Performance analysis of BIP Bermuda Holdings I (BIPI)
Annual Return
Over the past 3 years, BIPI has had an average annual return of +3.46%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Jan 26, 2022, BIPI has had an average annual return of -4.79%, underperforming the benchmark SPY, which returned +15.11% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.75% | +5.78% | +7.03% | +6.08% | -33.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.02% | -2.24% | -2.95% | +3.14% | +0.37% | +0.55% | +1.75% | ||||||
| 2025 | +3.14% | +0.81% | -5.00% | -0.67% | -0.80% | +3.12% | +5.10% | +2.22% | -0.11% | +0.69% | -0.69% | -1.79% | +5.78% |
| 2024 | +3.68% | +7.84% | +5.64% | -9.41% | +2.27% | +0.65% | -2.50% | +6.34% | +7.17% | -3.37% | -3.05% | -6.64% | +7.03% |
| 2023 | +26.80% | -6.53% | -4.53% | -6.16% | -0.23% | +1.40% | -0.06% | +0.45% | -8.52% | -4.26% | +7.45% | +4.53% | +6.08% |
| 2022 | -3.08% | -4.11% | -3.99% | -10.75% | +7.43% | -1.52% | -1.40% | -4.32% | -1.82% | -10.38% | +2.46% | -7.77% | -33.91% |
Drawdown analysis of BIP Bermuda Holdings I (BIPI)
The maximum drawdown for the BIPI was -38.44%, occurring on Oct 30, 2023. This drawdown has not yet recovered.
The current BIPI drawdown is -19.23%.
Since Jan 26, 2022 BIPI 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 |
|---|---|---|---|---|---|---|
| -38.44% | Jan 26, 2022 | 442 | Oct 30, 2023 | Ongoing | Ongoing | Ongoing |