Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEE-PK (NextEra Energy Capital Holdings Inc. JR SUB DEB 76) | NA | -1.09% | 8.40% | 7.70% | NA | NA | NA | … | … |
Data as of 12/21/2021, Common starting date is 06/10/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEE-PK (NextEra Energy Capital Holdings Inc. JR SUB DEB 76) | 06/10/2016 | 12/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | -1.09 | 8.40 | 7.70 | NA | NA | NA | … | … | -0.94 | 0.96 | 13.76 | -10.44 | 15.81 | -11.40 |
| Sharpe Ratio | NA | -0.21 | 0.53 | 0.57 | NA | NA | NA | … | … | -0.19 | 0.03 | 1.29 | -1.28 | 2.30 | -1.58 |
| Standard Deviation(%) | NA | 5.22 | 14.73 | 12.33 | NA | NA | NA | … | … | 5.27 | 23.04 | 9.55 | 9.20 | 6.62 | 12.36 |
| Draw Down(%) | NA | 3.07 | 24.54 | 24.54 | NA | NA | NA | … | … | 2.81 | 24.80 | 8.44 | 13.69 | 2.95 | 18.23 |
| Yield(%) | 0.00 | 3.72 | 5.33 | 5.65 | 2.77 | 1.85 | 1.38 | … | … | 3.75 | 4.99 | 5.66 | 5.24 | 5.92 | 2.57 |
Data as of 12/21/2021, Common starting date is 06/10/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEE-PK (NextEra Energy Capital Holdings Inc. JR SUB DEB 76) |
5.27%
Sep 2017 – Sep 2020 |
5.00%
Sep 2016 – Sep 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEE-PK (NextEra Energy Capital Holdings Inc. JR SUB DEB 76) |
11.35%
Dec 2016 – Dec 2019 |
7.81%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart