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FRFHF vs. BN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

FRFHF vs. BN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fairfax Financial Holdings Ltd (FRFHF) and Brookfield Corporation (BN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, FRFHF achieves a -11.83% return, which is significantly lower than BN's -7.01% return. Over the past 10 years, FRFHF has underperformed BN with an annualized return of 14.06%, while BN has yielded a comparatively higher 14.82% annualized return.


FRFHF

1D
-0.93%
1M
-0.80%
6M
1.17%
YTD
-11.83%
1Y
-3.59%
3Y*
29.27%
5Y*
33.55%
10Y*
14.06%
ALL TIME*
15.39%

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$176.68M$154.59M$192.46M
$20.39M$18.66M$16.08M

FRFHF vs. BN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FRFHF
Fairfax Financial Holdings Ltd
-11.83%38.79%53.39%57.56%23.17%48.23%-25.75%8.88%-15.44%11.34%
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 FRFHF and BN is 0.28, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.28

Correlation (3Y)
Balances recent behavior with more history.

0.33

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.39

Correlation (10Y)
Provides a long-term view across more market conditions.

0.35

Correlation (All Time)
Calculated using the full available price history since Dec 18, 2002

0.30

The correlation between FRFHF and BN shifts across timeframes, from 0.28 (1 year) to 0.39 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

FRFHF:

$34.41B

BN:

$94.99B

EPS

FRFHF:

$218.71

BN:

$0.56

PE Ratio

FRFHF:

7.63

BN:

75.35

PEG Ratio

FRFHF:

0.19

BN:

165.12

PS Ratio

FRFHF:

1.03

BN:

1.31

PB Ratio

FRFHF:

1.00

BN:

2.35

Total Revenue (TTM)

FRFHF:

$33.09B

BN:

$76.58B

Gross Profit (TTM)

FRFHF:

$15.57B

BN:

$27.02B

EBITDA (TTM)

FRFHF:

$7.93B

BN:

$31.07B

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Return for Risk

FRFHF vs. BN — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

FRFHF
FRFHF Risk / Return Rank: 3232
Overall Rank
FRFHF Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
FRFHF Sortino Ratio Rank: 2929
Sortino Ratio Rank
FRFHF Omega Ratio Rank: 2929
Omega Ratio Rank
FRFHF Calmar Ratio Rank: 3535
Calmar Ratio Rank
FRFHF Martin Ratio Rank: 3434
Martin Ratio Rank

BN
BN Risk / Return Rank: 3535
Overall Rank
BN Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
BN Sortino Ratio Rank: 3333
Sortino Ratio Rank
BN Omega Ratio Rank: 3333
Omega Ratio Rank
BN Calmar Ratio Rank: 3838
Calmar Ratio Rank
BN Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

FRFHF vs. BN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fairfax Financial Holdings Ltd (FRFHF) 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.


FRFHFBNDifference
Sharpe ratioReturn per unit of total volatility

-0.09

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

0.98

1.00

-0.02

Calmar ratioReturn relative to maximum drawdown

-0.27

-0.20

-0.07

Martin ratioReturn relative to average drawdown

-0.54

-0.47

-0.07

FRFHF vs. BN - Sharpe Ratio Comparison

The current FRFHF Sharpe Ratio is -0.24, which is lower than the BN Sharpe Ratio of -0.15. The chart below compares the historical Sharpe Ratios of FRFHF and BN, 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

FRFHF vs. BN - Drawdown Comparison

The maximum FRFHF drawdown since its inception was -58.92%, smaller than the maximum BN drawdown of -82.22%. Use the drawdown chart below to compare losses from any high point for FRFHF and BN.


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Drawdown Indicators


FRFHFBNDifference

Max Drawdown

Largest peak-to-trough decline

-58.92%

-82.22%

+23.30%

Max Drawdown (1Y)

Largest decline over 1 year

-19.55%

-22.05%

+2.50%

Max Drawdown (3Y)

Largest decline over 3 years

-19.55%

-27.84%

+8.29%

Max Drawdown (5Y)

Largest decline over 5 years

-20.88%

-41.85%

+20.97%

Max Drawdown (10Y)

Largest decline over 10 years

-58.92%

-51.42%

-7.50%

Current Drawdown

Current decline from peak

-12.22%

-13.21%

+0.99%

Average Drawdown

Average peak-to-trough decline

-12.48%

-28.46%

+15.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.63%

9.06%

+0.57%

Volatility

FRFHF vs. BN - Volatility Comparison

The current volatility for Fairfax Financial Holdings Ltd (FRFHF) is 5.55%, while Brookfield Corporation (BN) has a volatility of 6.14%. This indicates that FRFHF 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


FRFHFBNDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.55%

6.14%

-0.59%

Volatility (6M)

Calculated over the trailing 6-month period

15.82%

21.71%

-5.89%

Volatility (1Y)

Calculated over the trailing 1-year period

21.76%

28.20%

-6.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.58%

31.15%

-5.57%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

27.12%

30.15%

-3.03%

Dividends

FRFHF vs. BN - Dividend Comparison

FRFHF's dividend yield for the trailing twelve months is around 0.90%, more than BN's 0.61% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
FRFHF
Fairfax Financial Holdings Ltd
0.90%0.79%1.08%1.09%1.68%2.03%2.93%2.13%2.27%1.89%2.09%2.12%

Financials

FRFHF vs. BN - Financials Comparison

This section allows you to compare key financial metrics between Fairfax Financial Holdings Ltd and Brookfield Corporation. 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

FRFHF vs. BN - Profitability Comparison

The chart below illustrates the profitability comparison between Fairfax Financial Holdings Ltd and Brookfield Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

FRFHF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Fairfax Financial Holdings Ltd reported a gross profit of 11.42B and revenue of 11.42B. Therefore, the gross margin over that period was 100.0%.

BN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Brookfield Corporation reported a gross profit of 4.43B and revenue of 18.39B. Therefore, the gross margin over that period was 24.1%.

FRFHF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Fairfax Financial Holdings Ltd reported an operating income of 1.91B and revenue of 11.42B, resulting in an operating margin of 16.7%.

BN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Brookfield Corporation reported an operating income of 4.39B and revenue of 18.39B, resulting in an operating margin of 23.9%.

FRFHF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Fairfax Financial Holdings Ltd reported a net income of 1.36B and revenue of 11.42B, resulting in a net margin of 11.9%.

BN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Brookfield Corporation reported a net income of 100.59M and revenue of 18.39B, resulting in a net margin of 0.6%.


Frequently Asked Questions


FRFHF and BN have a correlation of 0.28, 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 FRFHF (5.55%). In terms of maximum drawdown, FRFHF dropped -58.92% vs BN's -82.22%.

BN currently has the higher Sharpe Ratio (-0.15 vs -0.24), 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.

Portfolio Optimizer

Find the right allocation for FRFHF and BN

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