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Brookfield Finance Inc. 4.50% P (BAMI)

Equity · Currency in USD · Last updated Feb 2, 2023

Company Info

ISINUS11272B1035
CUSIP11272B103

Trading Data

Previous Close$18.00
Year Range$14.82 - $21.88
EMA (50)$16.04
EMA (200)$17.14
Average Volume$40.76K

BAMIShare Price Chart


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BAMIPerformance

The chart shows the growth of $10,000 invested in Brookfield Finance Inc. 4.50% P in Sep 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $8,167 for a total return of roughly -18.33%. All prices are adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%OctoberNovemberDecember2023February
6.56%
3.84%
BAMI (Brookfield Finance Inc. 4.50% P)
Benchmark (^GSPC)

BAMICompare to other instruments

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

Brookfield Finance Inc. 4.50% P

BAMIReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M23.98%7.29%
YTD23.98%7.29%
6M-0.89%0.68%
1Y-14.85%-8.78%
5Y-8.90%5.89%
10Y-8.90%5.89%

BAMIMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
202323.30%
2022-5.82%-0.74%-12.04%5.33%-6.59%

BAMISharpe 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 Finance Inc. 4.50% P Sharpe ratio is -0.62. 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.


-2.00-1.50-1.00-0.50OctoberNovemberDecember2023February
-0.62
-0.36
BAMI (Brookfield Finance Inc. 4.50% P)
Benchmark (^GSPC)

BAMIDividend History

Brookfield Finance Inc. 4.50% P granted a 6.09% dividend yield in the last twelve months. The annual payout for that period amounted to $1.13 per share.


PeriodTTM20222021
Dividend$1.13$1.13$1.13

Dividend yield

6.09%7.56%4.87%

BAMIMonthly Dividends

The table displays the monthly dividend distributions for Brookfield Finance Inc. 4.50% P. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00
2022$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00
2021$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00

BAMIDrawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%OctoberNovemberDecember2023February
-22.60%
-14.12%
BAMI (Brookfield Finance Inc. 4.50% P)
Benchmark (^GSPC)

BAMIWorst Drawdowns

The table below shows the maximum drawdowns of the Brookfield Finance Inc. 4.50% P. 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 Finance Inc. 4.50% P is 37.86%, recorded on Nov 4, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.86%Oct 15, 2021267Nov 4, 2022
-10.12%Jan 4, 202137Feb 25, 2021107Jul 29, 2021144
-2.51%Sep 17, 20218Sep 28, 202111Oct 13, 202119
-1.73%Aug 6, 20213Aug 10, 202117Sep 2, 202120
-0.52%Nov 30, 20205Dec 4, 20204Dec 10, 20209
-0.47%Sep 3, 20215Sep 10, 20213Sep 15, 20218
-0.4%Dec 11, 20203Dec 15, 20202Dec 17, 20205
-0.32%Dec 18, 20202Dec 21, 20201Dec 22, 20203
-0.2%Dec 24, 20201Dec 24, 20201Dec 28, 20202

BAMIVolatility Chart

Current Brookfield Finance Inc. 4.50% P volatility is 20.08%. 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%15.00%20.00%25.00%30.00%35.00%40.00%45.00%OctoberNovemberDecember2023February
20.08%
15.59%
BAMI (Brookfield Finance Inc. 4.50% P)
Benchmark (^GSPC)