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Brookfield Wealth Solutions Ltd (BNT.TO)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Highlights

Total Revenue (TTM)
CA$9.40B
Gross Profit (TTM)
CA$9.38B
EBITDA (TTM)
CA$1.59B
Year Range
CA$55.13 - CA$102.57

Share Price Chart


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Brookfield Wealth Solutions Ltd

Often compared with BNT.TO:
BNT.TO vs. BN.TOBNT.TO vs. BTCC.TO

Performance

Performance Chart

The chart shows the growth of an initial investment of CA$10,000 in Brookfield Wealth Solutions Ltd, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Different Benchmark Currency

BNT.TO is traded in CAD, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to CAD using the latest available exchange rates.

Returns By Period

Brookfield Wealth Solutions Ltd (BNT.TO) has returned -8.46% so far this year and -22.75% over the past 12 months.


Brookfield Wealth Solutions Ltd

1D
2.94%
1M
-4.62%
YTD
-8.46%
6M
-39.29%
1Y
-22.75%
3Y*
10.06%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.80%
1M
-3.22%
YTD
-3.34%
6M
-2.48%
1Y
12.46%
3Y*
17.80%
5Y*
12.48%
10Y*
12.91%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jun 28, 2021, BNT.TO's average daily return is +0.02%, while the average monthly return is +0.37%. At this rate, your investment would double in approximately 15.6 years.

Historically, 50% of months were positive and 50% were negative. The best month was Nov 2022 with a return of +18.2%, while the worst month was Oct 2025 at -32.2%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.

On a daily basis, BNT.TO closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +12.0%, while the worst single day was Oct 10, 2025 at -36.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.68%-2.38%-4.62%-8.46%
20257.41%-5.60%-10.14%-1.26%8.26%4.89%10.10%-2.76%6.01%-32.22%2.23%-4.29%-23.11%
20241.68%2.58%3.27%-2.77%6.52%-3.31%18.03%1.28%5.86%2.75%16.46%-3.84%57.07%
202317.32%-8.01%-2.96%-0.63%-5.69%8.39%3.10%1.28%-9.11%-4.17%17.35%11.23%26.27%
2022-10.71%-0.94%1.85%-9.98%0.19%-10.66%11.34%-0.74%-10.55%-4.72%18.23%-26.95%-40.95%
2021-7.49%3.11%14.15%-8.75%8.60%-3.84%8.60%12.69%

Benchmark Metrics

Brookfield Wealth Solutions Ltd has an annualized alpha of -8.50%, beta of 1.32, and R² of 0.33 versus S&P 500 Index. Calculated based on daily prices since June 29, 2021.

  • This stock participated in 178.01% of S&P 500 Index downside but only 130.83% of its upside — more exposed to losses than it benefited from rallies.
  • R² of 0.33 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.

Alpha
-8.50%
Beta
1.32
0.33
Upside Capture
130.83%
Downside Capture
178.01%

Return for Risk

Risk / Return Rank

BNT.TO ranks 23 for risk / return — below 23% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


BNT.TO Risk / Return Rank: 2323
Overall Rank
BNT.TO Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
BNT.TO Sortino Ratio Rank: 2323
Sortino Ratio Rank
BNT.TO Omega Ratio Rank: 2020
Omega Ratio Rank
BNT.TO Calmar Ratio Rank: 2525
Calmar Ratio Rank
BNT.TO Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Brookfield Wealth Solutions Ltd (BNT.TO) and compare them to a chosen benchmark (S&P 500 Index).


BNT.TOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.46

0.69

-1.15

Sortino ratio

Return per unit of downside risk

-0.27

1.06

-1.32

Omega ratio

Gain probability vs. loss probability

0.94

1.17

-0.22

Calmar ratio

Return relative to maximum drawdown

-0.49

1.14

-1.63

Martin ratio

Return relative to average drawdown

-0.83

4.22

-5.05

Explore BNT.TO risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Brookfield Wealth Solutions Ltd provided a 0.74% dividend yield over the last twelve months, with an annual payout of CA$0.43 per share. The company has been increasing its dividends for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%12.00%14.00%CA$0.00CA$1.00CA$2.00CA$3.00CA$4.00CA$5.00CA$6.0020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021
DividendCA$0.43CA$0.46CA$0.44CA$0.38CA$5.85CA$0.33

Dividend yield

0.74%0.73%0.53%0.72%13.81%0.42%

Monthly Dividends

The table displays the monthly dividend distributions for Brookfield Wealth Solutions Ltd. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026CA$0.00CA$0.00CA$0.10CA$0.10
2025CA$0.00CA$0.00CA$0.13CA$0.00CA$0.00CA$0.12CA$0.00CA$0.00CA$0.13CA$0.00CA$0.00CA$0.08CA$0.46
2024CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.11CA$0.00CA$0.00CA$0.11CA$0.44
2023CA$0.00CA$0.00CA$0.10CA$0.00CA$0.00CA$0.09CA$0.00CA$0.00CA$0.10CA$0.00CA$0.00CA$0.10CA$0.38
2022CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.18CA$0.00CA$0.00CA$0.18CA$0.00CA$0.19CA$5.12CA$5.85
2021CA$0.17CA$0.00CA$0.00CA$0.17CA$0.33

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Brookfield Wealth Solutions Ltd. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Brookfield Wealth Solutions Ltd was 45.87%, occurring on Mar 15, 2023. Recovery took 386 trading sessions.

The current Brookfield Wealth Solutions Ltd drawdown is 42.54%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-45.87%Jan 5, 2022300Mar 15, 2023386Sep 26, 2024686
-44.74%Sep 23, 2025118Mar 12, 2026
-28.93%Jan 31, 202547Apr 8, 202568Jul 16, 2025115
-13.15%Jun 29, 202114Jul 19, 202113Aug 6, 202127
-12.5%Aug 30, 202115Sep 20, 202134Nov 8, 202149

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Brookfield Wealth Solutions Ltd over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Brookfield Wealth Solutions Ltd is priced in the market compared to other companies in the Insurance - Diversified industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items