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-10.59%
This Month
-32.33%
Year To Date
+0.01%
2 Years
-26.63%
5 Years
+86.64%
10 Years
+11.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- ⚡ Utilities99.6%
- 💵 Cash0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE99.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States99.6%
Dividends
Dividend Yield
2.51%
1 out of 1 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NEE (2.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEE | 2.51% | 2.52% | $1.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
3.29
3.29
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.82
0.82
0
1
2
3
3
Jensen's Alpha
3.29
3.29
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.88
High:NEE
27.88NEELow:NEE
27.88NEEDetails
PEG Ratio
N/A
Details
Price/Book
3.51
High:NEE
3.51NEELow:NEE
3.51NEEDetails
Price/Sales
7.25
High:NEE
7.25NEELow:NEE
7.25NEEDetails
Price/CF
13.43
High:NEE
13.43NEELow:NEE
13.43NEEDetails
Price/FCF
2,356.18
High:NEE
2,356.18NEELow:NEE
2,356.18NEEDetails
P/E Ratio
27.88
High:NEE
27.88NEELow:NEE
27.88NEEDetails
PEG Ratio
N/A
Details
Price/Book
3.51
High:NEE
3.51NEELow:NEE
3.51NEEDetails
Price/Sales
7.25
High:NEE
7.25NEELow:NEE
7.25NEEDetails
Price/CF
13.43
High:NEE
13.43NEELow:NEE
13.43NEEDetails
Price/FCF
2,356.18
High:NEE
2,356.18NEELow:NEE
2,356.18NEEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.59% | Feb 2021 | - | 63 |
-2.88% | Dec 2020 | Jan 2021 | 1 |