CG vs BIP
Comparison between Carlyle Group Inc (The) (CG, Company) and Brookfield Infrastructure Partners L.P (BIP, Company).
CG is from the Financial Services sector, while BIP is from the Utilities sector.
5-Year PerformanceBIP has outperformed CG, delivering a return of +6.3% compared to +3.7%
CG vs BIP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CG vs BIP - Historical Returns
Returns include dividend reinvestment.
CG vs BIP - Annual Returns (2008 - 2026)
Returns include dividend reinvestment.
| Year | CG | BIP |
|---|---|---|
| 2026 | -18.56% | +18.52% |
| 2025 | +19.64% | +14.84% |
| 2024 | +30.29% | +7.69% |
| 2023 | +41.85% | +5.55% |
| 2022 | -43.00% | -21.10% |
| 2021 | +80.37% | +27.52% |
| 2020 | +1.79% | +15.36% |
| 2019 | +113.14% | +49.52% |
| 2018 | -28.47% | -18.87% |
| 2017 | +56.12% | +39.81% |
| 2016 | +9.06% | +42.16% |
| 2015 | -36.43% | -6.16% |
| 2014 | -17.04% | +13.17% |
| 2013 | +41.92% | +14.55% |
| 2012 | +19.31% | +31.91% |
| 2011 | N/A | +38.55% |
| 2010 | N/A | +34.03% |
| 2009 | N/A | +39.88% |
| 2008 | N/A | -37.64% |
CG vs BIP Drawdown Comparison
The maximum drawdown for CG was -62.67%, occurring on Feb 9, 2016. Recovery took 1379 trading sessions.
The maximum drawdown for BIP was -56.05%, occurring on Mar 4, 2009. Recovery took 541 trading sessions.
The current CG drawdown is -28.05%. The current BIP drawdown is -8.63%.
| Rank | CG | BIP |
|---|---|---|
| #1 | -62.67% Jan 14, 2014 - Jul 9, 2019 | -56.05% Jan 28, 2008 - Mar 22, 2010 |
| #2 | -56.71% Nov 12, 2021 - Nov 6, 2024 | -51.31% Feb 20, 2020 - Nov 9, 2020 |
| #3 | -50.04% Jan 23, 2020 - Jan 12, 2021 | -49.84% Apr 20, 2022 - Feb 6, 2026 |
| #4 | -40.36% Sep 18, 2025 - Jun 29, 2026 | -28.40% Apr 6, 2015 - Jun 6, 2016 |
| #5 | -38.51% Jan 23, 2025 - Jul 9, 2025 | -25.40% Dec 27, 2017 - Jun 7, 2019 |
| #6 | -33.05% Feb 19, 2013 - Dec 24, 2013 | -17.02% Mar 22, 2010 - Sep 9, 2010 |
| #7 | -13.97% Jul 26, 2019 - Sep 6, 2019 | -16.61% Sep 20, 2011 - Dec 27, 2011 |
| #8 | -10.65% Dec 11, 2024 - Jan 17, 2025 | -14.38% Mar 4, 2013 - Oct 28, 2013 |
| #9 | -9.48% Jul 7, 2021 - Jul 29, 2021 | -12.60% Aug 29, 2014 - Dec 2, 2014 |
| #10 | -9.11% Sep 25, 2019 - Oct 17, 2019 | -12.48% Nov 18, 2013 - May 7, 2014 |
| #11 | -8.85% Sep 17, 2021 - Oct 14, 2021 | -12.25% Mar 2, 2026 - May 21, 2026 |
| #12 | -8.76% Jan 20, 2021 - Feb 4, 2021 | -10.86% Nov 8, 2010 - Feb 14, 2011 |
| #13 | -8.75% Sep 17, 2012 - Jan 16, 2013 | -10.64% Aug 3, 2011 - Aug 15, 2011 |
| #14 | -8.66% May 3, 2012 - Jun 28, 2012 | -10.05% Sep 30, 2016 - Jan 5, 2017 |
| #15 | -7.84% Jul 30, 2021 - Sep 15, 2021 | -9.25% Aug 22, 2012 - Jan 3, 2013 |
Correlation
Correlation between CG and BIP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2008 - 2026)
CG vs BIP dividend yield comparison.
| Year | CG | BIP |
|---|---|---|
| 2026 | 1.43% | 4.30% |
| 2025 | 2.37% | 4.95% |
| 2024 | 2.77% | 5.10% |
| 2023 | 3.38% | 4.86% |
| 2022 | 4.11% | 4.65% |
| 2021 | 1.82% | 3.35% |
| 2020 | 3.18% | 3.92% |
| 2019 | 4.24% | 4.02% |
| 2018 | 7.87% | 5.45% |
| 2017 | 5.41% | 3.88% |
| 2016 | 11.02% | 4.62% |
| 2015 | 21.70% | 5.59% |
| 2014 | 6.84% | 4.59% |
| 2013 | 3.73% | 4.38% |
| 2012 | 1.04% | 4.26% |
| 2011 | 0.00% | 4.77% |
| 2010 | 0.00% | 5.22% |
| 2009 | 0.00% | 6.32% |
| 2008 | 0.00% | 7.89% |
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