Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEE-PT (NextEra Energy, Inc) | 5.23% | 16.87% | NA | NA | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 10/29/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEE-PT (NextEra Energy, Inc) | 10/29/2024 | 06/17/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.71 | 16.87 | NA | NA | NA | NA | NA | … | … | 5.23 | 15.74 | -6.17 |
| Sharpe Ratio | NA | 0.72 | NA | NA | NA | NA | NA | … | … | 0.56 | 0.64 | -2.12 |
| Standard Deviation(%) | NA | 16.88 | NA | NA | NA | NA | NA | … | … | 17.06 | 20.12 | 16.21 |
| Draw Down(%) | NA | 9.84 | NA | NA | NA | NA | NA | … | … | 9.84 | 12.03 | 7.92 |
| Yield(%) | 0.00 | 7.93 | 3.73 | 2.24 | 1.12 | 0.75 | 0.56 | … | … | 3.70 | 7.94 | 0.00 |
Data as of 06/17/2026, Common starting date is 10/29/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEE-PT (NextEra Energy, Inc) |
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 |
|---|---|---|---|---|
| NEE-PT (NextEra Energy, Inc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart