Performance analysis of Brookfield Infrastructure Finance ULC (BIPH)
Annual Return
Over the past 3 years, BIPH has had an average annual return of +4.11%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BIPH has had an average annual return of -2.16%, underperforming the benchmark SPY, which returned +12.73% annual.
Since May 26, 2021, BIPH has had an average annual return of -1.77%, underperforming the benchmark SPY, which returned +13.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.91% | +5.22% | +6.32% | +17.48% | -34.53% | +2% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.19% | -2.20% | -6.36% | +8.87% | +0.61% | -4.99% | +5.64% | +3.91% | |||||
| 2025 | +10.51% | -0.61% | -8.35% | -2.13% | +0% | +0.27% | +6.81% | +0.06% | +1.54% | -0.06% | -0.41% | -1.39% | +5.22% |
| 2024 | +5.19% | +9.63% | -3.29% | -7.44% | +2.41% | +2.98% | -2.95% | +6.36% | +7.40% | +0.73% | -6.09% | -6.86% | +6.32% |
| 2023 | +30.86% | -5.17% | -2.59% | -5.43% | +3.13% | +6.05% | -3.40% | -3.79% | -1.29% | -8.38% | +6.40% | +5.08% | +17.48% |
| 2022 | -5.45% | -8.49% | +2.25% | -11.27% | +5.30% | -9.24% | +14.07% | -9.69% | -10.07% | -4.37% | +0.43% | -1.91% | -34.53% |
| 2021 | +0.16% | -0.16% | +2.95% | -0.08% | +1.27% | -0.69% | -2.90% | +1.53% | +2% |
Drawdown analysis of Brookfield Infrastructure Finance ULC (BIPH)
The maximum drawdown for the BIPH was -38.16%, occurring on Oct 21, 2022. This drawdown has not yet recovered.
The current BIPH drawdown is -13.67%.
Since May 26, 2021 BIPH has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.16% | Sep 22, 2021 | 273 | Oct 21, 2022 | Ongoing | Ongoing | Ongoing |
| -2.36% | Aug 5, 2021 | 3 | Aug 10, 2021 | 16 | Sep 1, 2021 | 19 |
| -1.03% | May 27, 2021 | 16 | Jun 21, 2021 | 9 | Jul 2, 2021 | 25 |
| -0.86% | Jul 14, 2021 | 3 | Jul 19, 2021 | 2 | Jul 21, 2021 | 5 |
| -0.81% | Jul 21, 2021 | 3 | Jul 26, 2021 | 3 | Jul 29, 2021 | 6 |
| -0.76% | Sep 3, 2021 | 2 | Sep 8, 2021 | 6 | Sep 16, 2021 | 8 |
| -0.42% | Aug 2, 2021 | 1 | Aug 3, 2021 | 2 | Aug 5, 2021 | 3 |
| -0.35% | Sep 1, 2021 | 1 | Sep 2, 2021 | 1 | Sep 3, 2021 | 2 |
| -0.23% | Jul 12, 2021 | 1 | Jul 13, 2021 | 1 | Jul 14, 2021 | 2 |
| -0.15% | Jul 2, 2021 | 1 | Jul 6, 2021 | 1 | Jul 7, 2021 | 2 |
| -0.11% | Sep 17, 2021 | 1 | Sep 20, 2021 | 1 | Sep 21, 2021 | 2 |
| -0.04% | Jul 7, 2021 | 1 | Jul 8, 2021 | 1 | Jul 9, 2021 | 2 |