Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEEPRR (NextEra Energy Inc Unit) | NA | -1.01% | NA | NA | NA | NA | NA | … | … |
Data as of 08/29/2025, Common starting date is 09/15/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEEPRR (NextEra Energy Inc Unit) | 09/15/2022 | 08/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.40 | -1.01 | NA | NA | NA | NA | NA | … | … | 6.89 | 16.52 | -17.69 | 5.93 |
| Sharpe Ratio | NA | -0.16 | NA | NA | NA | NA | NA | … | … | 0.27 | 0.64 | -0.81 | 0.87 |
| Standard Deviation(%) | NA | 25.17 | NA | NA | NA | NA | NA | … | … | 28.56 | 20.03 | 26.47 | 21.68 |
| Draw Down(%) | NA | 17.71 | NA | NA | NA | NA | NA | … | … | 14.11 | 12.66 | 32.03 | 10.76 |
| Yield(%) | 0.00 | 7.54 | 6.49 | 3.89 | 1.95 | 1.30 | 0.97 | … | … | 6.28 | 9.01 | 6.94 | 1.44 |
Data as of 08/29/2025, Common starting date is 09/15/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEEPRR (NextEra Energy Inc Unit) |
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 |
|---|---|---|---|---|
| NEEPRR (NextEra Energy Inc Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart