Performance analysis of NextEra Energy Inc. Corporate Units (NEE-P-Q)
Annual Return
Over the past 3 years, NEE-P-Q has had an average annual return of -6.00%, underperforming the benchmark SPY, which returned -0.47% annual.
Over the past 5 years, NEE-P-Q has had an average annual return of -3.21%, underperforming the benchmark SPY, which returned +2.71% annual.
Over the past 10 years, NEE-P-Q has had an average annual return of -2.16%, underperforming the benchmark SPY, which returned +12.82% annual.
Since Sep 18, 2015, NEE-P-Q has had an average annual return of +0.82%, underperforming the benchmark SPY, which returned +13.04% annual.
| 2023 | 2022 | 2021 | 2020 | 2018 | 2017 | 2016 | 2015 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -5.06% | -12.81% | +12.73% | -31.19% | +12.29% | +27.54% | +12.87% | +2.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | -5.15% | -0.92% | +4.65% | +0.49% | +0.83% | +0.70% | +0.96% | -6.28% | -5.06% | ||||
| 2022 | -11.26% | -2.51% | +4.87% | -9.95% | +3.68% | +0.21% | +7.59% | -0.97% | -7.28% | -0.64% | +4.36% | +0.28% | -12.81% |
| 2021 | +3.60% | -8.74% | +2.12% | +1.76% | -4.15% | +2.11% | +5.05% | +3.81% | -5.12% | +7.22% | -1.46% | +7.24% | +12.73% |
| 2020 | -36.84% | +3.32% | +0.44% | +4.99% | -31.19% | ||||||||
| 2018 | +1.98% | -3.43% | +7.67% | +0.58% | +0.46% | +2.29% | -0.08% | +2.54% | +12.29% | ||||
| 2017 | +2.91% | +4.95% | -1.08% | +1.86% | +5.35% | +0.22% | +3.26% | +3.71% | -2.33% | +5.19% | +2.09% | -1.18% | +27.54% |
Drawdown analysis of NextEra Energy Inc. Corporate Units (NEE-P-Q)
The maximum drawdown for the NEE-P-Q was -40.73%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current NEE-P-Q drawdown is -37.12%.
Since Sep 18, 2015 NEE-P-Q has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.73% | Aug 17, 2018 | 534 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -13.20% | Jun 30, 2016 | 94 | Nov 11, 2016 | 125 | May 15, 2017 | 219 |
| -7.03% | Dec 15, 2017 | 37 | Feb 9, 2018 | 22 | Mar 14, 2018 | 59 |
| -6.88% | Oct 22, 2015 | 29 | Dec 3, 2015 | 38 | Jan 29, 2016 | 67 |
| -5.30% | May 30, 2018 | 8 | Jun 11, 2018 | 9 | Jun 22, 2018 | 17 |
| -5.03% | Apr 30, 2018 | 13 | May 17, 2018 | 8 | May 30, 2018 | 21 |
| -4.48% | Feb 24, 2016 | 3 | Feb 29, 2016 | 7 | Mar 9, 2016 | 10 |
| -4.15% | Apr 18, 2016 | 3 | Apr 21, 2016 | 27 | May 31, 2016 | 30 |
| -3.45% | Sep 11, 2017 | 12 | Sep 27, 2017 | 13 | Oct 16, 2017 | 25 |
| -3.24% | Jun 26, 2017 | 6 | Jul 5, 2017 | 15 | Jul 26, 2017 | 21 |
| -2.96% | Apr 8, 2016 | 1 | Apr 11, 2016 | 5 | Apr 18, 2016 | 6 |
| -2.81% | Mar 29, 2018 | 9 | Apr 12, 2018 | 11 | Apr 27, 2018 | 20 |
| -2.77% | Jul 6, 2018 | 1 | Jul 9, 2018 | 8 | Jul 19, 2018 | 9 |
| -2.75% | Oct 31, 2017 | 2 | Nov 2, 2017 | 3 | Nov 7, 2017 | 5 |
| -2.69% | Mar 31, 2016 | 4 | Apr 6, 2016 | 2 | Apr 8, 2016 | 6 |
| -2.52% | Jul 19, 2018 | 7 | Jul 30, 2018 | 4 | Aug 3, 2018 | 11 |
| -2.24% | Feb 3, 2016 | 6 | Feb 11, 2016 | 4 | Feb 18, 2016 | 10 |
| -2.10% | Sep 29, 2015 | 2 | Oct 1, 2015 | 6 | Oct 9, 2015 | 8 |
| -1.92% | Jun 17, 2016 | 5 | Jun 24, 2016 | 1 | Jun 27, 2016 | 6 |
| -1.78% | Aug 28, 2017 | 6 | Sep 6, 2017 | 3 | Sep 11, 2017 | 9 |
| -1.73% | Jun 7, 2017 | 3 | Jun 12, 2017 | 4 | Jun 16, 2017 | 7 |
| -1.50% | Nov 28, 2017 | 5 | Dec 5, 2017 | 2 | Dec 7, 2017 | 7 |
| -1.49% | May 31, 2016 | 2 | Jun 2, 2016 | 3 | Jun 7, 2016 | 5 |
| -1.48% | Mar 22, 2018 | 1 | Mar 23, 2018 | 2 | Mar 27, 2018 | 3 |
| -1.47% | Mar 21, 2016 | 1 | Mar 22, 2016 | 1 | Mar 23, 2016 | 2 |