BAM vs ELV
Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Elevance Health Inc (ELV, Company).
BAM is from the Financial Services sector, while ELV is from the Healthcare sector.
BAM vs ELV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BAM vs ELV - Historical Returns
Returns include dividend reinvestment.
BAM vs ELV - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | BAM | ELV |
|---|---|---|
| 2026 | +1.60% | +11.63% |
| 2025 | -0.56% | -2.31% |
| 2024 | +44.51% | -21.92% |
| 2023 | +46.61% | -4.90% |
| 2022 | -10.41% | +11.51% |
| 2021 | N/A | +47.28% |
| 2020 | N/A | +8.14% |
| 2019 | N/A | +19.80% |
| 2018 | N/A | +17.59% |
| 2017 | N/A | +59.32% |
| 2016 | N/A | +5.29% |
| 2015 | N/A | +13.06% |
| 2014 | N/A | +40.89% |
| 2013 | N/A | +54.62% |
| 2012 | N/A | -8.20% |
| 2011 | N/A | +15.99% |
| 2010 | N/A | -4.84% |
| 2009 | N/A | +32.93% |
| 2008 | N/A | -51.57% |
| 2007 | N/A | +12.20% |
| 2006 | N/A | -0.84% |
| 2005 | N/A | +41.85% |
| 2004 | N/A | +50.76% |
| 2003 | N/A | +18.39% |
| 2002 | N/A | +28.89% |
| 2001 | N/A | +21.03% |
BAM vs ELV Drawdown Comparison
The maximum drawdown for BAM was -30.36%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for ELV was -67.19%, occurring on Nov 20, 2008. Recovery took 1400 trading sessions.
The current BAM drawdown is -12.71%. The current ELV drawdown is -27.78%.
| Rank | BAM | ELV |
|---|---|---|
| #1 | -30.36% Jul 24, 2025 - Mar 24, 2026 | -67.19% Dec 24, 2007 - Jul 18, 2013 |
| #2 | -29.54% Jan 29, 2025 - Jul 17, 2025 | -50.38% Sep 3, 2024 - Aug 1, 2025 |
| #3 | -20.47% Sep 15, 2023 - Dec 1, 2023 | -44.14% Feb 26, 2019 - Oct 23, 2020 |
| #4 | -17.87% Dec 2, 2022 - Feb 2, 2023 | -30.85% Jun 22, 2015 - Mar 1, 2017 |
| #5 | -13.12% Feb 15, 2023 - Aug 11, 2023 | -27.33% Jun 12, 2002 - May 20, 2003 |
| #6 | -12.04% Dec 11, 2024 - Jan 24, 2025 | -23.59% Oct 31, 2022 - Apr 25, 2024 |
| #7 | -11.72% Mar 21, 2024 - Jul 22, 2024 | -23.04% Apr 12, 2004 - Nov 15, 2004 |
| #8 | -11.57% Jul 31, 2024 - Sep 11, 2024 | -20.50% Jun 18, 2003 - Feb 2, 2004 |
| #9 | -8.01% Aug 14, 2023 - Sep 11, 2023 | -16.21% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -6.41% Dec 27, 2023 - Jan 26, 2024 | -15.93% Dec 3, 2018 - Jan 30, 2019 |
| #11 | -4.84% Nov 11, 2024 - Nov 26, 2024 | -15.92% Apr 20, 2022 - Oct 26, 2022 |
| #12 | -4.61% Mar 7, 2024 - Mar 21, 2024 | -15.63% Dec 29, 2005 - Feb 6, 2007 |
| #13 | -4.58% Jan 29, 2024 - Feb 15, 2024 | -15.08% Jan 11, 2021 - Mar 8, 2021 |
| #14 | -2.84% Jul 22, 2024 - Jul 30, 2024 | -12.48% May 18, 2007 - Dec 6, 2007 |
| #15 | -2.50% Dec 1, 2023 - Dec 12, 2023 | -12.22% Oct 23, 2020 - Nov 4, 2020 |
Correlation
Correlation between BAM and ELV is -0.67 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2011 - 2026)
BAM vs ELV dividend yield comparison.
| Year | BAM | ELV |
|---|---|---|
| 2026 | 1.89% | 0.88% |
| 2025 | 3.34% | 1.95% |
| 2024 | 2.80% | 1.77% |
| 2023 | 3.19% | 1.26% |
| 2022 | 0.00% | 1.00% |
| 2021 | 0.00% | 0.98% |
| 2020 | 0.00% | 1.18% |
| 2019 | 0.00% | 1.06% |
| 2018 | 0.00% | 1.14% |
| 2017 | 0.00% | 1.20% |
| 2016 | 0.00% | 1.81% |
| 2015 | 0.00% | 1.79% |
| 2014 | 0.00% | 1.39% |
| 2013 | 0.00% | 1.62% |
| 2012 | 0.00% | 1.89% |
| 2011 | 0.00% | 1.51% |
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