Performance analysis of NextEra Energy Inc Corporate Units expiring 09012019 (NEE-P-R)
Annual Return
Over the past 3 years, NEE-P-R has had an average annual return of +2.63%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, NEE-P-R has had an average annual return of -7.42%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Aug 3, 2016, NEE-P-R has had an average annual return of +2.11%, underperforming the benchmark SPY, which returned +15.39% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2019 | 2018 | 2017 | 2016 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +6.82% | +16.50% | -17.62% | -26.36% | +24.26% | +8.17% | +21.34% | -0.30% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2025 | +1.37% | -1.00% | +1.07% | -5.24% | +5.68% | -0.21% | +2.54% | +2.77% | +6.82% | ||||
| 2024 | -2.39% | -3.52% | +11.11% | +4.68% | +13.65% | -8.71% | +6.44% | +4% | +2.88% | -3.47% | -1.06% | -5.74% | +16.50% |
| 2023 | -4.46% | -4.78% | +3.46% | +2.14% | -1.32% | -1.20% | +0.97% | -5.61% | -10.57% | -0.76% | +0.97% | +2.92% | -17.62% |
| 2022 | -32.74% | +6.72% | +2.60% | -26.36% | |||||||||
| 2019 | +2.90% | +3.84% | +1.71% | +0.87% | +2.12% | +3.13% | +1.76% | +5.77% | +24.26% | ||||
| 2018 | +0.64% | -0.88% | +4.27% | +0.24% | -0.75% | +0.89% | +0.26% | +1.06% | -0.27% | +1.84% | +3.76% | -2.97% | +8.17% |
| 2017 | +2.23% | +6.04% | -2.53% | +1.94% | +3.39% | +1.92% | +2.87% | +1.45% | -0.58% | +3.26% | +0.13% | -0.35% | +21.34% |
Drawdown analysis of NextEra Energy Inc Corporate Units expiring 09012019 (NEE-P-R)
The maximum drawdown for the NEE-P-R was -49.60%, occurring on Oct 9, 2023. This drawdown has not yet recovered.
The current NEE-P-R drawdown is -26.36%.
Since Aug 3, 2016 NEE-P-R has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.60% | Aug 27, 2019 | 253 | Oct 9, 2023 | Ongoing | Ongoing | Ongoing |
| -8.53% | Aug 15, 2016 | 69 | Nov 21, 2016 | 52 | Feb 7, 2017 | 121 |
| -6.34% | Dec 3, 2018 | 14 | Dec 24, 2018 | 31 | Feb 8, 2019 | 45 |
| -6.02% | Dec 14, 2017 | 37 | Feb 8, 2018 | 25 | Mar 16, 2018 | 62 |
| -4.99% | Apr 27, 2018 | 14 | May 17, 2018 | 34 | Jul 6, 2018 | 48 |
| -3.66% | Jun 24, 2019 | 2 | Jun 26, 2019 | 5 | Jul 3, 2019 | 7 |
| -3.59% | Mar 26, 2019 | 30 | May 8, 2019 | 6 | May 16, 2019 | 36 |
| -3.48% | Sep 10, 2018 | 13 | Sep 27, 2018 | 31 | Nov 9, 2018 | 44 |
| -3.46% | Feb 28, 2017 | 24 | Apr 3, 2017 | 13 | Apr 21, 2017 | 37 |
| -3.42% | Jul 6, 2018 | 16 | Jul 30, 2018 | 13 | Aug 16, 2018 | 29 |
| -3.07% | Aug 18, 2017 | 24 | Sep 22, 2017 | 13 | Oct 11, 2017 | 37 |
| -2.97% | Oct 27, 2017 | 4 | Nov 2, 2017 | 8 | Nov 14, 2017 | 12 |
| -2.81% | Aug 20, 2018 | 10 | Sep 4, 2018 | 4 | Sep 10, 2018 | 14 |
| -2.58% | Jul 18, 2019 | 9 | Jul 31, 2019 | 5 | Aug 7, 2019 | 14 |
| -2.33% | May 23, 2019 | 5 | May 31, 2019 | 3 | Jun 5, 2019 | 8 |
| -2.18% | Apr 21, 2017 | 3 | Apr 26, 2017 | 5 | May 3, 2017 | 8 |
| -2.12% | Apr 6, 2018 | 4 | Apr 12, 2018 | 10 | Apr 26, 2018 | 14 |
| -2.09% | Jun 7, 2017 | 2 | Jun 9, 2017 | 4 | Jun 15, 2017 | 6 |
| -2.08% | Jun 23, 2017 | 7 | Jul 5, 2017 | 2 | Jul 7, 2017 | 9 |
| -1.95% | Aug 16, 2017 | 1 | Aug 17, 2017 | 1 | Aug 18, 2017 | 2 |
| -1.64% | Nov 12, 2018 | 2 | Nov 14, 2018 | 1 | Nov 15, 2018 | 3 |
| -1.61% | Jun 6, 2019 | 3 | Jun 11, 2019 | 3 | Jun 14, 2019 | 6 |
| -1.42% | Mar 15, 2019 | 2 | Mar 19, 2019 | 2 | Mar 21, 2019 | 4 |
| -1.41% | Nov 15, 2018 | 5 | Nov 23, 2018 | 5 | Nov 30, 2018 | 10 |
| -1.35% | Nov 28, 2017 | 2 | Nov 30, 2017 | 10 | Dec 14, 2017 | 12 |