Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 21.60% | 3.34% | 5.52% | 5.54% | 6.98% | 6.60% | 7.44% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.30 | 21.60 | 3.34 | 5.52 | 5.54 | 6.98 | 6.60 | 7.44 | NA | 1.96 | 14.14 | -11.40 | 12.43 | 8.11 | 16.40 | -5.54 | 8.44 | 4.94 | 2.89 | 8.01 | 9.46 | 13.59 | 1.30 | 13.47 | 25.95 | -19.12 | 6.08 | 12.52 | 7.37 | 15.56 | 24.83 | 0.77 | 4.95 |
| Sharpe Ratio | NA | -0.47 | -0.24 | 0.18 | 0.32 | NA | NA | 0.56 | 0.02 | -0.57 | 1.16 | -1.02 | 1.52 | 0.41 | 2.26 | -0.84 | 1.93 | 0.56 | 0.33 | 1.41 | 1.36 | 2.18 | 0.10 | 1.30 | 1.45 | -1.01 | 0.36 | 1.37 | 0.91 | 2.06 | 3.87 | -0.04 | 0.40 |
| Standard Deviation(%) | NA | 8.00 | 9.93 | 12.06 | 9.98 | NA | NA | 10.07 | 5.05 | 8.06 | 8.55 | 12.58 | 8.16 | 19.05 | 6.65 | 8.11 | 4.05 | 8.40 | 8.62 | 5.69 | 6.91 | 6.22 | 12.44 | 10.28 | 17.89 | 19.77 | 8.66 | 6.74 | 5.72 | 7.09 | 6.24 | 7.76 | 6.55 |
| Draw Down(%) | NA | 7.83 | 16.21 | 23.60 | 23.60 | NA | NA | 33.64 | 0.26 | 7.83 | 7.56 | 17.58 | 4.86 | 23.60 | 2.96 | 11.28 | 2.22 | 7.57 | 7.42 | 4.21 | 7.65 | 5.06 | 12.09 | 7.27 | 16.39 | 32.59 | 5.90 | 6.32 | 4.28 | 8.11 | 4.60 | 11.90 | 7.76 |
| Yield(%) | NA | 7.36 | 5.76 | 6.01 | 4.69 | NA | NA | 4.60 | NA | 0.52 | 7.74 | 3.14 | 8.84 | 6.02 | 3.61 | 2.83 | 0.31 | 4.19 | 5.31 | 4.08 | 2.30 | 4.09 | 3.47 | 4.21 | 3.97 | 4.63 | 7.33 | 5.63 | 4.59 | 4.68 | 3.49 | 4.91 | 5.95 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.05%
Feb 2006 - Feb 2009 |
0.38%
Feb 2004 - Feb 2009 |
4.27%
Oct 2013 - Oct 2023 |
4.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXTERA ENERGY INC. EMPLOYEE RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.07%
Feb 2009 - Feb 2012 |
15.61%
Feb 2009 - Feb 2014 |
10.03%
Feb 2009 - Feb 2019 |
8.76%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart