BN vs. AB
BN (Brookfield Corporation) and AB (AllianceBernstein Holding L.P.) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 10 years, BN returned 14.55%/yr vs 14.30%/yr for AB. At a 0.32 correlation, their price movements are largely independent.
Performance
BN vs. AB - Performance Comparison
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Returns By Period
In the year-to-date period, BN achieves a -3.44% return, which is significantly lower than AB's -0.39% return. Both investments have delivered pretty close results over the past 10 years, with BN having a 14.55% annualized return and AB not far behind at 14.30%.
BN
- 1D
- -0.83%
- 1M
- -6.05%
- YTD
- -3.44%
- 6M
- -4.46%
- 1Y
- 13.31%
- 3Y*
- 28.82%
- 5Y*
- 11.64%
- 10Y*
- 14.55%
AB
- 1D
- -1.64%
- 1M
- -6.29%
- YTD
- -0.39%
- 6M
- -8.47%
- 1Y
- -0.43%
- 3Y*
- 11.52%
- 5Y*
- 3.78%
- 10Y*
- 14.30%
BN vs. AB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BN Brookfield Corporation | -3.44% | 20.54% | 44.18% | 28.60% | -34.80% | 49.30% | 8.99% | 52.68% | -10.65% | 33.82% |
AB AllianceBernstein Holding L.P. | -0.39% | 13.36% | 30.40% | -2.29% | -23.46% | 56.27% | 23.00% | 19.85% | 21.04% | 16.76% |
Correlation
The correlation between BN and AB is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.38 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.42 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.50 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Apr 15, 1988 | 0.32 |
The correlation between BN and AB shifts across timeframes, from 0.32 (all time) to 0.50 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
BN:
$104.69B
AB:
$3.39B
BN:
$0.56
AB:
$3.22
BN:
78.31
AB:
11.38
BN:
1.36
AB:
14.16
BN:
2.44
AB:
2.69
BN:
$76.58B
AB:
$250.00M
BN:
$27.02B
AB:
$250.00M
BN:
$31.07B
AB:
$252.50M
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Return for Risk
BN vs. AB — Risk / Return Rank
BN
AB
BN vs. AB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brookfield Corporation (BN) and AllianceBernstein Holding L.P. (AB). 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.
| BN | AB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.49 | ||
| Sortino ratioReturn per unit of downside risk | +0.70 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.02 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.61 | -0.03 | +0.64 |
| Martin ratioReturn relative to average drawdown | 1.68 | -0.07 | +1.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BN | AB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | -0.02 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.13 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.44 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.46 | -0.15 |
Drawdowns
BN vs. AB - Drawdown Comparison
The maximum BN drawdown since its inception was -82.22%, smaller than the maximum AB drawdown of -87.65%. Use the drawdown chart below to compare losses from any high point for BN and AB.
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Drawdown Indicators
| BN | AB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.22% | -87.65% | +5.43% |
Max Drawdown (1Y)Largest decline over 1 year | -22.05% | -14.68% | -7.37% |
Max Drawdown (3Y)Largest decline over 3 years | -27.84% | -20.84% | -7.00% |
Max Drawdown (5Y)Largest decline over 5 years | -41.85% | -45.76% | +3.91% |
Max Drawdown (10Y)Largest decline over 10 years | -51.42% | -58.08% | +6.66% |
Current DrawdownCurrent decline from peak | -9.89% | -10.44% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -28.52% | -26.21% | -2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.93% | 6.68% | +1.25% |
Volatility
BN vs. AB - Volatility Comparison
Brookfield Corporation (BN) has a higher volatility of 9.72% compared to AllianceBernstein Holding L.P. (AB) at 4.11%. This indicates that BN's price experiences larger fluctuations and is considered to be riskier than AB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BN | AB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.72% | 4.11% | +5.61% |
Volatility (6M)Calculated over the trailing 6-month period | 22.37% | 18.51% | +3.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.67% | 22.42% | +6.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.24% | 28.24% | +3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.20% | 32.40% | -2.20% |
Dividends
BN vs. AB - Dividend Comparison
BN's dividend yield for the trailing twelve months is around 0.57%, less than AB's 9.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AB AllianceBernstein Holding L.P. | 9.30% | 9.02% | 8.03% | 8.44% | 10.30% | 7.33% | 8.26% | 7.67% | 10.54% | 8.50% | 7.46% | 8.09% |
BN Brookfield Corporation | 0.57% | 0.52% | 0.56% | 0.70% | 1.44% | 1.12% | 1.55% | 1.11% | 1.56% | 1.29% | 1.58% | 1.50% |
Financials
BN vs. AB - Financials Comparison
This section allows you to compare key financial metrics between Brookfield Corporation and AllianceBernstein Holding L.P.. 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
Frequently Asked Questions
BN and AB have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BN has higher volatility (9.72%) compared to AB (4.11%). In terms of maximum drawdown, BN dropped -82.22% vs AB's -87.65%.
BN currently has the higher Sharpe Ratio (0.47 vs -0.02), 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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