Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEE-PN (Nextera Energy Inc) | -1.41% | 8.78% | 2.78% | 1.36% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEE-PN (Nextera Energy Inc) | 03/18/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.39 | 8.78 | 2.78 | 1.36 | NA | NA | NA | … | … | -1.41 | 9.02 | 1.21 | 12.38 | -12.95 | 2.89 | 12.70 | 12.29 |
| Sharpe Ratio | NA | 0.66 | -0.08 | -0.10 | NA | NA | NA | … | … | -0.88 | 0.64 | -0.26 | 0.62 | -1.04 | 0.40 | 0.60 | 1.86 |
| Standard Deviation(%) | NA | 8.02 | 10.42 | 11.05 | NA | NA | NA | … | … | 7.54 | 9.61 | 9.21 | 14.18 | 13.83 | 7.15 | 20.66 | 7.72 |
| Draw Down(%) | NA | 5.06 | 11.98 | 14.21 | NA | NA | NA | … | … | 5.06 | 6.90 | 7.82 | 12.05 | 12.95 | 4.54 | 19.98 | 5.51 |
| Yield(%) | 0.00 | 6.35 | 5.65 | 4.98 | 4.38 | 2.92 | 2.19 | … | … | 2.95 | 5.97 | 5.76 | 6.04 | 5.09 | 4.99 | 8.44 | 3.94 |
Data as of 06/11/2026, Common starting date is 03/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEE-PN (Nextera Energy Inc) |
-2.37%
Oct 2020 – Oct 2023 |
1.30%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEE-PN (Nextera Energy Inc) |
7.43%
Dec 2022 – Dec 2025 |
5.06%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart