Performance analysis of NextEra Energy Inc 7.234 Corporate Units (NEE-P-T)
Annual Return
Since Nov 4, 2024, NEE-P-T has had an average annual return of +10.01%, underperforming the benchmark SPY, which returned +18.68% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +7% | +15.80% | -5.00% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +6.64% | +2.90% | -0.04% | +4.25% | -8.05% | +0.35% | +1.42% | +7% | |||||
| 2025 | -0.05% | -0.09% | +2.09% | -4.88% | +5.30% | -0.94% | +2.02% | +2.81% | +3.40% | +5.92% | +4.85% | -4.93% | +15.80% |
| 2024 | +1.83% | -6.71% | -5.00% |
Drawdown analysis of NextEra Energy Inc 7.234 Corporate Units (NEE-P-T)
The maximum drawdown for the NEE-P-T was -12.80%, occurring on Apr 8, 2025. Recovery took 65 trading sessions.
The current NEE-P-T drawdown is -6.42%.
Since Nov 4, 2024 NEE-P-T has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.80% | Nov 29, 2024 | 87 | Apr 8, 2025 | 65 | Jul 14, 2025 | 152 |
| -9.83% | Apr 30, 2026 | 21 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -6.59% | Nov 28, 2025 | 26 | Jan 7, 2026 | 13 | Jan 27, 2026 | 39 |
| -6.03% | Jul 22, 2025 | 7 | Jul 31, 2025 | 13 | Aug 19, 2025 | 20 |
| -5.00% | Aug 20, 2025 | 13 | Sep 9, 2025 | 13 | Sep 26, 2025 | 26 |
| -4.81% | Feb 25, 2026 | 18 | Mar 23, 2026 | 27 | Apr 30, 2026 | 45 |
| -3.59% | Oct 15, 2025 | 12 | Oct 31, 2025 | 7 | Nov 11, 2025 | 19 |
| -3.26% | Nov 5, 2024 | 1 | Nov 6, 2024 | 14 | Nov 26, 2024 | 15 |
| -2.18% | Nov 12, 2025 | 2 | Nov 14, 2025 | 9 | Nov 28, 2025 | 11 |
| -2.15% | Feb 13, 2026 | 2 | Feb 18, 2026 | 4 | Feb 24, 2026 | 6 |
| -1.41% | Feb 4, 2026 | 1 | Feb 5, 2026 | 3 | Feb 10, 2026 | 4 |
| -1.16% | Jan 29, 2026 | 2 | Feb 2, 2026 | 1 | Feb 3, 2026 | 3 |
| -1.12% | Sep 26, 2025 | 2 | Sep 30, 2025 | 1 | Oct 1, 2025 | 3 |
| -0.98% | Oct 8, 2025 | 2 | Oct 10, 2025 | 2 | Oct 14, 2025 | 4 |
| -0.67% | Jul 15, 2025 | 1 | Jul 16, 2025 | 2 | Jul 18, 2025 | 3 |
| -0.49% | Oct 1, 2025 | 1 | Oct 2, 2025 | 1 | Oct 3, 2025 | 2 |
| -0.16% | Feb 11, 2026 | 1 | Feb 12, 2026 | 1 | Feb 13, 2026 | 2 |