42% | -3.10% | -2.60% | +0.66% | -1.96% |
Drawdown analysis of Brookfield BRP Holdings (Canada) (BEPH)
The maximum drawdown for the BEPH was -49.62%, occurring on Oct 20, 2023. This drawdown has not yet recovered.
The current BEPH drawdown is -42.45%.
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
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.62% | Sep 22, 2021 | 523 | Oct 20, 2023 | Ongoing | Ongoing | Ongoing |
| -4.12% | Apr 16, 2021 | 18 | May 12, 2021 | 16 | Jun 4, 2021 | 34 |
| -2.16% | Jul 6, 2021 | 12 | Jul 22, 2021 | 30 | Sep 2, 2021 | 42 |
| -0.74% | Sep 3, 2021 | 2 | Sep 8, 2021 | 5 | Sep 15, 2021 | 7 |
| -0.68% | Jun 4, 2021 | 7 | Jun 15, 2021 | 7 | Jun 24, 2021 | 14 |
| -0.43% | Jun 30, 2021 | 2 | Jul 2, 2021 | 1 | Jul 6, 2021 | 3 |
| -0.35% | Sep 17, 2021 | 1 | Sep 20, 2021 | 2 | Sep 22, 2021 | 3 |
| -0.12% | Jun 24, 2021 | 2 | Jun 28, 2021 | 1 | Jun 29, 2021 | 3 |