Performance analysis of Duke Energy (DUK)
Annual Return
Over the past 3 years, DUK has had an average annual return of +14.36%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, DUK has had an average annual return of +8.27%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, DUK has had an average annual return of +8.17%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, DUK has had an average annual return of +8.34%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.57% | +12.73% | +15.50% | -1.64% | +2.04% | +19.11% | +4.75% | +10.26% | +7.38% | +12.96% | +13.49% | -10.76% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +26.36% | +13.01% | +1.36% | +30.25% | +9.54% | +22.02% | -21.65% | +9.50% | +26.25% | +13.12% | +30.20% | +11.93% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -48.20% | -5.35% | +76.81% | -9.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.53% | +8.73% | +0.07% | -1.06% | -4.43% | +3.43% | -0.54% | +9.57% | |||||
| 2025 | +3.95% | +5.89% | +3.81% | +0.04% | -2.66% | +0.24% | +3.08% | +1.57% | +1.03% | +0.44% | +0.58% | -5.43% | +12.73% |
| 2024 | -1.25% | -3.11% | +5.31% | +1.60% | +6.46% | -3.23% | +9.02% | +5.25% | +1.18% | -0.03% | +2.49% | -7.95% | +15.50% |
| 2023 | -0.52% | -7.05% | +2.34% | +2.50% | -8.77% | +0.50% | +4.32% | -4.08% | -0.61% | +0.72% | +4.99% | +5.16% | -1.64% |
| 2022 | +0.15% | -3.47% | +11.20% | -1.34% | +3.07% | -4.72% | +2.54% | -1.85% | -12.99% | +0.17% | +8.37% | +3.06% | +2.04% |
| 2021 | +2.67% | -7.97% | +12.78% | +4.31% | +0.46% | -1.50% | +6.47% | +0.50% | -6.76% | +4.53% | -3.98% | +8.13% | +19.11% |
| 2020 | +7.04% | -5.19% | -11.80% | +4.67% | +2.31% | -6.70% | +6.07% | -4.08% | +10.23% | +4.01% | +1.63% | -1.19% | +4.75% |
| 2019 | +1.71% | +3.22% | +0.38% | +1.24% | -5.04% | +3.07% | -1.72% | +8.07% | +3.36% | -1.67% | -5.46% | +3.45% | +10.26% |
| 2018 | -6.67% | -2.91% | +2.83% | +3.47% | -2.59% | +2.49% | +3.21% | +0.67% | -1.50% | +3.26% | +8.34% | -2.56% | +7.38% |
| 2017 | +1.18% | +6.28% | -0.65% | +0.60% | +4.93% | -2.44% | +1.83% | +3.62% | -3.87% | +5.23% | +1.99% | -5.68% | +12.96% |
Drawdown analysis of Duke Energy (DUK)
The maximum drawdown for the DUK was -71.89%, occurring on Mar 10, 2003. Recovery took 1034 trading sessions.
The current DUK drawdown is -4.57%.
Since Nov 1, 1999 DUK has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.89% | Apr 26, 2001 | 466 | Mar 10, 2003 | 1034 | Apr 18, 2007 | 1500 |
| -38.89% | Dec 13, 2007 | 309 | Mar 9, 2009 | 382 | Sep 13, 2010 | 691 |
| -37.37% | Feb 21, 2020 | 21 | Mar 23, 2020 | 266 | Apr 13, 2021 | 287 |
| -26.75% | Nov 30, 2000 | 28 | Jan 11, 2001 | 68 | Apr 20, 2001 | 96 |
| -24.16% | May 27, 2022 | 94 | Oct 12, 2022 | 438 | Jul 12, 2024 | 532 |
| -23.07% | Jan 29, 2015 | 203 | Nov 17, 2015 | 152 | Jun 27, 2016 | 355 |
| -19.03% | Jan 27, 2000 | 30 | Mar 10, 2000 | 24 | Apr 13, 2000 | 54 |
| -18.13% | Nov 14, 2017 | 142 | Jun 11, 2018 | 112 | Nov 16, 2018 | 254 |
| -18.06% | Apr 25, 2007 | 67 | Jul 31, 2007 | 89 | Dec 5, 2007 | 156 |
| -16.23% | Nov 2, 1999 | 28 | Dec 13, 1999 | 27 | Jan 21, 2000 | 55 |
| -14.78% | Jul 6, 2016 | 104 | Dec 1, 2016 | 117 | May 22, 2017 | 221 |
| -12.52% | Apr 29, 2013 | 37 | Jun 20, 2013 | 201 | Apr 8, 2014 | 238 |
| -12.20% | Jun 18, 2012 | 104 | Nov 15, 2012 | 50 | Jan 30, 2013 | 154 |
| -11.61% | Oct 18, 2024 | 42 | Dec 18, 2024 | 48 | Mar 3, 2025 | 90 |
| -10.90% | Sep 12, 2000 | 7 | Sep 21, 2000 | 5 | Sep 28, 2000 | 12 |
| -10.88% | Oct 22, 2025 | 34 | Dec 10, 2025 | 44 | Feb 13, 2026 | 78 |
| -10.21% | May 17, 2011 | 57 | Aug 8, 2011 | 25 | Sep 13, 2011 | 82 |
| -9.98% | Aug 16, 2021 | 30 | Sep 28, 2021 | 110 | Mar 7, 2022 | 140 |
| -9.86% | Oct 4, 2019 | 34 | Nov 21, 2019 | 42 | Jan 24, 2020 | 76 |
| -9.79% | May 22, 2000 | 28 | Jun 30, 2000 | 12 | Jul 19, 2000 | 40 |
| -9.38% | Mar 16, 2026 | 53 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -9.34% | Apr 3, 2025 | 28 | May 14, 2025 | 55 | Aug 4, 2025 | 83 |
| -7.97% | Dec 13, 2018 | 20 | Jan 14, 2019 | 37 | Mar 8, 2019 | 57 |
| -7.74% | Oct 17, 2000 | 7 | Oct 26, 2000 | 16 | Nov 17, 2000 | 23 |
| -7.48% | Oct 2, 2000 | 3 | Oct 5, 2000 | 8 | Oct 17, 2000 | 11 |