Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BEP-PA (Brookfield Renewable Partners L.P) -2.69% 8.20% 1.49% -1.97% NA NA NA
Data as of 06/10/2026, Common starting date is 02/21/2020
More Performance Analytics Comparison
Name Start Date End Date
BEP-PA (Brookfield Renewable Partners L.P) 02/21/2020 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 1.78 8.20 1.49 -1.97 NA NA NA -2.69 9.56 12.73 -3.10 -24.24 1.84 9.52
Sharpe Ratio NA 0.19 -0.06 -0.22 NA NA NA -0.50 0.34 0.45 -0.24 -1.10 0.22 0.33
Standard Deviation(%) NA 18.46 21.37 21.76 NA NA NA 22.02 19.81 20.19 28.37 23.33 8.38 32.85
Draw Down(%) NA 10.91 23.94 37.13 NA NA NA 10.91 17.20 19.24 25.26 36.42 6.50 30.97
Yield(%) 0.00 7.72 6.46 4.97 3.15 2.10 1.57 3.59 7.12 7.67 6.87 4.97 4.84 3.49
Data as of 06/10/2026, Common starting date is 02/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEP-PA (Brookfield Renewable Partners L.P) -9.96%
Nov 2020 – Nov 2023
-2.04%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BEP-PA (Brookfield Renewable Partners L.P) 10.83%
Oct 2022 – Oct 2025
4.17%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return