BGLYX vs. BN
BGLYX (Brookfield Global Listed Infrastructure Fund) is Infrastructure Equities fund managed by Brookfield, while BN (Brookfield Corporation) is a stock. Over the past 10 years, BGLYX returned 6.29%/yr vs 14.82%/yr for BN. Their 0.57 correlation means they have sometimes moved together and sometimes differently.
Performance
BGLYX vs. BN - Performance Comparison
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Returns By Period
In the year-to-date period, BGLYX achieves a 10.93% return, which is significantly higher than BN's -7.01% return. Over the past 10 years, BGLYX has underperformed BN with an annualized return of 6.29%, while BN has yielded a comparatively higher 14.82% annualized return.
BGLYX
- 1D
- 0.48%
- 1M
- -0.55%
- 6M
- 6.26%
- YTD
- 10.93%
- 1Y
- 15.34%
- 3Y*
- 11.03%
- 5Y*
- 7.45%
- 10Y*
- 6.29%
- ALL TIME*
- 7.15%
BN
- 1D
- 1.19%
- 1M
- -2.07%
- 6M
- -6.32%
- YTD
- -7.01%
- 1Y
- -1.76%
- 3Y*
- 23.70%
- 5Y*
- 8.77%
- 10Y*
- 14.82%
- ALL TIME*
- 9.05%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $176.68M | $154.59M | $192.46M |
BGLYX vs. BN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BGLYX Brookfield Global Listed Infrastructure Fund | 10.93% | 13.04% | 9.01% | 3.32% | -5.47% | 16.13% | -3.25% | 25.44% | -8.06% | 10.79% |
BN Brookfield Corporation | -7.01% | 20.54% | 44.18% | 28.60% | -34.80% | 49.30% | 8.99% | 52.68% | -10.65% | 33.82% |
Correlation
The correlation between BGLYX and BN is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.44 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Dec 1, 2011 | 0.57 |
Over the past year, the correlation between BGLYX and BN has dropped to 0.27 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
BGLYX vs. BN — Risk / Return Rank
BGLYX
BN
BGLYX vs. BN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Global Listed Infrastructure Fund (BGLYX) and Brookfield Corporation (BN). 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.
| BGLYX | BN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.63 | ||
| Sortino ratioReturn per unit of downside risk | +2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.00 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.57 | -0.20 | +2.76 |
| Martin ratioReturn relative to average drawdown | 7.61 | -0.47 | +8.09 |
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Drawdowns
BGLYX vs. BN - Drawdown Comparison
The maximum BGLYX drawdown since its inception was -36.54%, smaller than the maximum BN drawdown of -82.22%. Use the drawdown chart below to compare losses from any high point for BGLYX and BN.
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Drawdown Indicators
| BGLYX | BN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.54% | -82.22% | +45.68% |
Max Drawdown (1Y)Largest decline over 1 year | -6.32% | -22.05% | +15.73% |
Max Drawdown (3Y)Largest decline over 3 years | -10.79% | -27.84% | +17.05% |
Max Drawdown (5Y)Largest decline over 5 years | -20.94% | -41.85% | +20.91% |
Max Drawdown (10Y)Largest decline over 10 years | -36.54% | -51.42% | +14.88% |
Current DrawdownCurrent decline from peak | -2.44% | -13.21% | +10.77% |
Average DrawdownAverage peak-to-trough decline | -7.79% | -28.46% | +20.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.13% | 9.06% | -6.93% |
Volatility
BGLYX vs. BN - Volatility Comparison
The current volatility for Brookfield Global Listed Infrastructure Fund (BGLYX) is 3.23%, while Brookfield Corporation (BN) has a volatility of 6.14%. This indicates that BGLYX experiences smaller price fluctuations and is considered to be less risky than BN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BGLYX | BN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.23% | 6.14% | -2.91% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 21.71% | -12.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.95% | 28.20% | -17.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 31.15% | -17.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.56% | 30.15% | -14.59% |
Dividends
BGLYX vs. BN - Dividend Comparison
BGLYX's dividend yield for the trailing twelve months is around 27.96%, more than BN's 0.61% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BGLYX Brookfield Global Listed Infrastructure Fund | 27.96% | 30.30% | 1.89% | 1.88% | 7.34% | 4.53% | 3.71% | 3.94% | 4.31% | 4.03% | 4.09% | 4.03% |
BN Brookfield Corporation | 0.61% | 0.52% | 0.56% | 0.70% | 1.44% | 1.12% | 1.55% | 1.11% | 1.56% | 1.29% | 1.58% | 1.50% |
Frequently Asked Questions
BGLYX and BN have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BN has higher volatility (6.14%) compared to BGLYX (3.23%). In terms of maximum drawdown, BGLYX dropped -36.54% vs BN's -82.22%.
BGLYX currently has the higher Sharpe Ratio (1.48 vs -0.15), 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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