Performance analysis of Duke Energy (DUK-P-A)
Annual Return
Over the past 3 years, DUK-P-A has had an average annual return of +4.90%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, DUK-P-A has had an average annual return of +3.02%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Mar 26, 2019, DUK-P-A has had an average annual return of +5.32%, underperforming the benchmark SPY, which returned +16.51% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.12% | +8.48% | +5.79% | +10.51% | -9.55% | +1.02% | +8.30% | +13.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1% | +0.59% | -2.84% | +2.88% | +0.28% | +0.28% | +2.12% | ||||||
| 2025 | +2.17% | +1.81% | -1.72% | +1.54% | +0.60% | -1.69% | +2.26% | +0.76% | +1.25% | +0.12% | +0.79% | +0.37% | +8.48% |
| 2024 | +2.74% | +2.85% | -2.25% | -0.40% | +2.43% | +0.04% | -0.48% | +2.08% | -0.11% | +0.60% | +0.22% | -1.93% | +5.79% |
| 2023 | +10.22% | -1.12% | +1.28% | +1.18% | +0.06% | -2.36% | +1.77% | +0.83% | -4.67% | -4.05% | +9.15% | -1.13% | +10.51% |
| 2022 | -2.30% | -0.25% | -1.45% | +0.46% | +1% | -2.78% | +5.12% | -3.46% | -4.92% | -1.50% | +5.34% | -4.65% | -9.55% |
| 2021 | -2.24% | -3.25% | +3.87% | +1.23% | +1.23% | +2.72% | -0.98% | -1.18% | -0.22% | +0.36% | -2.75% | +2.51% | +1.02% |
| 2020 | +1.95% | -3.78% | -3.20% | +6.20% | +1.70% | -2.78% | +5.90% | +0.22% | -2.55% | +2.58% | +1.17% | +1.20% | +8.30% |
| 2019 | +0.32% | +2.15% | +2.81% | -0.08% | +4.65% | +1.71% | -0.46% | +0.98% | -2.07% | +2.74% | +13.32% |
Drawdown analysis of Duke Energy (DUK-P-A)
The maximum drawdown for the DUK-P-A was -20.15%, occurring on Mar 23, 2020. Recovery took 81 trading sessions.
The current DUK-P-A drawdown is -0.45%.
Since Mar 26, 2019 DUK-P-A has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.15% | Feb 10, 2020 | 29 | Mar 23, 2020 | 81 | Jul 17, 2020 | 110 |
| -14.94% | Aug 6, 2021 | 304 | Oct 20, 2022 | 312 | Jan 19, 2024 | 616 |
| -5.62% | Dec 30, 2020 | 38 | Feb 25, 2021 | 41 | Apr 26, 2021 | 79 |
| -4.25% | Oct 16, 2024 | 59 | Jan 13, 2025 | 22 | Feb 13, 2025 | 81 |
| -3.65% | Mar 7, 2024 | 26 | Apr 15, 2024 | 37 | Jun 6, 2024 | 63 |
| -3.54% | Sep 4, 2019 | 8 | Sep 16, 2019 | 20 | Oct 14, 2019 | 28 |
| -3.41% | Aug 20, 2020 | 28 | Sep 30, 2020 | 17 | Oct 23, 2020 | 45 |
| -3.38% | Mar 3, 2026 | 20 | Mar 31, 2026 | 27 | May 8, 2026 | 47 |
| -3.28% | Mar 17, 2025 | 19 | Apr 11, 2025 | 36 | Jun 4, 2025 | 55 |
| -3.17% | Oct 14, 2019 | 18 | Nov 7, 2019 | 31 | Dec 23, 2019 | 49 |
| -2.98% | Jul 6, 2021 | 15 | Jul 27, 2021 | 8 | Aug 6, 2021 | 23 |
| -2.52% | Jul 30, 2019 | 6 | Aug 7, 2019 | 6 | Aug 15, 2019 | 12 |
| -2.23% | Jul 30, 2020 | 5 | Aug 6, 2020 | 8 | Aug 18, 2020 | 13 |
| -2.22% | May 4, 2021 | 6 | May 12, 2021 | 12 | May 28, 2021 | 18 |
| -2.14% | Jun 4, 2025 | 16 | Jun 27, 2025 | 8 | Jul 10, 2025 | 24 |
| -2.00% | Sep 13, 2024 | 11 | Sep 30, 2024 | 12 | Oct 16, 2024 | 23 |
| -1.68% | Oct 23, 2020 | 3 | Oct 28, 2020 | 8 | Nov 9, 2020 | 11 |
| -1.50% | Sep 19, 2025 | 6 | Sep 29, 2025 | 31 | Nov 11, 2025 | 37 |
| -1.36% | May 11, 2026 | 6 | May 19, 2026 | 6 | May 28, 2026 | 12 |
| -1.35% | Jul 30, 2024 | 1 | Jul 31, 2024 | 6 | Aug 8, 2024 | 7 |
| -1.34% | Feb 1, 2024 | 3 | Feb 6, 2024 | 4 | Feb 12, 2024 | 7 |
| -1.20% | Aug 22, 2025 | 5 | Aug 29, 2025 | 4 | Sep 5, 2025 | 9 |
| -1.17% | Apr 26, 2021 | 4 | Apr 30, 2021 | 2 | May 4, 2021 | 6 |
| -1.07% | Jun 27, 2024 | 7 | Jul 9, 2024 | 15 | Jul 30, 2024 | 22 |
| -0.92% | Feb 25, 2025 | 9 | Mar 10, 2025 | 5 | Mar 17, 2025 | 14 |