PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
BIPC vs. BAM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BIPC and BAM is 0.48, 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.


-0.50.00.51.00.5

Performance

BIPC vs. BAM - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%40.00%AugustSeptemberOctoberNovemberDecember2025
5.32%
33.45%
BIPC
BAM

Key characteristics

Sharpe Ratio

BIPC:

0.77

BAM:

2.00

Sortino Ratio

BIPC:

1.17

BAM:

2.54

Omega Ratio

BIPC:

1.15

BAM:

1.35

Calmar Ratio

BIPC:

0.55

BAM:

4.33

Martin Ratio

BIPC:

3.12

BAM:

9.43

Ulcer Index

BIPC:

7.15%

BAM:

5.52%

Daily Std Dev

BIPC:

28.94%

BAM:

26.05%

Max Drawdown

BIPC:

-48.51%

BAM:

-20.47%

Current Drawdown

BIPC:

-16.23%

BAM:

-5.93%

Fundamentals

Market Cap

BIPC:

$5.30B

BAM:

$23.33B

EPS

BIPC:

-$5.15

BAM:

$1.10

Total Revenue (TTM)

BIPC:

$2.74B

BAM:

$1.21B

Gross Profit (TTM)

BIPC:

$1.73B

BAM:

$359.00M

EBITDA (TTM)

BIPC:

$669.66M

BAM:

$765.00M

Returns By Period

In the year-to-date period, BIPC achieves a -0.87% return, which is significantly lower than BAM's 2.55% return.


BIPC

YTD

-0.87%

1M

5.12%

6M

5.32%

1Y

19.33%

5Y*

N/A

10Y*

N/A

BAM

YTD

2.55%

1M

2.11%

6M

33.45%

1Y

47.40%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

BIPC vs. BAM — Risk-Adjusted Performance Rank

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

BIPC
The Risk-Adjusted Performance Rank of BIPC is 6868
Overall Rank
The Sharpe Ratio Rank of BIPC is 7272
Sharpe Ratio Rank
The Sortino Ratio Rank of BIPC is 6363
Sortino Ratio Rank
The Omega Ratio Rank of BIPC is 6262
Omega Ratio Rank
The Calmar Ratio Rank of BIPC is 6969
Calmar Ratio Rank
The Martin Ratio Rank of BIPC is 7373
Martin Ratio Rank

BAM
The Risk-Adjusted Performance Rank of BAM is 9191
Overall Rank
The Sharpe Ratio Rank of BAM is 9292
Sharpe Ratio Rank
The Sortino Ratio Rank of BAM is 8787
Sortino Ratio Rank
The Omega Ratio Rank of BAM is 8888
Omega Ratio Rank
The Calmar Ratio Rank of BAM is 9797
Calmar Ratio Rank
The Martin Ratio Rank of BAM is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIPC vs. BAM - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Infrastructure Corporation (BIPC) and Brookfield Asset Management Inc. (BAM). 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 BIPC, currently valued at 0.77, compared to the broader market-2.000.002.004.000.772.00
The chart of Sortino ratio for BIPC, currently valued at 1.17, compared to the broader market-4.00-2.000.002.004.001.172.54
The chart of Omega ratio for BIPC, currently valued at 1.15, compared to the broader market0.501.001.502.001.151.35
The chart of Calmar ratio for BIPC, currently valued at 0.59, compared to the broader market0.002.004.006.000.594.33
The chart of Martin ratio for BIPC, currently valued at 3.12, compared to the broader market-10.000.0010.0020.0030.003.129.43
BIPC
BAM

The current BIPC Sharpe Ratio is 0.77, which is lower than the BAM Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of BIPC and BAM, 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 Ratio0.001.002.003.004.00AugustSeptemberOctoberNovemberDecember2025
0.77
2.00
BIPC
BAM

Dividends

BIPC vs. BAM - Dividend Comparison

BIPC's dividend yield for the trailing twelve months is around 4.08%, more than BAM's 2.74% yield.


TTM20242023202220212020
BIPC
Brookfield Infrastructure Corporation
4.08%4.05%4.34%3.70%4.11%2.01%
BAM
Brookfield Asset Management Inc.
2.74%2.80%3.19%0.00%0.00%0.00%

Drawdowns

BIPC vs. BAM - Drawdown Comparison

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


-20.00%-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-11.68%
-5.93%
BIPC
BAM

Volatility

BIPC vs. BAM - Volatility Comparison

Brookfield Infrastructure Corporation (BIPC) has a higher volatility of 12.43% compared to Brookfield Asset Management Inc. (BAM) at 11.66%. This indicates that BIPC's price experiences larger fluctuations and is considered to be riskier than BAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%AugustSeptemberOctoberNovemberDecember2025
12.43%
11.66%
BIPC
BAM

Financials

BIPC vs. BAM - Financials Comparison

This section allows you to compare key financial metrics between Brookfield Infrastructure Corporation and Brookfield Asset Management 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.


Quarterly
Annual

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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab