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BIP-UN.TO vs. RIO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BIP-UN.TO vs. RIO - Performance Comparison

The chart below illustrates the hypothetical performance of a CA$10,000 investment in Brookfield Infrastructure Partners L.P (BIP-UN.TO) and Rio Tinto Group (RIO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

BIP-UN.TO is traded in CAD, while RIO is traded in USD. To make them comparable, the RIO values have been converted to CAD using the latest available exchange rates.

Returns By Period

In the year-to-date period, BIP-UN.TO achieves a 14.93% return, which is significantly lower than RIO's 38.21% return. Over the past 10 years, BIP-UN.TO has outperformed RIO with an annualized return of 30.11%, while RIO has yielded a comparatively lower 23.61% annualized return.


BIP-UN.TO

1D
-0.07%
1M
3.28%
YTD
14.93%
6M
14.64%
1Y
22.29%
3Y*
8.28%
5Y*
18.36%
10Y*
30.11%

RIO

1D
1.94%
1M
-3.98%
YTD
38.21%
6M
45.33%
1Y
93.47%
3Y*
26.45%
5Y*
15.04%
10Y*
23.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BIP-UN.TO vs. RIO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BIP-UN.TO
Brookfield Infrastructure Partners L.P
14.93%10.04%15.27%4.54%27.87%27.84%14.53%46.25%-11.04%33.26%
RIO
Rio Tinto Group
38.21%37.87%-8.19%8.42%25.98%-3.72%32.99%27.69%5.24%35.07%

Correlation

The correlation between BIP-UN.TO and RIO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.22

Correlation (3Y)
Calculated over the trailing 3-year period

0.28

Correlation (5Y)
Calculated over the trailing 5-year period

0.22

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Sep 10, 2009

0.14

The correlation between BIP-UN.TO and RIO shifts across timeframes, from 0.14 (all time) to 0.28 (3 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BIP-UN.TO:

CA$24.64B

RIO:

$172.61B

EPS

BIP-UN.TO:

$0.91

RIO:

$13.11

PE Ratio

BIP-UN.TO:

42.33

RIO:

8.03

PS Ratio

BIP-UN.TO:

0.74

RIO:

1.55

PB Ratio

BIP-UN.TO:

3.82

RIO:

2.77

Total Revenue (TTM)

BIP-UN.TO:

$24.01B

RIO:

$111.41B

Gross Profit (TTM)

BIP-UN.TO:

$6.49B

RIO:

$31.10B

EBITDA (TTM)

BIP-UN.TO:

$11.14B

RIO:

$40.42B

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Return for Risk

BIP-UN.TO vs. RIO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIP-UN.TO
BIP-UN.TO Risk / Return Rank: 7474
Overall Rank
BIP-UN.TO Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
BIP-UN.TO Sortino Ratio Rank: 7373
Sortino Ratio Rank
BIP-UN.TO Omega Ratio Rank: 7171
Omega Ratio Rank
BIP-UN.TO Calmar Ratio Rank: 7575
Calmar Ratio Rank
BIP-UN.TO Martin Ratio Rank: 7474
Martin Ratio Rank

RIO
RIO Risk / Return Rank: 9595
Overall Rank
RIO Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
RIO Sortino Ratio Rank: 9494
Sortino Ratio Rank
RIO Omega Ratio Rank: 9393
Omega Ratio Rank
RIO Calmar Ratio Rank: 9494
Calmar Ratio Rank
RIO Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BIP-UN.TO vs. RIO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Partners L.P (BIP-UN.TO) and Rio Tinto Group (RIO). 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.


BIP-UN.TORIODifference
Sharpe ratioReturn per unit of total volatility

-1.97

Sortino ratioReturn per unit of downside risk

-1.96

Omega ratioGain probability vs. loss probability

1.22

1.47

-0.26

Calmar ratioReturn relative to maximum drawdown

1.88

6.28

-4.40

Martin ratioReturn relative to average drawdown

4.20

24.69

-20.49

BIP-UN.TO vs. RIO - Sharpe Ratio Comparison

The current BIP-UN.TO Sharpe Ratio is 1.23, which is lower than the RIO Sharpe Ratio of 3.19. The chart below compares the historical Sharpe Ratios of BIP-UN.TO and RIO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BIP-UN.TO vs. RIO - Drawdown Comparison

The maximum BIP-UN.TO drawdown since its inception was -46.85%, smaller than the maximum RIO drawdown of -85.94%. Use the drawdown chart below to compare losses from any high point for BIP-UN.TO and RIO.


