Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEE-PP (Nextera Energy Inc) | NA | 5.57% | 9.41% | NA | NA | NA | NA | … | … |
Data as of 02/28/2023, Common starting date is 02/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEE-PP (Nextera Energy Inc) | 02/21/2020 | 02/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 5.57 | 9.41 | NA | NA | NA | NA | … | … | -4.94 | -2.12 | 20.57 | 3.86 |
| Sharpe Ratio | NA | 0.17 | 0.35 | NA | NA | NA | NA | … | … | -2.97 | -0.17 | 1.26 | 0.12 |
| Standard Deviation(%) | NA | 17.91 | 24.24 | NA | NA | NA | NA | … | … | 11.79 | 20.42 | 16.28 | 35.33 |
| Draw Down(%) | NA | 14.18 | 29.30 | NA | NA | NA | NA | … | … | 5.75 | 18.41 | 13.78 | 29.30 |
| Yield(%) | 1.34 | 5.35 | 5.86 | 3.26 | 1.63 | 1.09 | 0.82 | … | … | 1.30 | 4.66 | 5.35 | 4.19 |
Data as of 02/28/2023, Common starting date is 02/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEE-PP (Nextera Energy Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEE-PP (Nextera Energy Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart