BAM vs. RJF
BAM (Brookfield Asset Management Ltd.) and RJF (Raymond James Financial, Inc.) are both stocks. Both are in the Financial Services sector — BAM in Asset Management, RJF in Capital Markets. Over the past 3 years, BAM returned 16.64%/yr vs 18.32%/yr for RJF. A 0.53 correlation means they provide meaningful diversification when combined.
Performance
BAM vs. RJF - Performance Comparison
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Returns By Period
In the year-to-date period, BAM achieves a -8.16% return, which is significantly lower than RJF's -3.17% return.
BAM
- 1D
- 1.09%
- 1M
- -0.63%
- YTD
- -8.16%
- 6M
- -10.55%
- 1Y
- -10.49%
- 3Y*
- 16.64%
- 5Y*
- —
- 10Y*
- —
RJF
- 1D
- 2.65%
- 1M
- 0.19%
- YTD
- -3.17%
- 6M
- -5.10%
- 1Y
- 7.45%
- 3Y*
- 18.32%
- 5Y*
- 13.66%
- 10Y*
- 17.98%
BAM vs. RJF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
BAM Brookfield Asset Management Ltd. | -8.16% | -0.24% | 39.70% | 45.61% | -10.80% |
RJF Raymond James Financial, Inc. | -3.17% | 4.74% | 40.83% | 6.12% | -5.46% |
Correlation
The correlation between BAM and RJF is 0.55, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.55 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.55 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2022 | 0.53 |
The correlation between BAM and RJF has been stable across timeframes, ranging from 0.53 to 0.55 - a consistent structural relationship.
Fundamentals
BAM:
$76.32B
RJF:
$30.93B
BAM:
$1.55
RJF:
$10.55
BAM:
30.39
RJF:
14.63
BAM:
0.05
RJF:
1.25
BAM:
15.08
RJF:
1.92
BAM:
$5.08B
RJF:
$16.35B
BAM:
$3.26B
RJF:
$6.99B
BAM:
$2.35B
RJF:
$1.40B
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Return for Risk
BAM vs. RJF — Risk / Return Rank
BAM
RJF
BAM vs. RJF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Asset Management Ltd. (BAM) and Raymond James Financial, Inc. (RJF). 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 | RJF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -0.86 | ||
| Omega ratioGain probability vs. loss probability | 0.95 | 1.06 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | -0.43 | 0.27 | -0.70 |
| Martin ratioReturn relative to average drawdown | -0.77 | 0.57 | -1.34 |
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Drawdowns
BAM vs. RJF - Drawdown Comparison
The maximum BAM drawdown since its inception was -30.37%, smaller than the maximum RJF drawdown of -69.68%. Use the drawdown chart below to compare losses from any high point for BAM and RJF.
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Drawdown Indicators
| BAM | RJF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.37% | -69.68% | +39.31% |
Max Drawdown (1Y)Largest decline over 1 year | -30.37% | -19.64% | -10.73% |
Max Drawdown (3Y)Largest decline over 3 years | -30.37% | -28.12% | -2.25% |
Max Drawdown (5Y)Largest decline over 5 years | — | -32.11% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.59% | — |
Current DrawdownCurrent decline from peak | -22.66% | -11.61% | -11.05% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -14.62% | +5.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.80% | 9.34% | +7.46% |
Volatility
BAM vs. RJF - Volatility Comparison
Brookfield Asset Management Ltd. (BAM) has a higher volatility of 10.83% compared to Raymond James Financial, Inc. (RJF) at 7.64%. This indicates that BAM's price experiences larger fluctuations and is considered to be riskier than RJF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAM | RJF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.83% | 7.64% | +3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 22.75% | 19.52% | +3.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.82% | 24.66% | +5.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.18% | 28.04% | +2.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.18% | 30.95% | -0.77% |
Dividends
BAM vs. RJF - Dividend Comparison
BAM's dividend yield for the trailing twelve months is around 3.99%, more than RJF's 1.35% 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% |
RJF Raymond James Financial, Inc. | 1.35% | 1.25% | 0.87% | 1.53% | 1.67% | 1.04% | 1.16% | 1.93% | 1.48% | 0.74% | 1.18% | 1.28% |
Financials
BAM vs. RJF - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Asset Management Ltd. and Raymond James Financial, Inc.. 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. RJF - 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%.
RJF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a gross profit of -3.74B and revenue of 4.26B. Therefore, the gross margin over that period was -87.6%.
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%.
RJF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported an operating income of -728.00M and revenue of 4.26B, resulting in an operating margin of -17.1%.
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%.
RJF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Raymond James Financial, Inc. reported a net income of 544.00M and revenue of 4.26B, resulting in a net margin of 12.8%.
Frequently Asked Questions
BAM and RJF have a correlation of 0.55, 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 RJF (7.64%). In terms of maximum drawdown, BAM dropped -30.37% vs RJF's -69.68%.
RJF currently has the higher Sharpe Ratio (0.22 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.
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