Brookfield Business Partners L.P. (BBUC) Stock Total Returns

Growth of $10,000 chart

2022-03-07 to 2026-04-14
to
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Investment Performance

Final Value
$9,718
Total Return
-2.82%
CAGR
-0.69%
Dividends
$261.05
Yield on Cost
2.61%

Rolling Returns

1-Month (21 Trading Days)
Average+0.73%
Median-0.15%
Best+43.79%
Worst-25.15%
% of Windows Positive49.1%
1-Year (252 Trading Days)
Average+15.09%
Median+16.27%
Best+74.99%
Worst-48.00%
% of Windows Positive71.3%
3-Year (756 Trading Days)
Average+43.21%
Median+43.66%
Best+112.48%
Worst-30.70%
% of Windows Positive86.1%

Risk Metrics

Maximum Drawdown -60.96%
Average Drawdown -31.38%
Drawdown Duration 887 Trading Days
Sortino Ratio 0.30
Calmar Ratio -0.01
CVaR (5%) -5.80%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -3.38% (-11.38% ann.) $338.26 $17.56 $3.51 $0.03
2025 +48.65% +$4865.49 $78.03 $15.61 $0.13
2024 +5.12% +$512.09 $108.63 $21.72 $0.19
2023 +25.22% +$2522.40 $134.63 $26.93 $0.23
2022 partial -48.60% (-55.77% ann.) $4859.81 $51.47 $10.29 $0.09

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Inflation shock / duration crash / aggressive tightening partial March 7, 2022 – November 9, 2022 -39.85% -52.85% $3985.17 $34.28 $6.85 $0.06
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -3.43% -1.87% $343.19 $208.83 $41.76 $0.36
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 +50.40% +29.71% +$5039.78 $136.19 $27.24 $0.23

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2022-05-31 $0.0630 0.24%
2022-08-30 $0.0630 0.25%
2022-11-29 $0.0630 0.30%
2023-02-27 $0.0630 0.33%
2023-05-30 $0.0630 0.30%
2023-08-30 $0.0630 0.34%
2023-11-29 $0.0630 0.38%
2024-02-28 $0.0630 0.28%
2024-05-31 $0.0630 0.31%
2024-08-30 $0.0630 0.28%
2024-11-29 $0.0630 0.23%
2025-02-28 $0.0630 0.23%
2025-05-30 $0.0630 0.22%
2025-08-29 $0.0630 0.18%
2026-03-23 $0.0630 0.21%
Total 15 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2022-03-07 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2022-05-31 $17.12 $3.42 $0.03 0.5314
2022-08-30 $17.16 $3.43 $0.03 0.5610
2022-11-29 $17.19 $3.44 $0.03 0.6543
2023-02-27 $17.23 $3.45 $0.03 0.7144
2023-05-30 $17.28 $3.46 $0.03 0.6607
2023-08-30 $17.32 $3.46 $0.03 0.7611
2023-11-29 $17.37 $3.47 $0.03 0.7970
2024-02-28 $17.42 $3.48 $0.03 0.6187
2024-05-31 $17.46 $3.49 $0.03 0.6783
2024-08-30 $17.50 $3.50 $0.03 0.6131
2024-11-29 $17.54 $3.51 $0.03 0.5076
2025-02-28 $17.57 $3.51 $0.03 0.5087
2025-05-30 $17.60 $3.52 $0.03 0.4926
2025-08-29 $17.63 $3.53 $0.03 0.4266
2026-03-23 $17.66 $3.53 $0.03 0.4562
Total $261.05 $52.20 $0.45 8.9815

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

BATRA

CAGR 10.48% Total 170.48% Final $27,048
2016-04-18 — 2026-04-14
HSHP

CAGR 36.40% Total 156.85% Final $25,685
2023-03-31 — 2026-04-14
ROST

CAGR 16.58% Total 51163.26% Final $5,126,326
1985-08-08 — 2026-04-14