BAM vs SPG
Comparison between Brookfield Asset Management Ltd - Class A (BAM, Company) and Simon Property Group Inc (SPG, Company).
BAM is from the Financial Services sector, while SPG is from the Real Estate sector.
BAM vs SPG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BAM vs SPG - Historical Returns
Returns include dividend reinvestment.
BAM vs SPG - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | BAM | SPG |
|---|---|---|
| 2026 | -7.51% | +27.45% |
| 2025 | -0.56% | +12.10% |
| 2024 | +44.51% | +26.58% |
| 2023 | +46.61% | +29.22% |
| 2022 | -10.41% | -22.17% |
| 2021 | N/A | +101.61% |
| 2020 | N/A | -36.97% |
| 2019 | N/A | -5.06% |
| 2018 | N/A | +2.14% |
| 2017 | N/A | -1.77% |
| 2016 | N/A | -4.49% |
| 2015 | N/A | +8.31% |
| 2014 | N/A | +33.16% |
| 2013 | N/A | -1.99% |
| 2012 | N/A | +25.59% |
| 2011 | N/A | +31.66% |
| 2010 | N/A | +29.85% |
| 2009 | N/A | +63.03% |
| 2008 | N/A | -34.45% |
| 2007 | N/A | -11.70% |
| 2006 | N/A | +33.83% |
| 2005 | N/A | +24.69% |
| 2004 | N/A | +47.10% |
| 2003 | N/A | +42.19% |
| 2002 | N/A | +23.82% |
| 2001 | N/A | +30.04% |
| 2000 | N/A | +15.11% |
| 1999 | N/A | +3.36% |
BAM vs SPG 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 SPG was -77.02%, occurring on Apr 2, 2020. Recovery took 1916 trading sessions.
The current BAM drawdown is -20.54%. The current SPG drawdown is -3.10%.
| Rank | BAM | SPG |
|---|---|---|
| #1 | -30.36% Jul 24, 2025 - Mar 24, 2026 | -77.02% Aug 1, 2016 - Mar 13, 2024 |
| #2 | -29.54% Jan 29, 2025 - Jul 17, 2025 | -76.32% Feb 7, 2007 - Nov 5, 2010 |
| #3 | -20.47% Sep 15, 2023 - Dec 1, 2023 | -24.30% Mar 3, 2025 - Sep 11, 2025 |
| #4 | -17.87% Dec 2, 2022 - Feb 2, 2023 | -22.35% Apr 1, 2004 - Oct 18, 2004 |
| #5 | -13.12% Feb 15, 2023 - Aug 11, 2023 | -20.32% May 21, 2013 - May 1, 2014 |
| #6 | -12.04% Dec 11, 2024 - Jan 24, 2025 | -18.51% Jul 26, 2011 - Oct 24, 2011 |
| #7 | -11.72% Mar 21, 2024 - Jul 22, 2024 | -17.54% Aug 21, 2001 - Feb 6, 2002 |
| #8 | -11.57% Jul 31, 2024 - Sep 11, 2024 | -17.35% Aug 1, 2000 - Jan 22, 2001 |
| #9 | -8.01% Aug 14, 2023 - Sep 11, 2023 | -16.56% Aug 3, 2005 - Dec 14, 2005 |
| #10 | -6.41% Dec 27, 2023 - Jan 26, 2024 | -16.31% Jun 28, 2002 - Sep 26, 2002 |
| #11 | -4.84% Nov 11, 2024 - Nov 26, 2024 | -16.26% May 5, 2000 - Jul 27, 2000 |
| #12 | -4.61% Mar 7, 2024 - Mar 21, 2024 | -15.35% Jan 26, 2015 - Oct 19, 2015 |
| #13 | -4.58% Jan 29, 2024 - Feb 15, 2024 | -13.83% Sep 26, 2002 - Mar 17, 2003 |
| #14 | -2.84% Jul 22, 2024 - Jul 30, 2024 | -13.65% Dec 3, 1999 - Jan 10, 2000 |
| #15 | -2.50% Dec 1, 2023 - Dec 12, 2023 | -12.49% Oct 27, 2015 - Mar 17, 2016 |
Correlation
Correlation between BAM and SPG is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
BAM vs SPG dividend yield comparison.
| Year | BAM | SPG |
|---|---|---|
| 2026 | 2.08% | 1.94% |
| 2025 | 3.34% | 4.62% |
| 2024 | 2.80% | 4.70% |
| 2023 | 3.19% | 5.22% |
| 2022 | 0.00% | 5.87% |
| 2021 | 0.00% | 3.66% |
| 2020 | 0.00% | 7.04% |
| 2019 | 0.00% | 5.57% |
| 2018 | 0.00% | 4.70% |
| 2017 | 0.00% | 4.16% |
| 2016 | 0.00% | 3.66% |
| 2015 | 0.00% | 3.11% |
| 2014 | 0.00% | 9.97% |
| 2013 | 0.00% | 3.06% |
| 2012 | 0.00% | 2.59% |
| 2011 | 0.00% | 2.71% |
| 2010 | 0.00% | 2.61% |
| 2009 | 0.00% | 3.38% |
| 2008 | 0.00% | 8.75% |
| 2007 | 0.00% | 3.87% |
| 2006 | 0.00% | 3.00% |
| 2005 | 0.00% | 3.65% |
| 2004 | 0.00% | 4.02% |
| 2003 | 0.00% | 5.18% |
| 2002 | 0.00% | 6.38% |
| 2001 | 0.00% | 7.09% |
| 2000 | 0.00% | 8.42% |
| 1999 | 0.00% | 2.20% |
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