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
CWEN-A (Clearway Energy Inc) 30.34% 50.66% 18.63% 16.32% 16.66% NA NA
Data as of 06/04/2026, Common starting date is 07/18/2013
More Performance Analytics Comparison
Name Start Date End Date
CWEN-A (Clearway Energy Inc) 07/18/2013 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 50.66 18.63 16.32 16.66 NA NA 30.34 36.59 2.19 -9.26 -6.64 18.64 64.05 18.76 -3.62 30.49 18.02 -37.89 25.26 44.74
Sharpe Ratio NA 1.74 0.53 0.44 0.49 NA NA 2.92 1.20 -0.05 -0.39 -0.26 0.65 1.34 0.53 -0.19 1.49 0.47 -0.82 0.98 4.80
Standard Deviation(%) NA 27.36 31.47 30.21 31.63 NA NA 30.39 28.15 30.37 33.68 31.69 28.78 47.20 32.90 25.99 20.08 37.89 46.38 25.70 25.99
Draw Down(%) NA 13.27 39.53 51.50 51.50 NA NA 7.84 13.49 22.05 44.12 25.56 30.36 30.22 25.51 19.47 7.09 27.85 58.77 23.04 7.52
Yield(%) 0.00 4.85 5.40 6.08 8.65 7.75 5.81 1.43 7.13 6.51 5.10 4.28 4.31 6.97 4.72 6.47 7.18 6.82 4.08 7.10 1.64
Data as of 06/04/2026, Common starting date is 07/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWEN-A (Clearway Energy Inc) -10.36%
Feb 2015 – Feb 2018
-3.66%
May 2014 – May 2019
4.45%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CWEN-A (Clearway Energy Inc) 38.75%
Mar 2019 – Mar 2022
25.91%
Jan 2016 – Jan 2021
17.81%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return