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PMZ-UN.TO vs. BEP-UN.TO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between PMZ-UN.TO and BEP-UN.TO is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.4

Performance

PMZ-UN.TO vs. BEP-UN.TO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Primaris Real Estate Investment Trust (PMZ-UN.TO) and Brookfield Renewable Partners L.P (BEP-UN.TO). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%SeptemberOctoberNovemberDecember2025February
2.13%
-2.74%
PMZ-UN.TO
BEP-UN.TO

Key characteristics

Sharpe Ratio

PMZ-UN.TO:

0.79

BEP-UN.TO:

0.24

Sortino Ratio

PMZ-UN.TO:

1.26

BEP-UN.TO:

0.64

Omega Ratio

PMZ-UN.TO:

1.15

BEP-UN.TO:

1.07

Calmar Ratio

PMZ-UN.TO:

1.17

BEP-UN.TO:

0.16

Martin Ratio

PMZ-UN.TO:

3.19

BEP-UN.TO:

0.67

Ulcer Index

PMZ-UN.TO:

4.72%

BEP-UN.TO:

12.49%

Daily Std Dev

PMZ-UN.TO:

19.03%

BEP-UN.TO:

35.29%

Max Drawdown

PMZ-UN.TO:

-23.46%

BEP-UN.TO:

-86.24%

Current Drawdown

PMZ-UN.TO:

-6.38%

BEP-UN.TO:

-39.94%

Fundamentals

Market Cap

PMZ-UN.TO:

CA$1.54B

BEP-UN.TO:

CA$21.98B

EPS

PMZ-UN.TO:

CA$0.80

BEP-UN.TO:

-CA$1.27

Total Revenue (TTM)

PMZ-UN.TO:

CA$506.59M

BEP-UN.TO:

CA$4.44B

Gross Profit (TTM)

PMZ-UN.TO:

CA$292.84M

BEP-UN.TO:

CA$2.57B

EBITDA (TTM)

PMZ-UN.TO:

CA$116.42M

BEP-UN.TO:

CA$2.60B

Returns By Period

In the year-to-date period, PMZ-UN.TO achieves a -0.45% return, which is significantly lower than BEP-UN.TO's 1.83% return.


PMZ-UN.TO

YTD

-0.45%

1M

7.39%

6M

7.55%

1Y

16.46%

5Y*

N/A

10Y*

N/A

BEP-UN.TO

YTD

1.83%

1M

15.64%

6M

2.42%

1Y

9.07%

5Y*

-0.96%

10Y*

6.20%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

PMZ-UN.TO vs. BEP-UN.TO — Risk-Adjusted Performance Rank

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

PMZ-UN.TO
The Risk-Adjusted Performance Rank of PMZ-UN.TO is 7171
Overall Rank
The Sharpe Ratio Rank of PMZ-UN.TO is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of PMZ-UN.TO is 6565
Sortino Ratio Rank
The Omega Ratio Rank of PMZ-UN.TO is 6262
Omega Ratio Rank
The Calmar Ratio Rank of PMZ-UN.TO is 8282
Calmar Ratio Rank
The Martin Ratio Rank of PMZ-UN.TO is 7474
Martin Ratio Rank

BEP-UN.TO
The Risk-Adjusted Performance Rank of BEP-UN.TO is 5252
Overall Rank
The Sharpe Ratio Rank of BEP-UN.TO is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of BEP-UN.TO is 5050
Sortino Ratio Rank
The Omega Ratio Rank of BEP-UN.TO is 4747
Omega Ratio Rank
The Calmar Ratio Rank of BEP-UN.TO is 5555
Calmar Ratio Rank
The Martin Ratio Rank of BEP-UN.TO is 5555
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PMZ-UN.TO vs. BEP-UN.TO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Primaris Real Estate Investment Trust (PMZ-UN.TO) and Brookfield Renewable Partners L.P (BEP-UN.TO). 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.


Sharpe ratio
The chart of Sharpe ratio for PMZ-UN.TO, currently valued at 0.45, compared to the broader market-2.000.002.000.450.08
The chart of Sortino ratio for PMZ-UN.TO, currently valued at 0.80, compared to the broader market-4.00-2.000.002.004.006.000.800.41
The chart of Omega ratio for PMZ-UN.TO, currently valued at 1.09, compared to the broader market0.501.001.502.001.091.05
The chart of Calmar ratio for PMZ-UN.TO, currently valued at 0.51, compared to the broader market0.002.004.006.000.510.06
The chart of Martin ratio for PMZ-UN.TO, currently valued at 1.27, compared to the broader market-10.000.0010.0020.0030.001.270.21
PMZ-UN.TO
BEP-UN.TO

The current PMZ-UN.TO Sharpe Ratio is 0.79, which is higher than the BEP-UN.TO Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of PMZ-UN.TO and BEP-UN.TO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.50SeptemberOctoberNovemberDecember2025February
0.45
0.08
PMZ-UN.TO
BEP-UN.TO

Dividends

PMZ-UN.TO vs. BEP-UN.TO - Dividend Comparison

PMZ-UN.TO's dividend yield for the trailing twelve months is around 3.64%, more than BEP-UN.TO's 3.19% yield.


TTM20242023202220212020201920182017201620152014
PMZ-UN.TO
Primaris Real Estate Investment Trust
3.64%4.07%5.95%5.48%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
BEP-UN.TO
Brookfield Renewable Partners L.P
3.19%3.25%3.88%3.73%2.68%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PMZ-UN.TO vs. BEP-UN.TO - Drawdown Comparison

The maximum PMZ-UN.TO drawdown since its inception was -23.46%, smaller than the maximum BEP-UN.TO drawdown of -86.24%. Use the drawdown chart below to compare losses from any high point for PMZ-UN.TO and BEP-UN.TO. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-11.22%
-37.66%
PMZ-UN.TO
BEP-UN.TO

Volatility

PMZ-UN.TO vs. BEP-UN.TO - Volatility Comparison

The current volatility for Primaris Real Estate Investment Trust (PMZ-UN.TO) is 5.94%, while Brookfield Renewable Partners L.P (BEP-UN.TO) has a volatility of 9.88%. This indicates that PMZ-UN.TO experiences smaller price fluctuations and is considered to be less risky than BEP-UN.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%SeptemberOctoberNovemberDecember2025February
5.94%
9.88%
PMZ-UN.TO
BEP-UN.TO

Financials

PMZ-UN.TO vs. BEP-UN.TO - Financials Comparison

This section allows you to compare key financial metrics between Primaris Real Estate Investment Trust and Brookfield Renewable Partners L.P. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in CAD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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