Brookfield Business Partners L.P.

10-Year Study

BBU-UN.TO · Industrials · CA · Common Stock

Executive Summary: Brookfield Business Partners L.P. has compounded at -63.2% annually over the last 10 years, with a maximum drawdown of 100.0% and an annualized volatility of 42.8%.

1Y CAGR
+40.8%
3Y CAGR
+24.9%
5Y CAGR
+7.0%
10Y CAGR
-63.2%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
100.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.07
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.07
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
47.6%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +44.6%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -37.1%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-1.9-2.3-5.76.4————————-3.9%
2025-6.514.5-6.9-9.813.03.4-5.911.023.78.6-0.7-1.144.6%
20246.10.92.7-14.1-4.55.77.30.513.8-1.717.0-6.825.4%
202320.6-10.61.4-8.911.0-9.1-0.9-10.01.7-17.131.921.721.2%
2022-4.1-2.010.8-19.5-4.5-6.9-7.612.3-4.011.6-15.7-9.8-37.1%
2021-4.112.8-2.76.03.53.1-3.8-2.17.34.0-4.00.720.9%
20203.6-6.4-31.722.7-2.7-1.7-14.814.6-0.4-4.318.74.6-10.1%
20190.317.28.4-2.3-3.01.6-1.7-14.821.5-0.87.9-3.329.2%
201810.8-8.55.9-3.415.0-2.31.210.55.1-10.5-11.6-11.2-3.9%
20170.73.5-2.09.2-0.5-2.0-0.98.5-1.82.05.38.934.2%
2016—————-100.013.48.014.9-9.813.8-8.9-100.0%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 42.8%. The dominant macroeconomic risk driver is VTI.US, accounting for 37.1% of variance. Idiosyncratic stock-specific factors contribute 21.9%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-05-0110000
2016-06-010.155127489235372
2016-07-010.1759495257609165
2016-08-010.19000042513685036
2016-09-010.21835390379210173
2016-10-010.1969621650584796
2016-11-010.2241772923515647
2016-12-010.20417769099147057
2017-01-010.20556982836499862
2017-02-010.21272217105864644
2017-03-010.20854470588407326
2017-04-010.22772187207871702
2017-05-010.2265824676625617
2017-06-010.2219627198125863
2017-07-010.2199376969916374
2017-08-010.23854410792421443
2017-09-010.23417709303161174
2017-10-010.2389242604142626
2017-11-010.2515198391773252
2017-12-010.2739877990877595
2018-01-010.30360915474583067
2018-02-010.2776587452935982
2018-03-010.29392527026249954
2018-04-010.2840518360611388
2018-05-010.3265204503856563
2018-06-010.3189247719626171
2018-07-010.3225957181684559
2018-08-010.3565198524257975
2018-09-010.37474821697630445
2018-10-010.3355072131282344
2018-11-010.2964568120521829
2018-12-010.2631655632422621
2019-01-010.2639248151683693
2019-02-010.30924194053327503
2019-03-010.3351281136921753
2019-04-010.32740606879044987
2019-05-010.31772323736110775
2019-06-010.32272313770113126
2019-07-010.3172167183923732
2019-08-010.27025472269656675
2019-09-010.328482289967262
2019-10-010.32576119845954904
2019-11-010.35152100513976303
2019-12-010.34006483079285565
2020-01-010.35221707382652706
2020-02-010.32962169438341726
2020-03-010.22525456658236587
2020-04-010.27639402745274555
2020-05-010.26898895180172505
2020-06-010.264495570430436
2020-07-010.22525456658236587
2020-08-010.25810247966289535
2020-09-010.2570904947794154
2020-10-010.24607765616189942
2020-11-010.2921540334529124
2020-12-010.30563523062076864
2021-01-010.293039651857706
2021-02-010.33048519865444076
2021-03-010.3215489825033372
2021-04-010.3407535281016963
2021-05-010.35279414741252807
2021-06-010.36371115811704025
2021-07-010.3497466091682087
2021-08-010.342318366329429
2021-09-010.36742843869839725
2021-10-010.38230387934775956
2021-11-010.36696298883523576
2021-12-010.3695092733807659
2022-01-010.3542326191615744
