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