Performance analysis of Duke Energy (DUKB)
Annual Return
Over the past 3 years, DUKB has had an average annual return of +3.06%, underperforming the benchmark SPY, which returned +19.56% annual.
Over the past 5 years, DUKB has had an average annual return of +2.15%, underperforming the benchmark SPY, which returned +12.67% annual.
Since Sep 20, 2018, DUKB has had an average annual return of +4.54%, underperforming the benchmark SPY, which returned +14.43% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -3.93% | +10.18% | +6.45% | +9.12% | -9.71% | -2.17% | +12.11% | +19.86% | -2.96% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.08% | +0.08% | -4.35% | +3.44% | -0.79% | -1.31% | -0.99% | -3.93% | |||||
| 2025 | +4.06% | +1.02% | -2.50% | +3.14% | +0.16% | -3.07% | +3.02% | +0.90% | +3.44% | -2.45% | +1.85% | +0.48% | +10.18% |
| 2024 | +7.87% | -0.39% | -1.32% | -3.99% | +4.46% | +3.66% | -1.27% | +0.61% | +0.78% | +0.48% | -1.08% | -2.94% | +6.45% |
| 2023 | +10.53% | -0.20% | +1.05% | -0% | +0.48% | +1.73% | -0.31% | -1.47% | -1.71% | -8.15% | +9.87% | -1.71% | +9.12% |
| 2022 | -1.80% | -1.07% | +0.40% | -0.85% | +1.13% | -0.85% | +3.18% | -4.81% | +0.44% | -3.35% | +2.92% | -5.12% | -9.71% |
| 2021 | -5.05% | -2.49% | +2.07% | +0.26% | +0.79% | +2.96% | -0.14% | -1.34% | -0.11% | +3.24% | -4.02% | +2.02% | -2.17% |
| 2020 | +2% | -4.79% | -1.09% | +5.70% | +2.14% | -2.79% | +5.39% | +0.78% | -0.96% | +0.11% | +1.99% | +3.52% | +12.11% |
| 2019 | +5.04% | +1.81% | +1.53% | +1.73% | +3.05% | +1.34% | +2.29% | +2.63% | -0.82% | -0.95% | -1.77% | +2.58% | +19.86% |
| 2018 | +0.52% | -2.64% | -1.11% | +0.27% | -2.96% |
Drawdown analysis of Duke Energy (DUKB)
The maximum drawdown for the DUKB was -18.73%, occurring on Mar 18, 2020. Recovery took 51 trading sessions.
The current DUKB drawdown is -5.11%.
Since Sep 20, 2018 DUKB has experienced the following drawdowns:
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.73% | Feb 11, 2020 | 25 | Mar 18, 2020 | 51 | Jun 1, 2020 | 76 |
| -12.56% | Sep 20, 2023 | 21 | Oct 19, 2023 | 62 | Jan 19, 2024 | 83 |
| -11.78% | Dec 30, 2020 | 465 | Nov 3, 2022 | 147 | Jun 7, 2023 | 612 |
| -7.16% | Mar 21, 2024 | 27 | Apr 30, 2024 | 40 | Jun 27, 2024 | 67 |
| -7.12% | Oct 16, 2024 | 59 | Jan 13, 2025 | 43 | Mar 17, 2025 | 102 |
| -5.90% | Sep 28, 2018 | 61 | Dec 27, 2018 | 7 | Jan 8, 2019 | 68 |
| -5.37% | Dec 11, 2025 | 74 | Mar 31, 2026 | Ongoing | Ongoing | Ongoing |
| -4.55% | Sep 4, 2019 | 8 | Sep 16, 2019 | 76 | Jan 3, 2020 | 84 |
| -4.19% | Mar 20, 2025 | 10 | Apr 3, 2025 | 31 | May 19, 2025 | 41 |
| -4.11% | Jun 30, 2023 | 35 | Aug 21, 2023 | 21 | Sep 20, 2023 | 56 |
| -4.04% | May 19, 2025 | 28 | Jun 30, 2025 | 35 | Aug 19, 2025 | 63 |
| -4.00% | Jun 4, 2020 | 18 | Jun 30, 2020 | 11 | Jul 16, 2020 | 29 |
| -3.77% | Sep 17, 2025 | 34 | Nov 4, 2025 | 26 | Dec 11, 2025 | 60 |
| -2.66% | Jul 30, 2019 | 6 | Aug 7, 2019 | 5 | Aug 14, 2019 | 11 |
| -2.63% | Oct 9, 2020 | 13 | Oct 28, 2020 | 5 | Nov 4, 2020 | 18 |
| -2.25% | Jun 8, 2023 | 14 | Jun 29, 2023 | 1 | Jun 30, 2023 | 15 |
| -2.12% | Sep 17, 2024 | 9 | Sep 30, 2024 | 12 | Oct 16, 2024 | 21 |
| -2.03% | Sep 22, 2020 | 6 | Sep 30, 2020 | 7 | Oct 9, 2020 | 13 |
| -1.93% | Jul 31, 2020 | 4 | Aug 6, 2020 | 8 | Aug 18, 2020 | 12 |
| -1.63% | Jul 11, 2024 | 9 | Jul 24, 2024 | 15 | Aug 14, 2024 | 24 |
| -1.60% | Jun 3, 2019 | 9 | Jun 14, 2019 | 9 | Jun 27, 2019 | 18 |
| -1.56% | Jan 10, 2019 | 4 | Jan 16, 2019 | 9 | Jan 30, 2019 | 13 |
| -1.56% | Mar 15, 2019 | 6 | Mar 25, 2019 | 9 | Apr 5, 2019 | 15 |
| -1.43% | Jan 14, 2020 | 7 | Jan 24, 2020 | 8 | Feb 5, 2020 | 15 |
| -1.38% | Aug 21, 2024 | 7 | Aug 30, 2024 | 6 | Sep 10, 2024 | 13 |