JMHLY vs. BAM
JMHLY (Jardine Matheson Holdings Ltd PK) and BAM (Brookfield Asset Management Ltd.) are both stocks. JMHLY operates in Conglomerates (Industrials), while BAM operates in Asset Management (Financial Services). Over the past 3 years, JMHLY returned 16.66%/yr vs 17.29%/yr for BAM. Their 0.15 correlation means their historical movements had little consistent relationship.
Performance
JMHLY vs. BAM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, JMHLY achieves a -0.40% return, which is significantly higher than BAM's -5.69% return.
JMHLY
- 1D
- -2.08%
- 1M
- 8.13%
- 6M
- -6.68%
- YTD
- -0.40%
- 1Y
- 24.43%
- 3Y*
- 16.66%
- 5Y*
- 6.88%
- 10Y*
- 5.16%
- ALL TIME*
- 8.50%
BAM
- 1D
- 0.92%
- 1M
- 5.52%
- 6M
- -0.60%
- YTD
- -5.69%
- 1Y
- -16.08%
- 3Y*
- 17.29%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 15.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $100.72M | $102.40M | $133.90M | |
| $828.40K | $891.27K | $1.02M |
JMHLY vs. BAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
JMHLY Jardine Matheson Holdings Ltd PK | -0.40% | 75.14% | 5.58% | -14.91% | 3.64% |
BAM Brookfield Asset Management Ltd. | -5.69% | -0.24% | 39.70% | 45.61% | -10.80% |
Correlation
The correlation between JMHLY and BAM is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Dec 12, 2022 | 0.15 |
Fundamentals
JMHLY:
$19.54B
BAM:
$77.28B
JMHLY:
$2.17
BAM:
$1.55
JMHLY:
30.62
BAM:
31.20
JMHLY:
5.10
BAM:
0.05
JMHLY:
0.28
BAM:
15.48
JMHLY:
0.68
BAM:
6.98
JMHLY:
$69.97B
BAM:
$5.08B
JMHLY:
$19.29B
BAM:
$3.26B
JMHLY:
$6.54B
BAM:
$2.35B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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.
| JMHLY | BAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.38 | ||
| Sortino ratioReturn per unit of downside risk | +2.01 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 0.92 | +0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | -0.62 | +1.67 |
| Martin ratioReturn relative to average drawdown | 2.38 | -1.01 | +3.39 |
Loading charts...
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.
Loading charts...
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 | -24.21% | -30.08% | +5.87% |
Max Drawdown (3Y)Largest decline over 3 years | -25.41% | -30.37% | +4.96% |
Max Drawdown (5Y)Largest decline over 5 years | -36.05% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -43.95% | — | — |
Current DrawdownCurrent decline from peak | -17.28% | -20.57% | +3.29% |
Average DrawdownAverage peak-to-trough decline | -15.04% | -9.37% | -5.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.62% | 18.48% | -7.86% |
Volatility
JMHLY vs. BAM - Volatility Comparison
Jardine Matheson Holdings Ltd PK (JMHLY) has a higher volatility of 8.48% compared to Brookfield Asset Management Ltd. (BAM) at 7.91%. 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.
Loading charts...
Volatility by Period
| JMHLY | BAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.48% | 7.91% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 24.77% | 22.92% | +1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.59% | 29.84% | +3.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.13% | 30.08% | -3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.98% | 30.08% | -4.10% |
Dividends
JMHLY vs. BAM - Dividend Comparison
JMHLY's dividend yield for the trailing twelve months is around 3.53%, less than BAM's 3.88% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAM Brookfield Asset Management Ltd. | 3.88% | 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 | 3.53% | 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 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
JMHLY vs. BAM - Profitability Comparison
JMHLY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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 Aug 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%.
JMHLY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 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 Aug 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%.
JMHLY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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 Aug 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
JMHLY and BAM have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JMHLY has higher volatility (8.48%) compared to BAM (7.91%). In terms of maximum drawdown, JMHLY dropped -57.39% vs BAM's -30.37%.
JMHLY currently has the higher Sharpe Ratio (0.76 vs -0.63), 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.
Find the right allocation for JMHLY and BAM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer