Performance analysis of Brookfield (BN)
Annual Return
Over the past 3 years, BN has had an average annual return of +22.11%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, BN has had an average annual return of +9.64%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, BN has had an average annual return of +14.23%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, BN has had an average annual return of +18.13%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -7.81% | +20.54% | +44.18% | +28.60% | -34.81% | +49.32% | +9% | +52.67% | -10.65% | +33.82% | +6.34% | -4.36% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +31.13% | +11.22% | +35.62% | -16.09% | +53.29% | +49.51% | -55.21% | +12.48% | +45.62% | +41.97% | +81.37% | +56.56% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +20.10% | +33.34% | +13.73% | +3.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.74% | -3.75% | -7.52% | +11.49% | +1.04% | -6.44% | -1.00% | -7.81% | |||||
| 2025 | +6.53% | -5.33% | -9.38% | +2.40% | +7.55% | +7.32% | +8.41% | -1.98% | +4.49% | +0.72% | +2.06% | -2.23% | +20.54% |
| 2024 | -1.10% | +4.01% | +1.65% | -4.18% | +8.40% | -4.30% | +17.36% | +3.14% | +5.88% | -0.28% | +15.83% | -6.29% | +44.18% |
| 2023 | +18.25% | -10.43% | -1.99% | -0.40% | -7.24% | +12.02% | +3.71% | -2.06% | -8.33% | -6.78% | +21.23% | +13.75% | +28.60% |
| 2022 | -8.74% | -0.58% | +3.53% | -11.86% | +1.77% | -12.11% | +11.65% | -2.82% | -15.01% | -3.13% | +19.41% | -17.46% | -34.81% |
| 2021 | -5.89% | +4.21% | +10.28% | +2.43% | +11.08% | +1.98% | +5.90% | +3.13% | -3.67% | +12.86% | -6.78% | +7.50% | +49.32% |
| 2020 | +5.90% | -1.75% | -26.20% | +14.64% | -6.92% | +4.91% | -1.73% | +5.19% | -2.02% | -9.92% | +36.36% | +1.93% | +9% |
| 2019 | +12.26% | +5.30% | +3.28% | +3.30% | -4.53% | +4.21% | +2.55% | +5.65% | +2.87% | +4.07% | +6.01% | -1.04% | +52.67% |
| 2018 | -3.84% | -7.17% | +0.72% | +1.64% | +0.88% | +1.76% | +4% | +1.79% | +4.12% | -8.49% | +8.04% | -12.60% | -10.65% |
| 2017 | +4.76% | +4.77% | +1.03% | +1.34% | +2.87% | +3.54% | -0.82% | +2.06% | +4.42% | +1.55% | -0.71% | +4.91% | +33.82% |
Drawdown analysis of Brookfield (BN)
The maximum drawdown for the BN was -71.78%, occurring on Mar 9, 2009. Recovery took 986 trading sessions.
The current BN drawdown is -13.96%.
Since Nov 1, 1999 BN has experienced the following drawdowns:
- 50% or more: 2 times
- 40% or more: 3 times
- 30% or more: 3 times
- 20% or more: 8 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.78% | May 22, 2007 | 452 | Mar 9, 2009 | 986 | Feb 6, 2013 | 1438 |
| -51.42% | Feb 20, 2020 | 22 | Mar 23, 2020 | 248 | Mar 17, 2021 | 270 |
| -41.86% | Oct 28, 2021 | 347 | Mar 17, 2023 | 344 | Jul 31, 2024 | 691 |
| -28.63% | Apr 15, 2015 | 209 | Feb 11, 2016 | 307 | May 2, 2017 | 516 |
| -27.85% | Jan 30, 2025 | 47 | Apr 8, 2025 | 56 | Jun 30, 2025 | 103 |
| -22.05% | Jan 6, 2026 | 51 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -21.46% | Jun 7, 2002 | 87 | Oct 10, 2002 | 142 | May 6, 2003 | 229 |
| -20.14% | Jan 10, 2000 | 44 | Mar 14, 2000 | 114 | Aug 24, 2000 | 158 |
| -19.03% | Aug 23, 2001 | 45 | Nov 1, 2001 | 38 | Dec 27, 2001 | 83 |
| -18.08% | Oct 1, 2018 | 58 | Dec 24, 2018 | 42 | Feb 26, 2019 | 100 |
| -17.83% | Mar 30, 2004 | 20 | Apr 28, 2004 | 28 | Jun 8, 2004 | 48 |
| -15.94% | Nov 23, 2004 | 31 | Jan 7, 2005 | 159 | Aug 25, 2005 | 190 |
| -13.79% | Aug 25, 2000 | 39 | Oct 20, 2000 | 18 | Nov 15, 2000 | 57 |
| -13.63% | Dec 13, 2017 | 38 | Feb 8, 2018 | 131 | Aug 16, 2018 | 169 |
| -12.30% | May 8, 2013 | 31 | Jun 21, 2013 | 81 | Oct 16, 2013 | 112 |
| -11.98% | Jul 31, 2024 | 5 | Aug 7, 2024 | 12 | Aug 23, 2024 | 17 |
| -11.32% | Sep 22, 2025 | 40 | Nov 17, 2025 | 32 | Jan 5, 2026 | 72 |
| -11.12% | Dec 8, 2000 | 11 | Dec 26, 2000 | 9 | Jan 9, 2001 | 20 |
| -10.61% | Dec 2, 2024 | 26 | Jan 10, 2025 | 13 | Jan 30, 2025 | 39 |
| -10.57% | May 9, 2006 | 11 | May 24, 2006 | 61 | Aug 21, 2006 | 72 |
| -9.87% | Feb 26, 2007 | 11 | Mar 13, 2007 | 24 | Apr 17, 2007 | 35 |
| -9.85% | Nov 3, 1999 | 14 | Nov 23, 1999 | 26 | Dec 31, 1999 | 40 |
| -9.83% | Aug 27, 2014 | 34 | Oct 15, 2014 | 12 | Oct 31, 2014 | 46 |
| -9.76% | Oct 3, 2005 | 14 | Oct 21, 2005 | 9 | Nov 3, 2005 | 23 |
| -9.12% | Oct 25, 2013 | 64 | Jan 29, 2014 | 17 | Feb 24, 2014 | 81 |