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BEP vs. GOF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BEP vs. GOF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Brookfield Renewable Partners L.P. (BEP) and Guggenheim Strategic Opportunities Fund (GOF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BEP achieves a 30.18% return, which is significantly higher than GOF's -7.43% return. Over the past 10 years, BEP has outperformed GOF with an annualized return of 14.00%, while GOF has yielded a comparatively lower 8.03% annualized return.


BEP

1D
-3.00%
1M
0.62%
YTD
30.18%
6M
25.88%
1Y
38.52%
3Y*
10.65%
5Y*
1.90%
10Y*
14.00%

GOF

1D
0.55%
1M
-2.45%
YTD
-7.43%
6M
-0.79%
1Y
-12.68%
3Y*
3.35%
5Y*
0.42%
10Y*
8.03%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEP vs. GOF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BEP
Brookfield Renewable Partners L.P.
30.18%25.65%-8.23%9.02%-26.48%-13.69%80.30%90.75%-20.95%24.51%
GOF
Guggenheim Strategic Opportunities Fund
-7.43%-1.92%38.04%-3.04%-5.78%4.90%21.51%10.51%-5.95%22.01%

Correlation

The correlation between BEP and GOF is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.17

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.24

Correlation (10Y)
Calculated over the trailing 10-year period

0.22

Correlation (All Time)
Calculated using the full available price history since Jul 27, 2007

0.19

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Return for Risk

BEP vs. GOF — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEP
BEP Risk / Return Rank: 7979
Overall Rank
BEP Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
BEP Sortino Ratio Rank: 7676
Sortino Ratio Rank
BEP Omega Ratio Rank: 7575
Omega Ratio Rank
BEP Calmar Ratio Rank: 8282
Calmar Ratio Rank
BEP Martin Ratio Rank: 8181
Martin Ratio Rank

GOF
GOF Risk / Return Rank: 11
Overall Rank
GOF Sharpe Ratio Rank: 11
Sharpe Ratio Rank
GOF Sortino Ratio Rank: 11
Sortino Ratio Rank
GOF Omega Ratio Rank: 11
Omega Ratio Rank
GOF Calmar Ratio Rank: 11
Calmar Ratio Rank
GOF Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEP vs. GOF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Brookfield Renewable Partners L.P. (BEP) and Guggenheim Strategic Opportunities Fund (GOF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BEPGOFDifference
Sharpe ratioReturn per unit of total volatility

+2.05

Sortino ratioReturn per unit of downside risk

+2.74

Omega ratioGain probability vs. loss probability

1.24

0.87

+0.37

Calmar ratioReturn relative to maximum drawdown

2.72

-0.55

+3.26

Martin ratioReturn relative to average drawdown

6.19

-1.01

+7.20

BEP vs. GOF - Sharpe Ratio Comparison

The current BEP Sharpe Ratio is 1.34, which is higher than the GOF Sharpe Ratio of -0.71. The chart below compares the historical Sharpe Ratios of BEP and GOF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BEP vs. GOF - Drawdown Comparison

The maximum BEP drawdown since its inception was -53.85%, roughly equal to the maximum GOF drawdown of -54.66%. Use the drawdown chart below to compare losses from any high point for BEP and GOF.


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Drawdown Indicators


BEPGOFDifference

Max Drawdown

Largest peak-to-trough decline

-53.85%

-54.66%

+0.81%

Max Drawdown (1Y)

Largest decline over 1 year

-14.25%

-23.24%

+8.99%

Max Drawdown (3Y)

Largest decline over 3 years

-31.78%

-28.56%

-3.22%

Max Drawdown (5Y)

Largest decline over 5 years

-47.46%

-32.41%

-15.05%

Max Drawdown (10Y)

Largest decline over 10 years

-53.85%

-38.50%

-15.35%

Current Drawdown

Current decline from peak

-9.23%

-17.55%

+8.32%

Average Drawdown

Average peak-to-trough decline

-13.62%

-7.07%

-6.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.24%

12.53%

-6.29%

Volatility

BEP vs. GOF - Volatility Comparison

Brookfield Renewable Partners L.P. (BEP) has a higher volatility of 7.52% compared to Guggenheim Strategic Opportunities Fund (GOF) at 3.50%. This indicates that BEP's price experiences larger fluctuations and is considered to be riskier than GOF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEPGOFDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.52%

3.50%

+4.02%

Volatility (6M)

Calculated over the trailing 6-month period

19.88%

10.94%

+8.94%

Volatility (1Y)

Calculated over the trailing 1-year period

28.82%

17.97%

+10.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.98%

18.18%

+12.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.99%

19.52%

+10.47%

Dividends

BEP vs. GOF - Dividend Comparison

BEP's dividend yield for the trailing twelve months is around 4.46%, less than GOF's 19.79% yield.


PositionTTM20252024202320222021202020192018201720162015
BEP
Brookfield Renewable Partners L.P.
4.46%5.53%6.23%5.14%5.05%4.42%2.68%4.42%7.57%5.36%5.99%6.34%
GOF
Guggenheim Strategic Opportunities Fund
19.79%16.97%14.32%17.07%14.36%11.93%11.26%12.08%11.96%10.13%11.13%12.98%

Frequently Asked Questions


BEP and GOF have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BEP has higher volatility (7.52%) compared to GOF (3.50%). In terms of maximum drawdown, BEP dropped -53.85% vs GOF's -54.66%.

BEP currently has the higher Sharpe Ratio (1.34 vs -0.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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