BAM vs PSX
Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Phillips 66 (PSX, Company).
BAM is from the Financial Services sector, while PSX is from the Energy sector.
BAM vs PSX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BAM vs PSX - Historical Returns
Returns include dividend reinvestment.
BAM vs PSX - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BAM | PSX |
|---|---|---|
| 2026 | -0.08% | +89.84% |
| 2025 | -0.56% | +17.07% |
| 2024 | +44.51% | -12.36% |
| 2023 | +46.61% | +37.15% |
| 2022 | -10.41% | +43.13% |
| 2021 | N/A | +8.59% |
| 2020 | N/A | -34.39% |
| 2019 | N/A | +31.00% |
| 2018 | N/A | -12.81% |
| 2017 | N/A | +20.43% |
| 2016 | N/A | +11.32% |
| 2015 | N/A | +16.17% |
| 2014 | N/A | -3.92% |
| 2013 | N/A | +42.54% |
| 2012 | N/A | +57.93% |
BAM vs PSX 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 PSX was -64.21%, occurring on Mar 23, 2020. Recovery took 647 trading sessions.
The current BAM drawdown is -14.16%. The current PSX drawdown is -0.25%.
| Rank | BAM | PSX |
|---|---|---|
| #1 | -30.36% Jul 24, 2025 - Mar 24, 2026 | -64.21% Nov 8, 2019 - Jun 6, 2022 |
| #2 | -29.54% Jan 29, 2025 - Jul 17, 2025 | -44.36% Apr 3, 2024 - Mar 4, 2026 |
| #3 | -20.47% Sep 15, 2023 - Dec 1, 2023 | -35.39% Jul 31, 2018 - Oct 29, 2019 |
| #4 | -17.87% Dec 2, 2022 - Feb 2, 2023 | -32.01% Sep 5, 2014 - Oct 29, 2015 |
| #5 | -13.12% Feb 15, 2023 - Aug 11, 2023 | -32.01% Jun 8, 2022 - Nov 11, 2022 |
| #6 | -12.04% Dec 11, 2024 - Jan 24, 2025 | -21.12% Nov 24, 2015 - Sep 18, 2017 |
| #7 | -11.72% Mar 21, 2024 - Jul 22, 2024 | -20.68% Apr 13, 2012 - Jul 18, 2012 |
| #8 | -11.57% Jul 31, 2024 - Sep 11, 2024 | -20.10% Mar 28, 2013 - Nov 27, 2013 |
| #9 | -8.01% Aug 14, 2023 - Sep 11, 2023 | -17.37% Nov 22, 2022 - Jul 28, 2023 |
| #10 | -6.41% Dec 27, 2023 - Jan 26, 2024 | -17.28% Mar 27, 2026 - Jul 8, 2026 |
| #11 | -4.84% Nov 11, 2024 - Nov 26, 2024 | -15.56% Jan 23, 2018 - Apr 16, 2018 |
| #12 | -4.61% Mar 7, 2024 - Mar 21, 2024 | -12.14% Sep 12, 2023 - Nov 30, 2023 |
| #13 | -4.58% Jan 29, 2024 - Feb 15, 2024 | -9.55% Jan 9, 2014 - Mar 6, 2014 |
| #14 | -2.84% Jul 22, 2024 - Jul 30, 2024 | -9.39% Nov 6, 2012 - Nov 27, 2012 |
| #15 | -2.50% Dec 1, 2023 - Dec 12, 2023 | -9.30% May 21, 2018 - Jul 30, 2018 |
Correlation
Correlation between BAM and PSX is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2012 - 2026)
BAM vs PSX dividend yield comparison.
| Year | BAM | PSX |
|---|---|---|
| 2026 | 1.92% | 1.57% |
| 2025 | 3.34% | 3.68% |
| 2024 | 2.80% | 3.95% |
| 2023 | 3.19% | 3.15% |
| 2022 | 0.00% | 3.68% |
| 2021 | 0.00% | 5.00% |
| 2020 | 0.00% | 5.15% |
| 2019 | 0.00% | 3.14% |
| 2018 | 0.00% | 3.60% |
| 2017 | 0.00% | 2.70% |
| 2016 | 0.00% | 2.84% |
| 2015 | 0.00% | 2.67% |
| 2014 | 0.00% | 2.64% |
| 2013 | 0.00% | 1.72% |
| 2012 | 0.00% | 0.85% |
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