If You’d Invested $1,000 in Brookfield Corporation (BN) 5 Years Ago, Here’s How Much You’d Have Today - The Results Will Shock You!
That $1,000 investment in Brookfield Corporation (BN) five years back? Let's just say it didn't exactly sleep at the wheel.
Crunching the Numbers
While traditional finance types were busy rebalancing their spreadsheets, BN was quietly stacking gains. The exact figures speak for themselves—no creative accounting needed.
Market Outperformance
Breezed past sector averages and left conventional assets eating dust. Real assets, real returns—who would've thought?
The Power of Compounding
Turns out patience pays better than chasing hot tips from finance bros. Who knew?
Future Outlook
Still riding the infrastructure wave while bankers debate whether inflation is 'transitory'. Spoiler: it never is.
So next time someone tells you to diversify into bonds, maybe just... don't. Because nothing beats the thrill of watching traditional portfolio managers try to explain why they underperformed a simple buy-and-hold strategy.
Image source: Getty Images.
A really fast grower
Brookfield Corporation has delivered a robust 19.2% average annual total return over the past five years, outpacing the S&P 500's strong 13.8% annualized return. At that rate, a $1,000 investment in Brookfield made five years ago WOULD be worth over $2,400 today. That compares to roughly $1,900 for the same investment in an S&P 500 index fund.
Driving Brookfield's robust return has been its impressive 18% annualized earnings growth rate. One major growth driver has been the rapid buildout of its wealth solutions business. Four years ago, this platform had about $2 billion in insurance assets under management (AUM); today, this figure exceeds $110 billion. This sharp increase in AUM largely reflects its strong organic growth and the acquisitions of several insurance companies, including AEL for $4.3 billion in 2023 and American National for $5.1 billion in 2022. As a result, this business now generates over $2 billion in annual earnings.
Brookfield has also significantly expanded its alternative investment management platform (), a portion of which it spun off to shareholders in 2022. The business now has over $1 trillion in AUM. Brookfield has expanded this platform by forming strategic partnerships and launching new flagship investment funds, capitalizing on investment megatrends such as infrastructure, renewable energy, and private credit.
While the last five years have been a great period for Brookfield Corporation, the company expects that the next five years will be even better. With the ongoing rapid expansion of its wealth solutions and asset management platforms, along with other anticipated catalysts, Brookfield is in a strong position to potentially deliver even higher total returns for investors moving forward.