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

Annual Return

Over the past 3 years, BEPI has had an average annual return of +4.21%, underperforming the benchmark SPY, which returned +22.45% annual.

Since Dec 14, 2021, BEPI has had an average annual return of -3.89%, underperforming the benchmark SPY, which returned +13.07% annual.

202620252024202320222021
-1.06%+4.96%+10.41%+21.37%-42.74%+5.08%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+1.21%-1.68%-5.62%+5.42%+0.57%-0.64%-1.06%
2025-0.38%+2.33%-5.21%-2.71%-1.79%+9.26%+4.56%+0.60%-2.03%+0.98%-0.56%+0.56%+4.96%
2024+1.57%+7.31%-0.40%-4.73%+2.67%-1.03%+2.92%+4.76%+5.81%+0.54%-5.06%-3.53%+10.41%
2023+29.78%-3.00%-16.25%+10.69%-1.11%+4.57%+3.66%-3.40%-9.28%-2.41%+9.04%+4.05%+21.37%
2022-7.88%-9.31%+1.14%-14.35%+9.86%-14.63%+10.98%-2.27%-6.48%-14.00%+7.12%-9.72%-42.74%
2021+5.08%+5.08%

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

The maximum drawdown for the BEPI was -44.09%, occurring on Nov 4, 2022. This drawdown has not yet recovered.

The current BEPI drawdown is -20.32%.

Since Dec 14, 2021 BEPI 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
-44.09%Dec 31, 2021213Nov 4, 2022OngoingOngoingOngoing
-0.04%Dec 17, 20211Dec 20, 20212Dec 22, 20213
-0.04%Dec 27, 20211Dec 28, 20211Dec 29, 20212