* 2009 - 2023 annual performance and CAGR.
* 2009 - 2022 taken from Brookfield annual reports. I am assuming it's total return.
* 2023 is as of Q3 quarter end and is price return with dividends not included.
* please correct me if you notice any discrepancies.

Brookfield long term record is excellent! 17.92 versus 15.22 for the index over 15 years. The last couple of years it has lost its shine compared to the index. Other than the Magnificent Seven (M7), who hasn't!. S&P 493 is flat for this year. S&P 500 equal weight and S&P400 are also basically flat. 'Humiliated' assets typically outperform in the ensuing years. Dollar cost averaging into a basket of mid cap stocks should bode well as a long term strategy starting from today. The M7 tech stocks are riding high at a 30 P/E, but for the rest of the market the P/E is only around 16.

         BN     SP500

CAGR     17.92  15.22  

2023    -0.6    11.68
2022    -12    -7 
2021     48     29
2020     9      18
2019     53     31
2018    -11     5
2017     34     22
2016     26     26
2015    -4     -1
2014     31     14
2013     11     32
2012     35     16
2011    -16     0 
2010     53     15
2009     51     26

Brookfield Corporation FAQ

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