Brookfield Corporation (BN) Total Return:15.18%(TTM)
Over the latest trailing 12-month period, Brookfield Corporation (BN)'s total return cagr is +15.18%. The comparable SPY value is +24.27%. Year-to-date total return is -1.31%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in BN
$1,295,562
(129.6x return)
Invested on Jun 13, 1996
Growth of $10,000 in SPY (S&P 500)
$185,569
(18.6x return)
Invested on Jun 13, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
-1.3%
1-Year Total Return
+15.2%
Current Dividend Yield
0.42%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +14.5% | +15.2% | +0.7% |
| 3 Years | +28.4% | +29.2% | +0.8% |
| 5 Years | +11.2% | +12.1% | +0.9% |
| 10 Years | +13.7% | +14.9% | +1.2% |
| 15 Years | +14.0% | +15.5% | +1.5% |
| 20 Years | +11.1% | +12.8% | +1.6% |
About Brookfield Corporation
Brookfield Corporation operates as a leading alternative asset and real estate investment management firm. It specializes in real estate, renewable power, infrastructure, venture capital, and private equity, providing a diverse range of public and private investment products and services to institutional and individual clients alike. The firm's investment approach centers on acquiring substantial, high-quality assets worldwide, utilizing both its proprietary capital and funds contributed by other investors. Within its private equity and venture capital divisions, Brookfield engages in a broad spectrum of activities, including growth equity, early-stage investments, control and distressed buyouts, corporate spin-offs, recapitalizations, and various forms of debt financing (convertible, senior, and mezzanine). It also focuses on operational and capital structure restructuring, strategic turnarounds, and revitalizing underperforming mid-market companies. Brookfield's private equity interests are diverse, encompassing key sectors such as Business Services (including infrastructure, healthcare, road fuel distribution and marketing, construction, and real estate), Industrials (like manufacturers of automotive batteries, graphite electrodes, and returnable plastic packaging, alongside sanitation management), and Residential/Infrastructure Services. The company primarily seeks out businesses that possess significant underlying real assets across industries such as industrial products, building materials, metals, mining, homebuilding, oil and gas, paper and packaging, manufacturing, and forest products. Beyond private investments, it actively participates in public debt and equity markets. Geographically, Brookfield operates globally, with a strong presence across North America (including Brazil, the United States, and Canada), Europe, Australia, and the Asia-Pacific region. Equity investments typically fall within the range of $2 million to $500 million. The firm generally plans for a four-year investment period and a ten-year term, with the possibility of two one-year extensions, and is open to taking both minority and majority ownership stakes. Established in 1997, Brookfield Corporation is headquartered in Toronto, Canada, and maintains a vast network of offices spanning North and South America, Europe, the Middle East, and Asia.
- Sector
- Financial Services
- Industry
- Asset Management
- CEO
- James Bruce Flatt