Brookfield Preferred Stock Performance
| BN-PFI Preferred Stock | 23.90 0.04 0.17% |
Brookfield has a performance score of 8 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.0018, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Brookfield's returns are expected to increase less than the market. However, during the bear market, the loss of holding Brookfield is expected to be smaller as well. Brookfield right now shows a risk of 0.68%. Please confirm Brookfield total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to decide if Brookfield will be following its price patterns.
Risk-Adjusted Performance
8 of 100
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OK
Compared to the overall equity markets, risk-adjusted returns on investments in Brookfield are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, Brookfield is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Brookfield |
Brookfield Relative Risk vs. Return Landscape
If you would invest 2,282 in Brookfield on September 1, 2024 and sell it today you would earn a total of 108.00 from holding Brookfield or generate 4.73% return on investment over 90 days. Brookfield is generating 0.0757% of daily returns and assumes 0.6848% volatility on return distribution over the 90 days horizon. Simply put, 6% of preferred stocks are less volatile than Brookfield, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Brookfield Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Brookfield, and traders can use it to determine the average amount a Brookfield's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1106
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| Cash | BN-PFI | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.68 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Brookfield is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Brookfield by adding it to a well-diversified portfolio.
Things to note about Brookfield performance evaluation
Checking the ongoing alerts about Brookfield for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Brookfield help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Brookfield's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Brookfield's preferred stock performance include:- Analyzing Brookfield's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Brookfield's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Brookfield's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brookfield's preferred stock. These opinions can provide insight into Brookfield's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Brookfield Preferred Stock analysis
When running Brookfield's price analysis, check to measure Brookfield's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brookfield is operating at the current time. Most of Brookfield's value examination focuses on studying past and present price action to predict the probability of Brookfield's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brookfield's price. Additionally, you may evaluate how the addition of Brookfield to your portfolios can decrease your overall portfolio volatility.
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