Brookfield Wealth Solutions Stock Performance
| BNT Stock | 61.59 1.30 2.16% |
On a scale of 0 to 100, Brookfield Wealth holds a performance score of 21. The firm shows a Beta (market volatility) of 1.5, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Brookfield Wealth will likely underperform. Please check Brookfield Wealth's semi variance, and the relationship between the treynor ratio and daily balance of power , to make a quick decision on whether Brookfield Wealth's price patterns will revert.
Risk-Adjusted Performance
21 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Brookfield Wealth Solutions are ranked lower than 21 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively fragile basic indicators, Brookfield Wealth unveiled solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.16 | Five Day Return 6.63 | Year To Date Return 59.19 | Ten Year Return (0.82) | All Time Return (0.82) |
1 | Disposition of 2000 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 17.04 subject to Rule 16b-3 | 09/17/2024 |
2 | Acquisition by Spiegel John W of 300 shares of BROOKFIELD REINSURANCE at 11.83 subject to Rule 16b-3 | 09/18/2024 |
3 | Disposition of 28500 shares by Johnson F Ross of BROOKFIELD REINSURANCE at 14.8165 subject to Rule 16b-3 | 09/19/2024 |
4 | Disposition of 1500 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 17.18 subject to Rule 16b-3 | 09/27/2024 |
5 | Disposition of 2000 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 15.65 subject to Rule 16b-3 | 10/02/2024 |
6 | Disposition of 5000 shares by Spiegel John W of BROOKFIELD REINSURANCE at 11.4783 subject to Rule 16b-3 | 10/04/2024 |
7 | Disposition of 8000 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 15.4 subject to Rule 16b-3 | 10/08/2024 |
8 | Acquisition by Spiegel John W of 20000 shares of BROOKFIELD REINSURANCE at 12.5 subject to Rule 16b-3 | 10/14/2024 |
9 | Disposition of 3000 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 17.16 subject to Rule 16b-3 | 10/15/2024 |
10 | Disposition of 8000 shares by Johnson F Ross of BROOKFIELD REINSURANCE subject to Rule 16b-3 | 10/25/2024 |
11 | Disposition of 334 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 4.73 subject to Rule 16b-3 | 10/28/2024 |
12 | Disposition of 25555 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 20.5 subject to Rule 16b-3 | 10/29/2024 |
13 | Disposition of 300 shares by Price Michael Dennis of BROOKFIELD REINSURANCE at 15.66 subject to Rule 16b-3 | 11/04/2024 |
14 | Brookfield Reinsurance Sets New 12-Month High Heres Why | 11/27/2024 |
Brookfield |
Brookfield Wealth Relative Risk vs. Return Landscape
If you would invest 4,784 in Brookfield Wealth Solutions on August 31, 2024 and sell it today you would earn a total of 1,375 from holding Brookfield Wealth Solutions or generate 28.74% return on investment over 90 days. Brookfield Wealth Solutions is generating 0.4128% of daily returns assuming volatility of 1.496% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Brookfield, and above 92% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Brookfield Wealth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Brookfield Wealth's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Brookfield Wealth Solutions, and traders can use it to determine the average amount a Brookfield Wealth'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 = 0.2759
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.5 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.41 actual daily | 8 92% of assets have higher returns |
Risk-Adjusted Return
| 0.28 actual daily | 21 79% of assets perform better |
Based on monthly moving average Brookfield Wealth is performing at about 21% 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 Wealth by adding it to a well-diversified portfolio.
About Brookfield Wealth Performance
Assessing Brookfield Wealth's fundamental ratios provides investors with valuable insights into Brookfield Wealth's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Brookfield Wealth is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Brookfield Wealth is entity of United States. It is traded as Stock on NYSE exchange.Things to note about Brookfield Wealth performance evaluation
Checking the ongoing alerts about Brookfield Wealth for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Brookfield Wealth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Brookfield Wealth Solutions was previously known as Brookfield Reinsurance and was traded on New York Stock Exchange under the symbol BNRE. | |
| Latest headline from thelincolnianonline.com: Brookfield Reinsurance Sets New 12-Month High Heres Why |
- Analyzing Brookfield Wealth'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 Wealth's stock is overvalued or undervalued compared to its peers.
- Examining Brookfield Wealth'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 Wealth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Brookfield Wealth's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Brookfield Wealth's stock. These opinions can provide insight into Brookfield Wealth's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Brookfield Stock Analysis
When running Brookfield Wealth's price analysis, check to measure Brookfield Wealth'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 Wealth is operating at the current time. Most of Brookfield Wealth's value examination focuses on studying past and present price action to predict the probability of Brookfield Wealth'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 Wealth's price. Additionally, you may evaluate how the addition of Brookfield Wealth to your portfolios can decrease your overall portfolio volatility.