2022-02-010.3470781703599485
2022-03-010.3844921255370117
2022-04-010.3094472860611404
2022-05-010.2956112096989733
2022-06-010.27521039476905
2022-07-010.25420407379542126
2022-08-010.28540290432909377
2022-09-010.27405940675901513
2022-10-010.305861637228415
2022-11-010.2577686615483656
2022-12-010.23257118569830598
2023-01-010.2804261711768294
2023-02-010.25059946999089294
2023-03-010.2540671767768444
2023-04-010.2314244099042273
2023-05-010.2568177537962507
2023-06-010.233387302539822
2023-07-010.23134121863909207
2023-08-010.20818666752779527
2023-09-010.2117817938464221
2023-10-010.17562834429425536
2023-11-010.23165608178181893
2023-12-010.2819667891628139
2024-01-010.29928742117475726
2024-02-010.30207274897580244
2024-03-010.310135983369981
2024-04-010.26640686342056713
2024-05-010.25430200781640316
2024-06-010.26882783454139997
2024-07-010.2884367528715554
2024-08-010.2900068563692334
2024-09-010.32996498998384854
2024-10-010.32445014624317814
2024-11-010.37959753059589346
2024-12-010.35362290090191273
2025-01-010.33067474837247024
2025-02-010.37867926751743924
2025-03-010.3524297907323157
2025-04-010.3180233577479878
2025-05-010.35934309017044846
2025-06-010.37150586374401035
2025-07-010.3494865048329126
2025-08-010.3879356120812149
2025-09-010.47979561765428413
2025-10-010.5211016603748871
2025-11-010.5173654248217272
2025-12-010.5114683224830305
2026-01-010.5017802257837432
2026-02-010.49019663190416035
2026-03-010.46208009039644593
2026-04-010.4916709074888345
Annual Return Matrix
YearAnnual Return
20170.34190859812987706
2018-0.0394989699597208
20190.29220870163700896
2020-0.10124422479035822
20210.20898782718950382
2022-0.3705944547198149
20230.21238918018238295
20240.25412961559002256
20250.4463665140988722
2026-0.03870702079472932
Total Factor Risk
0.4278372353334369
VTI.US Exposure
0.37051823593514066
VEA.US Exposure
0.010738405929273262
VWO.US Exposure
-0.02625620279360973
QQQ.US Exposure
0.03659236360868546
VTV.US Exposure
-0.06510849924703654
IJR.US Exposure
0.09584499363472877
QUAL.US Exposure
-0.08392205567175004
SHV.US Exposure
0.3304623652993892
TLT.US Exposure
-0.0053413893229651115
LQD.US Exposure
0.0035147368663368908
HYG.US Exposure
0.09647607290965969
GLD.US Exposure
0.003933103689996352
USO.US Exposure
0.003054843135336744
VNQ.US Exposure
0.004756387639804008
BTC-USD.CC Exposure
-0.014801096345571052
CPER.US Exposure
0.049618001004097245
VIX.INDX Exposure
-0.044863870813883606
UUP.US Exposure
0.01484416134348813
TIP.US Exposure
0.0009319336258577969
Idiosyncratic Exposure
0.21900750957302187
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
6.7
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
42.8%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.56%
Market Cap$3.9B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$00.00%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+1.5%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+6.5%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
8.1% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.32
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is Brookfield Business Partners L.P. a high-risk investment?

Brookfield Business Partners L.P. (BBU-UN.TO) has an annualized volatility of 42.8% and experienced a maximum drawdown of 100.0% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of BBU-UN.TO?

Over the past 10 years, BBU-UN.TO has generated a Compound Annual Growth Rate (CAGR) of -63.2%. It has had a positive return in 60% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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