Performance analysis of Brookfield BRP Holdings (Canada) (BEPI)
Annual Return
Over the past 3 years, BEPI has had an average annual return of -1.78%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Dec 14, 2021, BEPI has had an average annual return of -9.32%, underperforming the benchmark SPY, which returned +12.54% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.79% | -2.70% | +2.84% | +12.57% | -45.18% | +5.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.68% | -1.68% | -5.62% | +3.41% | +0.58% | -2.76% | +5.36% | -1.79% | |||||
| 2025 | -2.16% | +2.33% | -5.21% | -4.68% | -1.79% | +9.25% | +2.60% | +0.60% | -2.04% | -0.86% | -0.55% | +0.56% | -2.70% |
| 2024 | -0.31% | +7.32% | -0.40% | -6.44% | +2.66% | -1.02% | +1.10% | +4.77% | +5.81% | -1.09% | -5.05% | -3.54% | +2.84% |
| 2023 | +27.44% | -3.00% | -16.25% | +8.65% | -1.11% | +4.56% | +1.85% | -3.40% | -9.28% | -4.41% | +9.03% | +4.04% | +12.57% |
| 2022 | -7.88% | -9.31% | +1.14% | -16.41% | +9.88% | -14.63% | +10.97% | -2.28% | -6.46% | -15.65% | +7.12% | -9.72% | -45.18% |
| 2021 | +5.08% | +5.08% |
Drawdown analysis of Brookfield BRP Holdings (Canada) (BEPI)
The maximum drawdown for the BEPI was -47.15%, occurring on Oct 20, 2023. This drawdown has not yet recovered.
The current BEPI drawdown is -39.35%.
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
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.15% | Dec 31, 2021 | 453 | Oct 20, 2023 | Ongoing | Ongoing | Ongoing |
| -0.04% | Dec 17, 2021 | 1 | Dec 20, 2021 | 2 | Dec 22, 2021 | 3 |
| -0.04% | Dec 27, 2021 | 1 | Dec 28, 2021 | 1 | Dec 29, 2021 | 2 |