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BAM vs. BIPC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

BAM vs. BIPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookfield Asset Management Inc. (BAM) and Brookfield Infrastructure Corporation (BIPC). The values are adjusted to include any dividend payments, if applicable.

-10.00%0.00%10.00%20.00%30.00%40.00%50.00%JuneJulyAugustSeptemberOctoberNovember
40.01%
23.54%
BAM
BIPC

Returns By Period

In the year-to-date period, BAM achieves a 42.49% return, which is significantly higher than BIPC's 25.70% return.


BAM

YTD

42.49%

1M

7.93%

6M

40.01%

1Y

71.70%

5Y (annualized)

N/A

10Y (annualized)

N/A

BIPC

YTD

25.70%

1M

-1.76%

6M

23.55%

1Y

41.00%

5Y (annualized)

N/A

10Y (annualized)

N/A

Fundamentals


BAMBIPC
Market Cap$23.47B$5.71B
EPS$1.09-$5.19
Total Revenue (TTM)$1.36B$3.64B
Gross Profit (TTM)$824.36M$2.29B
EBITDA (TTM)$760.00M$1.41B

Key characteristics


BAMBIPC
Sharpe Ratio2.851.43
Sortino Ratio3.642.00
Omega Ratio1.461.24
Calmar Ratio6.151.02
Martin Ratio14.106.92
Ulcer Index5.11%6.00%
Daily Std Dev25.27%29.05%
Max Drawdown-20.47%-48.51%
Current Drawdown-3.74%-10.29%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Correlation

-0.50.00.51.00.5

The correlation between BAM and BIPC is 0.50, 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.

Risk-Adjusted Performance

BAM vs. BIPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Inc. (BAM) and Brookfield Infrastructure Corporation (BIPC). 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.


Sharpe ratio
The chart of Sharpe ratio for BAM, currently valued at 2.85, compared to the broader market-4.00-2.000.002.004.002.851.43
The chart of Sortino ratio for BAM, currently valued at 3.64, compared to the broader market-4.00-2.000.002.004.003.642.00
The chart of Omega ratio for BAM, currently valued at 1.46, compared to the broader market0.501.001.502.001.461.24
The chart of Calmar ratio for BAM, currently valued at 6.15, compared to the broader market0.002.004.006.006.151.10
The chart of Martin ratio for BAM, currently valued at 14.10, compared to the broader market-10.000.0010.0020.0030.0014.106.92
BAM
BIPC

The current BAM Sharpe Ratio is 2.85, which is higher than the BIPC Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of BAM and BIPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
2.85
1.43
BAM
BIPC

Dividends

BAM vs. BIPC - Dividend Comparison

BAM's dividend yield for the trailing twelve months is around 2.62%, less than BIPC's 3.73% yield.


TTM2023202220212020
BAM
Brookfield Asset Management Inc.
2.62%3.19%0.00%0.00%0.00%
BIPC
Brookfield Infrastructure Corporation
3.73%4.34%3.70%4.11%2.01%

Drawdowns

BAM vs. BIPC - Drawdown Comparison

The maximum BAM drawdown since its inception was -20.47%, smaller than the maximum BIPC drawdown of -48.51%. Use the drawdown chart below to compare losses from any high point for BAM and BIPC. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-3.74%
-5.41%
BAM
BIPC

Volatility

BAM vs. BIPC - Volatility Comparison

The current volatility for Brookfield Asset Management Inc. (BAM) is 7.07%, while Brookfield Infrastructure Corporation (BIPC) has a volatility of 7.62%. This indicates that BAM experiences smaller price fluctuations and is considered to be less risky than BIPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%6.00%7.00%8.00%9.00%10.00%11.00%JuneJulyAugustSeptemberOctoberNovember
7.07%
7.62%
BAM
BIPC

Financials

BAM vs. BIPC - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Asset Management Inc. and Brookfield Infrastructure Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items