Performance analysis of Southern California Edison Company 5375 FixedtoFloating Rate Trust Preference Securities (SCE-P-J)
Annual Return
Over the past 3 years, SCE-P-J has had an average annual return of +15.96%, underperforming the benchmark SPY, which returned +19.36% annual.
Over the past 5 years, SCE-P-J has had an average annual return of +6.46%, underperforming the benchmark SPY, which returned +11.65% annual.
Over the past 10 years, SCE-P-J has had an average annual return of +4.14%, underperforming the benchmark SPY, which returned +14.65% annual.
Since Aug 26, 2015, SCE-P-J has had an average annual return of +5.88%, underperforming the benchmark SPY, which returned +14.67% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.35% | +18.05% | +29.71% | -22.82% | +9.16% | +4.97% | +27.96% | -16.74% | +9.85% | -4.46% | +9.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -8.15% | +5.55% | -5.19% | -0.44% | +2.98% | +0.34% | +5.81% | -1.18% | +0.64% | +1.54% | +7.03% | +0.20% | +8.35% |
| 2024 | +3.77% | +3.15% | +1.27% | +0.34% | +2.46% | -1.14% | +1.69% | -0.04% | +2.79% | +1.36% | +0.93% | +0.23% | +18.05% |
| 2023 | +11.05% | +0.15% | +2.58% | +0.25% | -1.33% | +0.07% | +3.14% | +3.04% | +0.26% | -5.16% | +8.14% | +5.11% | +29.71% |
| 2022 | -2.04% | -10.31% | +7.11% | -6.20% | -0.32% | -5.95% | +1.24% | -1.47% | -0.18% | -8.85% | +3.90% | -1.11% | -22.82% |
| 2021 | -0.09% | -1.24% | +6.90% | -0.44% | -0.15% | +0.71% | +0.60% | +0.20% | +0.13% | +1.05% | -0.96% | +2.33% | +9.16% |
| 2020 | +1.80% | -9.02% | -16.93% | +17.95% | +1.19% | -6.74% | +8.05% | +4.74% | -1.53% | -0.72% | +8.26% | +2.32% | +4.97% |
| 2019 | -2.47% | +14.90% | -1.54% | +5.08% | +0.13% | +6.04% | +0.70% | +0.16% | -1.11% | -2.39% | +2.92% | +3.74% | +27.96% |
| 2018 | -4.34% | +2.71% | +2.73% | -0.12% | -0.89% | +0.79% | +0.28% | +0.87% | -3.49% | -2.38% | -12.90% | -0.38% | -16.74% |
| 2017 | +6.24% | +2.25% | +1.84% | +2.90% | +2.78% | +0.30% | -0.36% | -2.66% | +0.38% | -0.55% | -1.59% | -1.75% | +9.85% |
Drawdown analysis of Southern California Edison Company 5375 FixedtoFloating Rate Trust Preference Securities (SCE-P-J)
The maximum drawdown for the SCE-P-J was -39.64%, occurring on Mar 23, 2020. Recovery took 176 trading sessions.
The current SCE-P-J drawdown is -0.04%.
Since Aug 26, 2015 SCE-P-J has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -39.64% | Feb 3, 2020 | 34 | Mar 23, 2020 | 176 | Dec 1, 2020 | 210 |
| -28.49% | May 16, 2017 | 405 | Dec 24, 2018 | 258 | Jan 3, 2020 | 663 |
| -26.65% | Jan 10, 2022 | 197 | Oct 21, 2022 | 287 | Dec 13, 2023 | 484 |
| -17.47% | Jul 27, 2016 | 99 | Dec 15, 2016 | 98 | May 9, 2017 | 197 |
| -14.16% | Jan 3, 2025 | 67 | Apr 11, 2025 | 88 | Aug 19, 2025 | 155 |
| -8.89% | Jan 5, 2016 | 26 | Feb 11, 2016 | 56 | May 3, 2016 | 82 |
| -4.45% | Mar 21, 2024 | 19 | Apr 18, 2024 | 12 | May 6, 2024 | 31 |
| -4.40% | Feb 10, 2021 | 11 | Feb 26, 2021 | 6 | Mar 8, 2021 | 17 |
| -3.56% | Jul 16, 2024 | 16 | Aug 7, 2024 | 37 | Sep 30, 2024 | 53 |
| -3.55% | Dec 21, 2023 | 7 | Jan 3, 2024 | 15 | Jan 25, 2024 | 22 |
| -3.26% | May 7, 2021 | 4 | May 13, 2021 | 115 | Oct 26, 2021 | 119 |
| -3.23% | Oct 16, 2015 | 16 | Nov 9, 2015 | 27 | Dec 17, 2015 | 43 |
| -2.93% | Aug 19, 2025 | 8 | Aug 29, 2025 | 41 | Oct 28, 2025 | 49 |
| -2.65% | Jun 8, 2016 | 11 | Jun 23, 2016 | 6 | Jul 1, 2016 | 17 |
| -2.63% | Dec 30, 2020 | 8 | Jan 12, 2021 | 15 | Feb 3, 2021 | 23 |
| -2.59% | Mar 11, 2021 | 5 | Mar 18, 2021 | 9 | Mar 31, 2021 | 14 |
| -2.20% | Jul 8, 2016 | 1 | Jul 11, 2016 | 4 | Jul 15, 2016 | 5 |
| -1.76% | May 17, 2016 | 2 | May 19, 2016 | 2 | May 23, 2016 | 4 |
| -1.76% | Apr 23, 2021 | 5 | Apr 30, 2021 | 2 | May 4, 2021 | 7 |
| -1.76% | May 6, 2024 | 2 | May 8, 2024 | 5 | May 15, 2024 | 7 |
| -1.67% | Jun 6, 2024 | 7 | Jun 17, 2024 | 11 | Jul 3, 2024 | 18 |
| -1.67% | Dec 17, 2024 | 2 | Dec 19, 2024 | 9 | Jan 3, 2025 | 11 |
| -1.51% | Feb 2, 2024 | 1 | Feb 5, 2024 | 13 | Feb 23, 2024 | 14 |
| -1.45% | Oct 29, 2025 | 2 | Oct 31, 2025 | 8 | Nov 12, 2025 | 10 |
| -1.41% | May 16, 2024 | 9 | May 30, 2024 | 1 | May 31, 2024 | 10 |