Correlation
The correlation between BAM and ADX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
BAM vs. ADX
Compare and contrast key facts about Brookfield Asset Management Inc. (BAM) and Adams Diversified Equity Fund, Inc. (ADX).
ADX is managed by Adams Funds. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAM or ADX.
Performance
BAM vs. ADX - Performance Comparison
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Key characteristics
BAM:
1.45
ADX:
0.99
BAM:
1.92
ADX:
1.29
BAM:
1.26
ADX:
1.18
BAM:
1.61
ADX:
0.90
BAM:
5.14
ADX:
3.23
BAM:
9.23%
ADX:
5.10%
BAM:
33.27%
ADX:
19.57%
BAM:
-29.54%
ADX:
-56.82%
BAM:
-7.13%
ADX:
-0.15%
Returns By Period
In the year-to-date period, BAM achieves a 5.16% return, which is significantly lower than ADX's 6.03% return.
BAM
5.16%
6.03%
-0.30%
47.83%
N/A
N/A
N/A
ADX
6.03%
8.38%
4.13%
19.31%
18.56%
15.07%
11.43%
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Risk-Adjusted Performance
BAM vs. ADX — Risk-Adjusted Performance Rank
BAM
ADX
BAM vs. ADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) and Adams Diversified Equity Fund, Inc. (ADX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BAM vs. ADX - Dividend Comparison
BAM's dividend yield for the trailing twelve months is around 3.59%, less than ADX's 16.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Inc. | 3.59% | 2.80% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ADX Adams Diversified Equity Fund, Inc. | 16.29% | 12.38% | 7.34% | 7.36% | 1.13% | 5.96% | 9.00% | 15.85% | 9.18% | 1.57% | 1.17% | 8.63% |
Drawdowns
BAM vs. ADX - Drawdown Comparison
The maximum BAM drawdown since its inception was -29.54%, smaller than the maximum ADX drawdown of -56.82%. Use the drawdown chart below to compare losses from any high point for BAM and ADX.
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Volatility
BAM vs. ADX - Volatility Comparison
Brookfield Asset Management Inc. (BAM) has a higher volatility of 7.11% compared to Adams Diversified Equity Fund, Inc. (ADX) at 4.37%. This indicates that BAM's price experiences larger fluctuations and is considered to be riskier than ADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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