Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DUK-PA (Duke Energy Corporation) | 1.22% | 5.14% | 5.25% | 2.87% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DUK-PA (Duke Energy Corporation) | 03/27/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 5.14 | 5.25 | 2.87 | NA | NA | NA | … | … | 1.22 | 8.49 | 5.81 | 10.50 | -9.54 | 1.02 | 8.30 | 13.29 |
| Sharpe Ratio | NA | 0.53 | 0.20 | 0.04 | NA | NA | NA | … | … | 0.25 | 0.86 | 0.31 | 0.60 | -0.85 | 0.13 | 0.40 | 2.32 |
| Standard Deviation(%) | NA | 4.95 | 7.84 | 9.16 | NA | NA | NA | … | … | 5.00 | 6.53 | 6.96 | 11.46 | 13.01 | 7.44 | 19.97 | 7.02 |
| Draw Down(%) | NA | 3.38 | 8.66 | 14.95 | NA | NA | NA | … | … | 3.38 | 3.48 | 3.65 | 9.44 | 13.13 | 5.45 | 20.14 | 3.54 |
| Yield(%) | 0.00 | 5.81 | 5.74 | 5.08 | 4.08 | 2.72 | 2.04 | … | … | 2.87 | 5.78 | 5.85 | 6.04 | 5.26 | 5.09 | 5.17 | 4.06 |
Data as of 06/10/2026, Common starting date is 03/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DUK-PA (Duke Energy Corporation) |
-1.42%
Oct 2020 – Oct 2023 |
2.84%
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 |
|---|---|---|---|---|
| DUK-PA (Duke Energy Corporation) |
8.25%
Dec 2022 – Dec 2025 |
4.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart