Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUKB (Duke Energy Corp) | -1.90% | 2.36% | 3.76% | 2.60% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUKB (Duke Energy Corp) | 10/19/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 2.36 | 3.76 | 2.60 | NA | NA | NA | … | … | -1.90 | 10.31 | 6.45 | 9.12 | -9.73 | -2.19 | 11.93 | 19.86 | 1.83 |
| Sharpe Ratio | NA | -0.12 | 0.05 | 0.03 | NA | NA | NA | … | … | -1.05 | 1.00 | 0.34 | 0.46 | -1.01 | -0.36 | 0.55 | 2.46 | 0.73 |
| Standard Deviation(%) | NA | 6.32 | 8.96 | 9.17 | NA | NA | NA | … | … | 6.08 | 7.56 | 8.26 | 12.01 | 11.14 | 6.13 | 20.99 | 7.48 | 11.39 |
| Draw Down(%) | NA | 5.39 | 12.56 | 12.56 | NA | NA | NA | … | … | 5.28 | 4.19 | 7.17 | 12.56 | 10.13 | 8.31 | 18.82 | 4.55 | 4.68 |
| Yield(%) | 0.00 | 5.72 | 5.57 | 5.08 | 4.45 | 2.97 | 2.22 | … | … | 1.43 | 5.90 | 5.96 | 6.09 | 5.27 | 4.97 | 5.13 | 5.84 | 1.45 |
Data as of 06/10/2026, Common starting date is 10/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUKB (Duke Energy Corp) |
-1.98%
Oct 2020 – Oct 2023 |
2.48%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUKB (Duke Energy Corp) |
9.48%
Dec 2018 – Dec 2021 |
5.83%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart