BAM vs. JMHLY
BAM (Brookfield Asset Management Ltd.) and JMHLY (Jardine Matheson Holdings Ltd PK) are both stocks. BAM operates in Asset Management (Financial Services), while JMHLY operates in Conglomerates (Industrials). Over the past 3 years, BAM returned 16.64%/yr vs 13.62%/yr for JMHLY. At a 0.16 correlation, their price movements are largely independent.
Performance
BAM vs. JMHLY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BAM achieves a -8.16% return, which is significantly lower than JMHLY's -5.13% return.
BAM
- 1D
- 1.09%
- 1M
- -3.65%
- YTD
- -8.16%
- 6M
- -10.55%
- 1Y
- -10.49%
- 3Y*
- 16.64%
- 5Y*
- —
- 10Y*
- —
JMHLY
- 1D
- 2.06%
- 1M
- -11.84%
- YTD
- -5.13%
- 6M
- -6.16%
- 1Y
- 43.77%
- 3Y*
- 13.62%
- 5Y*
- 4.83%
- 10Y*
- 5.26%
BAM vs. JMHLY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BAM Brookfield Asset Management Ltd. | -8.16% | -0.24% | 39.70% | 45.61% | -10.80% |
JMHLY Jardine Matheson Holdings Ltd PK | -5.13% | 75.14% | 5.58% | -14.91% | 3.64% |
Correlation
The correlation between BAM and JMHLY is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2022 | 0.16 |
Fundamentals
BAM:
$76.32B
JMHLY:
$18.73B
BAM:
$1.55
JMHLY:
$2.19
BAM:
30.39
JMHLY:
28.98
BAM:
0.05
JMHLY:
4.83
BAM:
15.08
JMHLY:
0.27
BAM:
6.79
JMHLY:
0.65
BAM:
$5.08B
JMHLY:
$69.97B
BAM:
$3.26B
JMHLY:
$19.29B
BAM:
$2.35B
JMHLY:
$6.54B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BAM vs. JMHLY — Risk / Return Rank
BAM
JMHLY
BAM vs. JMHLY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Ltd. (BAM) and Jardine Matheson Holdings Ltd PK (JMHLY). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAM | JMHLY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.87 | ||
| Sortino ratioReturn per unit of downside risk | -2.52 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.27 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 1.95 | -2.38 |
| Martin ratioReturn relative to average drawdown | -0.77 | 6.49 | -7.26 |
Loading charts...
Drawdowns
BAM vs. JMHLY - Drawdown Comparison
The maximum BAM drawdown since its inception was -30.37%, smaller than the maximum JMHLY drawdown of -57.39%. Use the drawdown chart below to compare losses from any high point for BAM and JMHLY.
Loading charts...
Drawdown Indicators
| BAM | JMHLY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.37% | -57.39% | +27.02% |
Max Drawdown (1Y)Largest decline over 1 year | -30.37% | -24.21% | -6.16% |
Max Drawdown (3Y)Largest decline over 3 years | -30.37% | -30.35% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -39.41% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.95% | — |
Current DrawdownCurrent decline from peak | -22.66% | -21.21% | -1.45% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -15.00% | +6.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.80% | 7.25% | +9.55% |
Volatility
BAM vs. JMHLY - Volatility Comparison
Brookfield Asset Management Ltd. (BAM) and Jardine Matheson Holdings Ltd PK (JMHLY) have volatilities of 10.83% and 10.42%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BAM | JMHLY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.83% | 10.42% | +0.41% |
Volatility (6M)Calculated over the trailing 6-month period | 22.75% | 24.70% | -1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.82% | 32.93% | -3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.18% | 25.82% | +4.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.18% | 25.87% | +4.31% |
Dividends
BAM vs. JMHLY - Dividend Comparison
BAM's dividend yield for the trailing twelve months is around 3.99%, more than JMHLY's 3.71% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Ltd. | 3.99% | 3.34% | 2.80% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JMHLY Jardine Matheson Holdings Ltd PK | 3.71% | 3.29% | 5.49% | 5.34% | 4.16% | 2.93% | 2.97% | 2.93% | 2.20% | 3.03% | 2.44% | 2.81% |
Financials
BAM vs. JMHLY - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Asset Management Ltd. and Jardine Matheson Holdings Ltd PK. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BAM vs. JMHLY - Profitability Comparison
BAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd. reported a gross profit of 0.00 and revenue of 1.34B. Therefore, the gross margin over that period was 0.0%.
JMHLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jardine Matheson Holdings Ltd PK reported a gross profit of 4.68B and revenue of 17.15B. Therefore, the gross margin over that period was 27.3%.
BAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd. reported an operating income of 0.00 and revenue of 1.34B, resulting in an operating margin of 0.0%.
JMHLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jardine Matheson Holdings Ltd PK reported an operating income of 1.44B and revenue of 17.15B, resulting in an operating margin of 8.4%.
BAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Ltd. reported a net income of 617.00M and revenue of 1.34B, resulting in a net margin of 46.1%.
JMHLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jardine Matheson Holdings Ltd PK reported a net income of 581.38M and revenue of 17.15B, resulting in a net margin of 3.4%.
Frequently Asked Questions
BAM and JMHLY have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BAM has higher volatility (10.83%) compared to JMHLY (10.42%). In terms of maximum drawdown, BAM dropped -30.37% vs JMHLY's -57.39%.
JMHLY currently has the higher Sharpe Ratio (1.44 vs -0.44), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BAM and JMHLY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer