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DUK: Duke Energy Corporation (STOCK)

Basic Info     119.85 0.85(0.70%) April 25

See more info about DUK
Asset Class:ROOT
MyPlanIQ Rating: Not Rated
Start Date:03/17/1980
Last Dividend Date:02/14/2025
12-Mo. Yield 4.20%
Expenses -
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Performance Analytics (As of 04/25/2025)

Last 1 Week* YTD*(2025) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
03/17/1980		 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return(%) -1.6 12.3 25.7 5.9 11.4 8.8 11.0 9.4 9.5 15.6 -1.6 2.0 19.1 4.8 10.3 7.4 13.0 13.4 -9.7 26.3 13.0 1.3 30.2 9.5 22.0 -21.7 9.2 26.2 15.7 30.2 11.8 -48.2 -5.4 76.0 -21.8 15.7 19.7 -2.4 24.3 -10.0 17.3 3.2 14.3 9.1 21.4 7.9 -5.2 27.9 22.0 15.4 8.1 12.7 13.8 22.9
Sharpe Ratio NA 2.04 1.1 0.08 0.45 0.34 NA NA 0.31 0.55 -0.33 0.03 1.18 0.11 0.7 0.36 1.22 0.77 -0.5 1.82 1.02 0.11 1.94 0.66 1.02 -0.61 0.3 1.48 0.79 1.56 0.32 -0.98 -0.21 2.35 -1.13 0.64 0.97 -0.36 1.58 -0.77 1.03 0.06 0.54 0.22 1.45 0.21 -0.33 1.37 1.03 0.5 0.13 0.24 0.17 0.92
Draw Down(%) NA 6.5 11.6 24.2 24.2 37.4 NA NA 71.9 11.6 16.6 24.2 10.0 37.4 9.9 12.2 7.3 14.8 22.1 6.1 12.5 12.2 10.2 6.7 24.0 26.9 18.1 7.0 14.3 14.7 41.2 57.3 27.1 19.0 27.2 15.0 11.8 17.3 6.5 21.3 10.9 10.0 12.2 9.3 8.1 13.5 21.0 15.4 15.0 13.5 8.9 14.7 15.2 17.1
Standard Deviation(%) NA 20.4 17.6 19.2 19.2 20.7 NA NA 21.6 16.4 18.1 21.8 16.2 41.3 12.7 17.1 10.1 17.2 19.5 14.4 12.7 12.0 15.6 14.2 21.6 36.8 20.5 15.6 17.1 18.7 34.3 50.2 37.1 30.6 22.2 19.2 16.7 16.4 13.0 16.8 14.7 13.0 19.3 17.3 10.8 15.5 27.9 17.3 16.2 17.4 14.8 21.7 21.5 23.9
Treynor Ratio NA 11.96 10.41 0.05 0.28 0.14 NA NA 0.13 4.69 -0.13 0.02 0.8 0.05 0.39 0.51 9.15 0.43 -0.17 1.02 0.19 0.05 0.64 0.18 0.46 -0.36 0.08 0.34 0.14 0.48 0.14 -0.54 -0.24 3.79 -0.95 1.16 0.3 -0.08 0.3 -0.17 0.19 0.02 0.19 0.07 0.37 0.05 -0.15 0.4 0.34 0.19 0.07 0.11 0.08 0.52
Alpha NA 0.15 0.07 0.0 0.02 0.01 NA NA 0.01 0.04 -0.05 0.04 0.05 -0.03 0.01 0.03 0.05 0.04 -0.04 0.08 -0.03 -0.01 0.1 0.01 0.04 0.02 0.02 0.05 0.04 0.08 -0.02 -0.13 0.01 0.24 -0.12 0.04 0.01 -0.07 0.0 -0.04 0.03 -0.01 -0.01 0.04 0.02 -0.01 -0.04 0.07 0.03 0.04 0.0 0.01 0.05 0.03
Beta NA 0.03 0.02 0.3 0.31 0.5 NA NA 0.53 0.02 0.44 0.42 0.24 0.92 0.23 0.12 0.01 0.31 0.59 0.26 0.69 0.27 0.47 0.51 0.47 0.63 0.8 0.68 0.99 0.61 0.82 0.91 0.32 0.19 0.26 0.11 0.54 0.7 0.68 0.78 0.78 0.5 0.57 0.59 0.43 0.6 0.64 0.59 0.49 0.45 0.29 0.47 0.45 0.42
RSquared NA 0.0 0.0 0.09 0.08 0.2 NA NA 0.2 0.0 0.1 0.21 0.04 0.59 0.05 0.01 0.0 0.05 0.22 0.04 0.36 0.08 0.49 0.42 0.36 0.48 0.39 0.19 0.36 0.13 0.17 0.22 0.04 0.02 0.05 0.01 0.35 0.25 0.17 0.21 0.22 0.14 0.19 0.3 0.26 0.43 0.57 0.31 0.13 0.11 0.07 0.15 0.09 0.08
Yield(%) N/A 1.0 4.2 3.6 4.6 4.9 7.3 6.7 N/A 4.2 3.9 3.8 4.3 4.2 4.4 4.4 4.5 4.7 4.8 4.6 4.8 4.7 5.5 5.7 6.1 4.6 4.5 4.5 7.1 5.4 5.5 2.8 2.7 4.6 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Dividend Growth(%) N/A -74.8 2.0 6.2 8.4 33.1 126.2 568.8 N/A 2.0 2.0 2.1 2.1 2.0 3.0 4.2 3.9 -17.3 29.0 1.9 2.0 2.0 2.1 3.2 4.4 4.7 17.5 -29.6 62.7 0.0 0.0 0.0 0.0 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980

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Related 401K Plans

1. Duke Energy Retirement Savings Plan for Legacy Cinergy Union Employees (IBEW 1393) (0%)
2. DUKE ENERGY RETIREMENT SAVINGS PLAN (0%)
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