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Drawdown Indicators


BIP-UN.TORIODifference

Max Drawdown

Largest peak-to-trough decline

-46.85%

-85.94%

+39.09%

Max Drawdown (1Y)

Largest decline over 1 year

-11.91%

-14.97%

+3.06%

Max Drawdown (3Y)

Largest decline over 3 years

-38.88%

-20.72%

-18.16%

Max Drawdown (5Y)

Largest decline over 5 years

-44.39%

-31.61%

-12.78%

Max Drawdown (10Y)

Largest decline over 10 years

-46.85%

-31.61%

-15.24%

Current Drawdown

Current decline from peak

-1.43%

-4.65%

+3.22%

Average Drawdown

Average peak-to-trough decline

-6.46%

-25.26%

+18.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.33%

3.82%

+1.51%

Volatility

BIP-UN.TO vs. RIO - Volatility Comparison

The current volatility for Brookfield Infrastructure Partners L.P (BIP-UN.TO) is 4.57%, while Rio Tinto Group (RIO) has a volatility of 11.89%. This indicates that BIP-UN.TO experiences smaller price fluctuations and is considered to be less risky than RIO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BIP-UN.TORIODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.57%

11.89%

-7.32%

Volatility (6M)

Calculated over the trailing 6-month period

14.01%

24.34%

-10.33%

Volatility (1Y)

Calculated over the trailing 1-year period

18.22%

29.42%

-11.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.95%

29.82%

+3.13%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

38.57%

31.32%

+7.25%

Dividends

BIP-UN.TO vs. RIO - Dividend Comparison

BIP-UN.TO's dividend yield for the trailing twelve months is around 4.55%, more than RIO's 3.82% yield.


PositionTTM20252024202320222021202020192018201720162015
BIP-UN.TO
Brookfield Infrastructure Partners L.P
4.55%5.04%4.85%5.00%4.23%3.97%5.61%5.62%6.65%5.64%5.16%10.13%
RIO
Rio Tinto Group
3.82%4.66%7.40%5.40%10.48%10.23%5.13%7.68%6.32%4.47%3.93%7.58%

Financials

BIP-UN.TO vs. RIO - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Infrastructure Partners L.P and Rio Tinto Group. 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


0.005.00B10.00B15.00B20.00B25.00B30.00B35.00B20222023202420252026
6.30B
30.65B
(BIP-UN.TO) Total Revenue
(RIO) Total Revenue
Values in USD except per share items

BIP-UN.TO vs. RIO - Profitability Comparison

The chart below illustrates the profitability comparison between Brookfield Infrastructure Partners L.P and Rio Tinto Group over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

-20.0%0.0%20.0%40.0%60.0%20222023202420252026
26.9%
26.6%
Portfolio components
BIP-UN.TO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a gross profit of 1.70B and revenue of 6.30B. Therefore, the gross margin over that period was 26.9%.

RIO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a gross profit of 8.15B and revenue of 30.65B. Therefore, the gross margin over that period was 26.6%.

BIP-UN.TO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported an operating income of 1.59B and revenue of 6.30B, resulting in an operating margin of 25.2%.

RIO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported an operating income of 8.15B and revenue of 30.65B, resulting in an operating margin of 26.6%.

BIP-UN.TO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Infrastructure Partners L.P reported a net income of -86.00M and revenue of 6.30B, resulting in a net margin of -1.4%.

RIO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rio Tinto Group reported a net income of 5.42B and revenue of 30.65B, resulting in a net margin of 17.7%.


Frequently Asked Questions


BIP-UN.TO and RIO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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