Performance analysis of Brookfield Infrastructure Finance ULC (BIPJ)
Annual Return
Since May 30, 2024, BIPJ has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +21.92% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.31% | +10% | +1.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.18% | +0.52% | -7.44% | +9.44% | +1.81% | -0.55% | +4.31% | ||||||
| 2025 | +3.29% | +0.65% | -1.31% | -7.99% | +4.13% | -1.56% | +8.85% | +5.14% | -2.53% | +2.73% | -1.03% | +0.22% | +10% |
| 2024 | +1.63% | -0.17% | +1.20% | -0% | +4.46% | -1.31% | +3.38% | -7.00% | +1.77% |
Drawdown analysis of Brookfield Infrastructure Finance ULC (BIPJ)
The maximum drawdown for the BIPJ was -15.80%, occurring on Apr 11, 2025. Recovery took 84 trading sessions.
The current BIPJ drawdown is -1.03%.
Since May 30, 2024 BIPJ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.80% | Nov 29, 2024 | 90 | Apr 11, 2025 | 84 | Aug 13, 2025 | 174 |
| -8.21% | Feb 26, 2026 | 21 | Mar 27, 2026 | 18 | Apr 23, 2026 | 39 |
| -3.08% | Nov 12, 2025 | 3 | Nov 17, 2025 | 19 | Dec 15, 2025 | 22 |
| -2.87% | Feb 3, 2026 | 2 | Feb 5, 2026 | 14 | Feb 26, 2026 | 16 |
| -2.66% | Sep 18, 2025 | 8 | Sep 30, 2025 | 14 | Oct 20, 2025 | 22 |
| -2.39% | Jul 19, 2024 | 7 | Jul 30, 2024 | 25 | Sep 4, 2024 | 32 |
| -2.32% | Jan 2, 2026 | 12 | Jan 21, 2026 | 9 | Feb 3, 2026 | 21 |
| -2.11% | Nov 25, 2024 | 1 | Nov 26, 2024 | 2 | Nov 29, 2024 | 3 |
| -2.07% | Dec 17, 2025 | 9 | Dec 31, 2025 | 1 | Jan 2, 2026 | 10 |
| -2.01% | Apr 28, 2026 | 1 | Apr 29, 2026 | 5 | May 6, 2026 | 6 |
| -1.98% | Sep 30, 2024 | 8 | Oct 10, 2024 | 22 | Nov 11, 2024 | 30 |
| -1.86% | May 8, 2026 | 10 | May 22, 2026 | 3 | May 28, 2026 | 13 |
| -1.62% | Nov 14, 2024 | 4 | Nov 20, 2024 | 2 | Nov 22, 2024 | 6 |
| -1.53% | Aug 29, 2025 | 1 | Sep 2, 2025 | 12 | Sep 18, 2025 | 13 |
| -1.46% | Oct 20, 2025 | 11 | Nov 4, 2025 | 4 | Nov 10, 2025 | 15 |
| -1.03% | May 28, 2026 | 3 | Jun 2, 2026 | Ongoing | Ongoing | Ongoing |
| -0.84% | Apr 23, 2026 | 1 | Apr 24, 2026 | 2 | Apr 28, 2026 | 3 |
| -0.76% | Sep 12, 2024 | 2 | Sep 16, 2024 | 3 | Sep 19, 2024 | 5 |
| -0.67% | Sep 5, 2024 | 1 | Sep 6, 2024 | 1 | Sep 9, 2024 | 2 |
| -0.67% | Aug 18, 2025 | 6 | Aug 26, 2025 | 1 | Aug 27, 2025 | 7 |
| -0.52% | Jun 13, 2024 | 10 | Jun 28, 2024 | 2 | Jul 2, 2024 | 12 |
| -0.36% | Jul 12, 2024 | 2 | Jul 16, 2024 | 3 | Jul 19, 2024 | 5 |
| -0.24% | Jul 5, 2024 | 2 | Jul 9, 2024 | 2 | Jul 11, 2024 | 4 |
| -0.24% | Jun 6, 2024 | 1 | Jun 7, 2024 | 3 | Jun 12, 2024 | 4 |
| -0.23% | Nov 11, 2024 | 1 | Nov 12, 2024 | 1 | Nov 13, 2024 | 2 |