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Brookfield Asset Management Inc. (BAM)

Equity · Currency in USD · Last updated Dec 8, 2022

Company Info

ISINCA1125851040
CUSIP112585104
SectorFinancial Services
IndustryAsset Management

Trading Data

Previous Close$43.30
Year Range$37.63 - $60.23
EMA (50)$43.73
EMA (200)$47.89
Average Volume$2.83M
Market Capitalization$70.22B

BAMShare Price Chart


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BAMPerformance

The chart shows the growth of $10,000 invested in Brookfield Asset Management Inc. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $56,618 for a total return of roughly 466.18%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
-10.78%
-2.09%
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

BAMCompare to other instruments

Search for stocks, ETFs, and funds to compare with BAM

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BAMReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M7.38%4.33%
6M-14.56%-5.45%
YTD-27.46%-17.46%
1Y-23.55%-14.32%
5Y10.14%8.34%
10Y13.01%10.76%

BAMMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-8.74%-0.57%3.53%-11.86%1.78%-12.11%11.65%-2.83%-15.01%-3.13%19.40%-8.17%
2021-5.89%4.19%10.28%2.43%10.73%2.01%5.90%3.12%-3.67%12.86%-6.78%7.50%
20205.90%-1.76%-26.20%14.64%-6.93%4.91%-1.73%4.72%-2.02%-9.92%36.36%1.93%
201912.26%5.30%3.28%3.30%-4.52%4.21%2.55%5.66%2.87%4.07%6.01%-1.04%
2018-3.84%-7.18%0.72%1.64%0.89%1.76%4.00%1.79%4.12%-8.49%8.05%-12.60%
20174.76%4.77%1.03%1.34%3.16%3.54%-0.82%2.06%4.42%1.55%-0.71%4.92%
2016-4.98%2.77%13.47%-2.79%4.18%-4.27%4.54%-2.17%4.42%-0.46%-4.54%-0.87%
20151.70%6.81%-1.23%0.45%-1.11%-1.27%-0.29%-9.36%-0.03%11.23%-1.45%-8.18%
2014-1.74%6.85%0.74%2.96%2.70%2.28%1.43%7.30%-5.84%8.92%2.68%0.02%
20131.15%2.36%-3.05%9.72%-8.89%2.45%3.05%-6.46%8.15%6.23%-1.87%-0.03%
201211.37%2.59%0.99%4.92%-3.18%3.66%2.58%2.13%-0.06%0.21%0.87%5.87%
2011-1.59%3.89%-4.25%3.99%-2.20%0.88%-4.55%-6.06%-6.99%5.74%-4.35%-0.94%
2010-9.32%17.82%7.39%0.21%-6.00%-5.04%11.50%2.19%10.65%5.23%-1.65%13.89%

BAMSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Brookfield Asset Management Inc. Sharpe ratio is -0.72. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.200.00JulyAugustSeptemberOctoberNovemberDecember
-0.72
-0.67
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

BAMDividend History

Brookfield Asset Management Inc. granted a 1.29% dividend yield in the last twelve months. The annual payout for that period amounted to $0.56 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.56$0.52$0.48$0.43$0.40$0.37$0.34$0.31$0.30$0.32$0.29$0.22$0.22

Dividend yield

1.29%0.87%1.19%1.15%1.65%1.38%1.71%1.66%1.52%2.15%2.16%2.27%1.91%

BAMDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
-29.02%
-17.98%
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)

BAMWorst Drawdowns

The table below shows the maximum drawdowns of the Brookfield Asset Management Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Brookfield Asset Management Inc. is 51.42%, recorded on Mar 23, 2020. It took 248 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.42%Feb 21, 202022Mar 23, 2020248Mar 17, 2021270
-38.31%Oct 29, 2021246Oct 20, 2022
-28.62%Apr 16, 2015209Feb 11, 2016255Feb 15, 2017464
-23.01%May 3, 2011108Oct 4, 2011144May 1, 2012252
-18.07%Oct 2, 201858Dec 24, 201842Feb 26, 2019100
-16.4%Apr 30, 201044Jul 1, 201026Aug 9, 201070
-13.63%Dec 14, 201738Feb 8, 2018131Aug 16, 2018169
-12.3%May 9, 201331Jun 21, 201381Oct 16, 2013112
-10.73%Jan 6, 201017Jan 29, 201012Feb 17, 201029
-10.18%Mar 1, 201112Mar 16, 201132May 2, 201144

BAMVolatility Chart

Current Brookfield Asset Management Inc. volatility is 40.29%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%20.00%30.00%40.00%50.00%60.00%70.00%JulyAugustSeptemberOctoberNovemberDecember
40.29%
22.83%
BAM (Brookfield Asset Management Inc.)
Benchmark (^GSPC)