Brookfield Business Corp

10-Year Study

BBUC.US · Financial Services · US · Common Stock

Executive Summary: Brookfield Business Corp has compounded at 2.1% annually over the last 10 years, with a maximum drawdown of 55.6% and an annualized volatility of 50.8%.

1Y CAGR
+21.9%
3Y CAGR
+20.0%
5Y CAGR
+2.1%
10Y CAGR
+2.1%

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 →
55.6%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.14
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.24
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
39.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +49.1%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · -5.0%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
75%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
2026-0.6-3.4-8.27.7————————-5.0%
2025-1.615.8-3.5-1.59.09.4-1.47.51.68.7-4.22.949.1%
2024-1.3-0.25.6-15.71.3-0.610.41.411.1-6.016.1-12.15.4%
202320.5-14.12.2-6.911.8-8.28.7-13.62.4-21.428.527.925.6%
2022———-18.6-2.8-10.6-0.76.7-9.115.9-13.2-15.3-41.9%

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 50.8%. The dominant macroeconomic risk driver is SHV.US, accounting for 44.8% of variance. Idiosyncratic stock-specific factors contribute 16.0%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2022-03-0110000
2022-04-018138.61107917896
2022-05-017908.7634594014635
2022-06-017072.7158932699795
2022-07-017023.540381397606
2022-08-017494.3799415002995
2022-09-016810.26554776411
2022-10-017894.968770356745
2022-11-016855.257947912275
2022-12-015807.500223525054
2023-01-017000.517300839178
2023-02-016015.857505971313
2023-03-016146.0768159814015
2023-04-015724.34890344995
2023-05-016397.957619649768
2023-06-015872.322489175001
2023-07-016382.406662323894
2023-08-015511.553052074951
2023-09-015642.634530150337
2023-10-014437.930285728883
2023-11-015701.549347945484
2023-12-017292.951935726966
2024-01-017195.846265854312
2024-02-017181.221340894866
2024-03-017583.310980827937
2024-04-016392.7526791074315
2024-05-016475.552745526305
2024-06-016434.583796349517
2024-07-017105.765669106283
2024-08-017201.785645859677
2024-09-018004.464114649193
2024-10-017524.108773677689
2024-11-018738.424595419652
2024-12-017683.737594359504
2025-01-017560.192103817808
2025-02-018755.57216027385
2025-03-018450.811715267399
2025-04-018326.978835370604
2025-05-019077.224712929967
2025-06-019926.715714449936
2025-07-019786.725166366503
2025-08-0110518.290735844477
2025-09-0110687.211812341138
2025-10-0111621.13141995887
2025-11-0111131.547687473656
2025-12-0111457.255623251714
2026-01-0111387.004892005465
2026-02-0111000.625870151103
2026-03-0110103.332439233118
2026-04-0110882.47691305514
Annual Return Matrix
YearAnnual Return
20230.25578160224336055
20240.05358401674336344
20250.4911044895211263
2026-0.050167224080267636
Total Factor Risk
0.5084972808079931
VTI.US Exposure
0.11802524193409149
VEA.US Exposure
0.06109847027127836
VWO.US Exposure
-0.03242410729398381
QQQ.US Exposure
0.13898360397784798
VTV.US Exposure
0.02860250304304551
IJR.US Exposure
0.11327678404351814
QUAL.US Exposure
-0.13728327284061828
SHV.US Exposure
0.4475065610668504
TLT.US Exposure
-0.017494062766118288
LQD.US Exposure
0.05313145917137705
HYG.US Exposure
0.10160229826853043
GLD.US Exposure
0.0010465296527002608
USO.US Exposure
0.00025253471160216153
VNQ.US Exposure
0.011644773247128738
BTC-USD.CC Exposure
-0.007619463628712798
CPER.US Exposure
0.01103528338588248
VIX.INDX Exposure
-0.04203145572403604
UUP.US Exposure
-0.005601561984382759
TIP.US Exposure
-0.0038076387109602142
Idiosyncratic Exposure
0.16005552017495916
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
9
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
50.8%

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 →0.75%
Market Cap$2.4B
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
$20
Avg Yield on Cost
0.20%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$20.120.20%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 →
+1.3%
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 →
+0.7%
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 →
9.5% 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 Corp a high-risk investment?

Brookfield Business Corp (BBUC.US) has an annualized volatility of 50.8% and experienced a maximum drawdown of 55.6% over the last 10 years. Its primary macro risk driver is SHV.US.

What is the 10-year return of BBUC.US?

Over the past 10 years, BBUC.US has generated a Compound Annual Growth Rate (CAGR) of 2.1%. It has had a positive return in 75% 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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