Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEP (Nextera Energy Partners LP) | NA | -59.35% | -43.46% | -23.78% | -7.87% | NA | NA | … | … |
Data as of 01/31/2025, Common starting date is 06/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEP (Nextera Energy Partners LP) | 06/30/2014 | 01/31/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -32.87 | -59.35 | -43.46 | -23.78 | -7.87 | NA | NA | … | … | -40.79 | -34.20 | -53.32 | -13.52 | 30.01 | 32.40 | 27.54 | 3.74 | 75.99 | -10.35 | -9.11 | 1.24 |
| Sharpe Ratio | NA | -1.17 | -0.94 | -0.53 | -0.23 | NA | NA | … | … | -0.89 | -0.86 | -0.99 | -0.48 | 1.06 | 0.53 | 1.19 | 0.09 | 2.88 | -0.33 | -0.20 | 0.08 |
| Standard Deviation(%) | NA | 56.34 | 50.64 | 49.59 | 41.66 | NA | NA | … | … | 115.62 | 47.49 | 58.74 | 31.11 | 28.41 | 60.89 | 21.91 | 28.02 | 26.34 | 32.45 | 46.24 | 29.39 |
| Draw Down(%) | NA | 67.20 | 84.63 | 84.64 | 84.64 | NA | NA | … | … | 44.67 | 50.13 | 71.81 | 25.52 | 22.97 | 47.49 | 10.40 | 19.52 | 15.14 | 22.66 | 57.94 | 20.90 |
| Yield(%) | 0.00 | 12.04 | 4.41 | 5.22 | 5.54 | 4.45 | 3.34 | … | … | 0.00 | 11.65 | 4.77 | 3.57 | 3.88 | 4.33 | 4.68 | 3.95 | 5.76 | 4.44 | 2.66 | 0.56 |
Data as of 01/31/2025, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEP (Nextera Energy Partners LP) |
-35.77%
Nov 2021 – Nov 2024 |
-14.55%
Nov 2019 – Nov 2024 |
-2.47%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEP (Nextera Energy Partners LP) |
36.17%
Sep 2015 – Sep 2018 |
32.14%
Nov 2016 – Nov 2021 |
2.57%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart