Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DUK (Duke Energy Corporation) 13.04% 26.95% 6.15% 11.01% 8.92% 10.89% 9.50% 9.53%
More Performance Analytics Comparison
Name Start Date End Date
DUK (Duke Energy Corporation) 03/17/1980 04/28/2025
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 03/17/1980.
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 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) 0.42 26.95 6.15 11.01 8.92 10.89 9.50 9.53 13.04 15.56 -1.65 2.01 19.09 4.77 10.29 7.42 12.96 13.44 -9.67 26.35 13.00 1.32 30.19 9.47 22.00 -21.68 9.19 26.24 15.66 30.19 11.78 -48.18 -5.39 75.97 -21.76 15.69 19.73 -2.37 24.26 -10.03 17.30 3.21 14.29 9.13 21.35 7.87 -5.25 27.92 21.98 15.42 8.06 12.73 13.79 22.88
Sharpe Ratio NA 1.10 0.08 0.45 0.34 NA NA 0.31 2.04 0.55 -0.33 0.03 1.18 0.11 0.70 0.36 1.22 0.77 -0.50 1.82 1.02 0.11 1.94 0.66 1.02 -0.61 0.30 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 0.50 0.13 0.24 0.17 0.92
Standard Deviation(%) NA 17.62 19.16 19.23 20.70 NA NA 21.56 20.40 16.41 18.06 21.77 16.18 41.31 12.67 17.10 10.12 17.16 19.53 14.43 12.71 11.98 15.58 14.21 21.58 36.84 20.47 15.57 17.13 18.70 34.33 50.17 37.11 30.58 22.19 19.18 16.68 16.39 12.95 16.82 14.68 13.04 19.29 17.33 10.80 15.49 27.88 17.25 16.24 17.39 14.77 21.66 21.46 23.87
Draw Down(%) NA 11.59 24.16 24.16 37.37 NA NA 71.93 6.53 11.59 16.55 24.16 9.98 37.37 9.86 12.20 7.31 14.79 22.13 6.12 12.50 12.22 10.22 6.75 23.96 26.88 18.07 6.98 14.31 14.67 41.25 57.31 27.11 19.02 27.25 15.03 11.78 17.34 6.50 21.35 10.86 10.00 12.24 9.27 8.06 13.52 20.98 15.42 14.98 13.53 8.85 14.66 15.23 17.11
Yield(%) 0.00 4.21 3.59 4.56 4.87 7.17 6.71 26.76 0.97 4.23 3.92 3.85 4.35 4.23 4.42 4.37 4.49 4.72 4.84 4.62 4.75 4.67 5.54 5.72 6.10 4.56 4.49 4.53 7.15 5.41 5.52 2.76 2.66 4.56 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DUK (Duke Energy Corporation) -22.90%
Nov 2000 - Nov 2003 		-11.34%
Feb 1998 - Feb 2003 		-2.29%
Feb 1993 - Feb 2003 		1.85%
Feb 1988 - Feb 2003
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DUK (Duke Energy Corporation) 35.75%
Feb 2003 - Feb 2006 		23.74%
Feb 2003 - Feb 2008 		17.44%
Feb 2003 - Feb 2013 		13.65%
Feb 2003 - Feb 2018
Annualized Rolling Returns Comparison Chart