JMHLY vs. BAM
JMHLY (Jardine Matheson Holdings Ltd PK) and BAM (Brookfield Asset Management Inc.) are both stocks. JMHLY operates in Conglomerates (Industrials), while BAM operates in Asset Management (Financial Services). Over the past 3 years, JMHLY returned 15.27%/yr vs 16.66%/yr for BAM. At a 0.15 correlation, their price movements are largely independent.
Performance
JMHLY vs. BAM - Performance Comparison
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Returns By Period
In the year-to-date period, JMHLY achieves a -3.21% return, which is significantly higher than BAM's -11.82% return.
JMHLY
- 1D
- 0.60%
- 1M
- -5.36%
- YTD
- -3.21%
- 6M
- -2.28%
- 1Y
- 50.49%
- 3Y*
- 15.27%
- 5Y*
- 4.97%
- 10Y*
- 5.39%
BAM
- 1D
- -5.24%
- 1M
- -3.95%
- YTD
- -11.82%
- 6M
- -12.95%
- 1Y
- -16.86%
- 3Y*
- 16.66%
- 5Y*
- —
- 10Y*
- —
JMHLY vs. BAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JMHLY Jardine Matheson Holdings Ltd PK | -3.21% | 75.14% | 5.58% | -14.91% | 2.82% |
BAM Brookfield Asset Management Inc. | -11.82% | -0.24% | 39.70% | 45.61% | -10.41% |
Correlation
The correlation between JMHLY and BAM is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.08 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Dec 2, 2022 | 0.15 |
Fundamentals
JMHLY:
$19.11B
BAM:
$73.27B
JMHLY:
$2.19
BAM:
$1.55
JMHLY:
29.57
BAM:
29.18
JMHLY:
4.93
BAM:
0.05
JMHLY:
0.27
BAM:
14.48
JMHLY:
0.66
BAM:
6.52
JMHLY:
$69.97B
BAM:
$5.08B
JMHLY:
$19.29B
BAM:
$3.26B
JMHLY:
$6.54B
BAM:
$2.35B
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Return for Risk
JMHLY vs. BAM — Risk / Return Rank
JMHLY
BAM
JMHLY vs. BAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Jardine Matheson Holdings Ltd PK (JMHLY) 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.
| JMHLY | BAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.12 | ||
| Sortino ratioReturn per unit of downside risk | +2.86 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 0.92 | +0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | -0.56 | +3.06 |
| Martin ratioReturn relative to average drawdown | 8.22 | -1.03 | +9.25 |
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
| JMHLY | BAM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | -0.57 | +2.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.21 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.48 | -0.21 |
Drawdowns
JMHLY vs. BAM - Drawdown Comparison
The maximum JMHLY drawdown since its inception was -57.39%, which is greater than BAM's maximum drawdown of -30.37%. Use the drawdown chart below to compare losses from any high point for JMHLY and BAM.
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Drawdown Indicators
| JMHLY | BAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.39% | -30.37% | -27.02% |
Max Drawdown (1Y)Largest decline over 1 year | -20.26% | -30.37% | +10.11% |
Max Drawdown (3Y)Largest decline over 3 years | -30.35% | -30.37% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -39.41% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.95% | — | — |
Current DrawdownCurrent decline from peak | -19.61% | -25.74% | +6.13% |
Average DrawdownAverage peak-to-trough decline | -14.99% | -8.76% | -6.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.16% | 16.37% | -10.21% |
Volatility
JMHLY vs. BAM - Volatility Comparison
Jardine Matheson Holdings Ltd PK (JMHLY) has a higher volatility of 10.70% compared to Brookfield Asset Management Inc. (BAM) at 9.81%. This indicates that JMHLY'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.
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Volatility by Period
| JMHLY | BAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.70% | 9.81% | +0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 24.50% | 22.33% | +2.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.71% | 29.64% | +3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.77% | 30.22% | -4.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.85% | 30.22% | -4.37% |
Dividends
JMHLY vs. BAM - Dividend Comparison
JMHLY's dividend yield for the trailing twelve months is around 3.64%, less than BAM's 4.15% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Inc. | 4.15% | 3.34% | 2.80% | 3.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JMHLY Jardine Matheson Holdings Ltd PK | 3.64% | 3.29% | 5.49% | 5.34% | 4.16% | 2.93% | 2.97% | 2.93% | 2.20% | 3.03% | 2.44% | 2.81% |
Financials
JMHLY vs. BAM - Financials Comparison
This section allows you to compare key financial metrics between Jardine Matheson Holdings Ltd PK 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.
Total Revenue: Total amount of money received from sales and other business activities
JMHLY vs. BAM - Profitability Comparison
JMHLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jardine Matheson Holdings Ltd PK reported a gross profit of 4.68B and revenue of 17.15B. Therefore, the gross margin over that period was 27.3%.
BAM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported a gross profit of 0.00 and revenue of 1.34B. Therefore, the gross margin over that period was 0.0%.
JMHLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jardine Matheson Holdings Ltd PK reported an operating income of 1.44B and revenue of 17.15B, resulting in an operating margin of 8.4%.
BAM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported an operating income of 0.00 and revenue of 1.34B, resulting in an operating margin of 0.0%.
JMHLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jardine Matheson Holdings Ltd PK reported a net income of 581.38M and revenue of 17.15B, resulting in a net margin of 3.4%.
BAM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Brookfield Asset Management Inc. reported a net income of 617.00M and revenue of 1.34B, resulting in a net margin of 46.1%.
Frequently Asked Questions
JMHLY and BAM have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JMHLY has higher volatility (10.70%) compared to BAM (9.81%). In terms of maximum drawdown, JMHLY dropped -57.39% vs BAM's -30.37%.
JMHLY currently has the higher Sharpe Ratio (1.55 vs -0.57), 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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