Financial Stocks: Compare Returns of S&P 500 to Brookfield Asset Management Ltd. (BAM)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and BAM | ||
|---|---|---|
| S&P 500 | BAM | |
| Start Date | Jan-01-2023 | Jan-31-2023 |
| Start Price | $2,727.44 | $30.36 |
| End Date | Dec-01-2024 | Dec-05-2024 |
| End Price | $6,047.16 | $57.79 |
| Number Monthly Prices | 24 | 24 |
| Min Date | Mar-01-2023 | Oct-31-2023 |
| Min Price | $4,099.01 | $27.44 |
| Max Date | Dec-01-2024 | Dec-05-2024 |
| Max Price | $6,047.16 | $57.79 |
| Total Return | 46.52% | 90.38% |
| Annualized Return | 21.04% | 37.98% |
| Current Value of $1,000 Purchase | $1,465 | $1,904 |
| Number Returns | 276 | 276 |
| Average Return | 15.37% | 26.92% |
| Minimum Return | -5.90% | -17.02% |
| Maximum Return | 47.53% | 110.60% |
| Number Profitable Returns | 262 | 242 |
| Percent Profitable Returns | 94.93% | 87.68% |
| Number Unprofitable Returns | 14 | 34 |
| Percent Unprofitable Returns | 5.07% | 12.32% |
| Profitable to Unprofitable Returns Ratio | 18.71 | 7.12 |
BAM Performance Table and Chart
BAM Dividend Chart
BAM Dollar-cost Average
BAM Trendline Chart
BAM Moving Average Chart
BAM Stock Return Map - See Patterns of Gains and Losses
BAM Stock Returns/Purchase Dates