DLHC vs. BAM
DLHC (DLH Holdings Corp.) and BAM (Brookfield Asset Management Ltd.) are both stocks. DLHC operates in Specialty Business Services (Industrials), while BAM operates in Asset Management (Financial Services). Over the past 3 years, DLHC returned -17.88%/yr vs 16.40%/yr for BAM. At a 0.18 correlation, their price movements are largely independent.
Performance
DLHC vs. BAM - Performance Comparison
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Returns By Period
In the year-to-date period, DLHC achieves a -2.65% return, which is significantly higher than BAM's -12.97% return.
DLHC
- 1D
- 0.00%
- 1M
- -0.36%
- YTD
- -2.65%
- 6M
- -2.65%
- 1Y
- 0.55%
- 3Y*
- -17.88%
- 5Y*
- -13.70%
- 10Y*
- 0.98%
BAM
- 1D
- -0.53%
- 1M
- -8.27%
- YTD
- -12.97%
- 6M
- -14.75%
- 1Y
- -14.84%
- 3Y*
- 16.40%
- 5Y*
- —
- 10Y*
- —
DLHC vs. BAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
DLHC DLH Holdings Corp. | -2.65% | -29.64% | -49.02% | 32.74% | -14.39% |
BAM Brookfield Asset Management Ltd. | -12.97% | -0.24% | 39.70% | 45.61% | -10.80% |
Correlation
The correlation between DLHC and BAM is 0.13, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2022 | 0.18 |
Fundamentals
DLHC:
-$0.42
BAM:
$1.55
DLHC:
0.20
BAM:
14.29
DLHC:
$292.66M
BAM:
$5.08B
DLHC:
$42.26M
BAM:
$3.26B
DLHC:
$23.39M
BAM:
$2.35B
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Return for Risk
DLHC vs. BAM — Risk / Return Rank
DLHC
BAM
DLHC vs. BAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DLH Holdings Corp. (DLHC) and Brookfield Asset Management Ltd. (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.
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.
| DLHC | BAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.51 | ||
| Sortino ratioReturn per unit of downside risk | +0.80 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 0.94 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | -0.49 | +0.52 |
| Martin ratioReturn relative to average drawdown | 0.05 | -0.86 | +0.91 |
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Drawdowns
DLHC vs. BAM - Drawdown Comparison
The maximum DLHC drawdown since its inception was -98.48%, which is greater than BAM's maximum drawdown of -30.37%. Use the drawdown chart below to compare losses from any high point for DLHC and BAM.
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Drawdown Indicators
| DLHC | BAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.48% | -30.37% | -68.11% |
Max Drawdown (1Y)Largest decline over 1 year | -17.20% | -30.37% | +13.17% |
Max Drawdown (3Y)Largest decline over 3 years | -83.99% | -30.37% | -53.62% |
Max Drawdown (5Y)Largest decline over 5 years | -87.09% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -87.09% | — | — |
Current DrawdownCurrent decline from peak | -76.82% | -26.71% | -50.11% |
Average DrawdownAverage peak-to-trough decline | -77.27% | -8.98% | -68.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.24% | 17.29% | -7.05% |
Volatility
DLHC vs. BAM - Volatility Comparison
The current volatility for DLH Holdings Corp. (DLHC) is 4.72%, while Brookfield Asset Management Ltd. (BAM) has a volatility of 9.69%. This indicates that DLHC experiences smaller price fluctuations and is considered to be less risky than BAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLHC | BAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 9.69% | -4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 24.38% | 22.94% | +1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.07% | 29.92% | +5.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 47.65% | 30.18% | +17.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 49.75% | 30.18% | +19.57% |
Dividends
DLHC vs. BAM - Dividend Comparison
DLHC has not paid dividends to shareholders, while BAM's dividend yield for the trailing twelve months is around 4.21%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BAM Brookfield Asset Management Ltd. | 4.21% | 3.34% | 2.80% | 3.19% |
DLHC DLH Holdings Corp. | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
DLHC vs. BAM - Financials Comparison
This section allows you to compare key financial metrics between DLH Holdings Corp. and Brookfield Asset Management Ltd.. 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
DLHC vs. BAM - Profitability Comparison
DLHC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DLH Holdings Corp. reported a gross profit of 0.00 and revenue of 59.27M. Therefore, the gross margin over that period was 0.0%.
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%.
DLHC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DLH Holdings Corp. reported an operating income of -55.00K and revenue of 59.27M, resulting in an operating margin of -0.1%.
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%.
DLHC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DLH Holdings Corp. reported a net income of -2.54M and revenue of 59.27M, resulting in a net margin of -4.3%.
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%.
Frequently Asked Questions
DLHC and BAM have a correlation of 0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BAM has higher volatility (9.69%) compared to DLHC (4.72%). In terms of maximum drawdown, DLHC dropped -98.48% vs BAM's -30.37%.
DLHC currently has the higher Sharpe Ratio (0.02 vs -0.50), 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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