skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. BAM: A Market Call guest stated Brookfield's annualized return was 18% over 30 years leading me to wonder if there was a way to calculate such a number by including the number of spinoffs which have bee... [Brookfield Asset Management Ltd. Class A Limited Voting Shares]
You can view 2 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: A Market Call guest stated Brookfield's annualized return was 18% over 30 years leading me to wonder if there was a way to calculate such a number by including the number of spinoffs which have been many. Can you confirm or deny the 18% claim?
Asked by Jeff on June 04, 2025
5i Research Answer:

Because of splits/dividends and restructurings, it is difficult to confirm this with any degree of confidence. However, most sites do show a high rate of total compounded return. We have seen even higher than 18% over 20 years. Certainly if one goes back to its origins as Hees/Edper/Pagurian then returns to investors have been exceptional. 

Let us help YOU reach your financial goals today!

Start your FREE trial today and enjoy all the benefits of a 5i Membership including:

  • Access to a team of experts ready to answer your investments question 
  • Instant access to over 100,000 archived questions
  • A community of like-minded investors
  • Peace of mind knowing that 5i Research has only YOUR best interests in mind