GIZYX vs. BN
Compare and contrast key facts about Invesco Global Infrastructure Fund (GIZYX) and Brookfield Corp (BN).
GIZYX is managed by Invesco. It was launched on May 1, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GIZYX or BN.
Correlation
The correlation between GIZYX and BN is 0.61, 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.
Performance
GIZYX vs. BN - Performance Comparison
Key characteristics
GIZYX:
1.29
BN:
1.78
GIZYX:
1.79
BN:
2.29
GIZYX:
1.23
BN:
1.30
GIZYX:
0.94
BN:
2.28
GIZYX:
4.97
BN:
10.45
GIZYX:
3.13%
BN:
4.47%
GIZYX:
12.02%
BN:
26.22%
GIZYX:
-35.86%
BN:
-72.49%
GIZYX:
-3.90%
BN:
-5.14%
Returns By Period
In the year-to-date period, GIZYX achieves a 2.78% return, which is significantly higher than BN's 2.45% return. Over the past 10 years, GIZYX has underperformed BN with an annualized return of 4.06%, while BN has yielded a comparatively higher 13.31% annualized return.
GIZYX
2.78%
0.88%
2.55%
14.72%
2.37%
4.06%
BN
2.45%
-0.12%
20.22%
44.16%
11.17%
13.31%
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Risk-Adjusted Performance
GIZYX vs. BN — Risk-Adjusted Performance Rank
GIZYX
BN
GIZYX vs. BN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Global Infrastructure Fund (GIZYX) and Brookfield Corp (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.
Dividends
GIZYX vs. BN - Dividend Comparison
GIZYX's dividend yield for the trailing twelve months is around 2.33%, more than BN's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GIZYX Invesco Global Infrastructure Fund | 2.33% | 2.39% | 2.94% | 2.05% | 1.84% | 1.86% | 2.06% | 1.87% | 2.65% | 1.90% | 2.16% | 1.65% |
BN Brookfield Corp | 0.54% | 0.56% | 0.87% | 1.88% | 0.86% | 1.16% | 1.45% | 1.56% | 1.68% | 1.56% | 1.97% | 1.75% |
Drawdowns
GIZYX vs. BN - Drawdown Comparison
The maximum GIZYX drawdown since its inception was -35.86%, smaller than the maximum BN drawdown of -72.49%. Use the drawdown chart below to compare losses from any high point for GIZYX and BN. For additional features, visit the drawdowns tool.
Volatility
GIZYX vs. BN - Volatility Comparison
The current volatility for Invesco Global Infrastructure Fund (GIZYX) is 2.83%, while Brookfield Corp (BN) has a volatility of 7.45%. This indicates that GIZYX 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.