Brookfield Investment Funds
Statistics as of May 01, 2025
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Found total of 4 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
| Name | Expense Ratio | TTM Yield | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return ▲ | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.95% | TTM Yield 2.6% | 3yr Sharpe -0.36 | YTD Return 3.5% | 3yr Return -6.3% | 1yr Return 13.4% | Total Assets $111M | 6M Money Flow -$41M | |
Expense Ratio 1.20% Expense Ratio 1.95% | ||||||||
Expense Ratio 1.00% | TTM Yield 1.5% | 3yr Sharpe -0.14 | YTD Return 12.7% | 3yr Return 4.9% | 1yr Return 17.1% | Total Assets $61M | 6M Money Flow -$219K | |
Expense Ratio 1.00% | TTM Yield 1.9% | 3yr Sharpe -0.02 | YTD Return 6.1% | 3yr Return 12.6% | 1yr Return 18.8% | Total Assets $196M | 6M Money Flow -$175M | |
Expense Ratio 1.25% Expense Ratio 2.00% | ||||||||
Expense Ratio 1.21% | TTM Yield 5.5% | 3yr Sharpe 0.75 | YTD Return -2.1% | 3yr Return 63.9% | 1yr Return 26.6% | Total Assets $1B | 6M Money Flow -$61M | |
Expense Ratio 1.46% Expense Ratio 2.21% | ||||||||