Performance analysis of Southern California Edison Company 545 FixedtoFloating Rate Trust Preference Securities (SCE-P-K)
Annual Return
Over the past 3 years, SCE-P-K has had an average annual return of +10.75%, underperforming the benchmark SPY, which returned +17.17% annual.
Over the past 5 years, SCE-P-K has had an average annual return of +5.73%, underperforming the benchmark SPY, which returned +10.93% annual.
Over the past 10 years, SCE-P-K has had an average annual return of +4.20%, underperforming the benchmark SPY, which returned +14.25% annual.
Since Mar 10, 2016, SCE-P-K has had an average annual return of +5.22%, underperforming the benchmark SPY, which returned +14.74% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.56% | +8.42% | +6.80% | +32.89% | -17.65% | +3.54% | +10.13% | +25.18% | -16.42% | +8.48% | +1.02% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.20% | +0.76% | +0.00600% | +0.56% | |||||||||
| 2025 | -5.53% | +3.40% | -3.28% | -0.61% | +0.70% | +0.95% | +3.68% | -0.51% | +1.99% | +1.10% | +5.60% | +1.12% | +8.42% |
| 2024 | -0.86% | +2.40% | -1.30% | +2.12% | +1.67% | +1.03% | -2.57% | +1.77% | +1.16% | +0.52% | +1.01% | -0.23% | +6.80% |
| 2023 | +14.35% | +3.47% | -1.11% | -0.54% | +0.99% | +0.51% | +1.39% | +1.33% | -2.89% | +0.69% | +6.39% | +5.24% | +32.89% |
| 2022 | -0.32% | -6.62% | +8.33% | -4.48% | +0.55% | -7.88% | +7.58% | -6.07% | -5.42% | -6.34% | +2.97% | +0.16% | -17.65% |
| 2021 | -0.27% | -2.27% | +3.82% | -0.20% | -0.04% | -0.67% | +2.04% | +0.12% | +0.43% | +2.29% | -2.32% | +0.73% | +3.54% |
| 2020 | +0.41% | -5.41% | -17.35% | +24.03% | -3.89% | -2.15% | +2.37% | +3.53% | -1.25% | +0.53% | +7.05% | +6.78% | +10.13% |
| 2019 | -1.34% | +13% | -2.29% | +4.82% | -0.51% | +5.20% | +1.12% | +1.35% | -0.04% | -2.25% | +1.51% | +3.04% | +25.18% |
| 2018 | -4.62% | +2.54% | +1.88% | -0.92% | -0.51% | +0.69% | +0.11% | +1.34% | -3.08% | -0.93% | -10.14% | -3.45% | -16.42% |
| 2017 | +5.46% | +2.67% | -0.99% | +4.73% | +2.47% | +0.63% | +0.90% | -1.61% | -1.58% | -1.68% | +0.73% | -3.15% | +8.48% |
Drawdown analysis of Southern California Edison Company 545 FixedtoFloating Rate Trust Preference Securities (SCE-P-K)
The maximum drawdown for the SCE-P-K was -40.75%, occurring on Mar 23, 2020. Recovery took 178 trading sessions.
The current SCE-P-K drawdown is -0.04%.
Since Mar 10, 2016 SCE-P-K has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.75% | Jul 21, 2017 | 671 | Mar 23, 2020 | 178 | Dec 3, 2020 | 849 |
| -23.84% | Nov 8, 2021 | 240 | Oct 21, 2022 | 267 | Nov 14, 2023 | 507 |
| -16.37% | Sep 23, 2016 | 58 | Dec 15, 2016 | 149 | Jul 21, 2017 | 207 |
| -10.93% | Jan 3, 2025 | 69 | Apr 15, 2025 | 99 | Sep 8, 2025 | 168 |
| -8.39% | Mar 22, 2024 | 15 | Apr 15, 2024 | 50 | Jun 26, 2024 | 65 |
| -6.03% | Feb 9, 2021 | 11 | Feb 25, 2021 | 32 | Apr 13, 2021 | 43 |
| -4.52% | Jun 27, 2024 | 26 | Aug 5, 2024 | 27 | Sep 12, 2024 | 53 |
| -4.11% | Dec 27, 2023 | 14 | Jan 18, 2024 | 29 | Feb 29, 2024 | 43 |
| -3.70% | Apr 23, 2021 | 44 | Jun 25, 2021 | 61 | Sep 22, 2021 | 105 |
| -2.94% | Sep 15, 2025 | 23 | Oct 16, 2025 | 9 | Oct 29, 2025 | 32 |
| -2.83% | Nov 14, 2023 | 9 | Nov 28, 2023 | 2 | Nov 30, 2023 | 11 |
| -2.83% | Sep 24, 2024 | 40 | Nov 19, 2024 | 30 | Jan 3, 2025 | 70 |
| -2.76% | Jan 8, 2021 | 2 | Jan 12, 2021 | 14 | Feb 2, 2021 | 16 |
| -2.57% | Sep 22, 2021 | 9 | Oct 5, 2021 | 11 | Oct 20, 2021 | 20 |
| -2.30% | Dec 30, 2020 | 4 | Jan 6, 2021 | 2 | Jan 8, 2021 | 6 |
| -2.21% | May 27, 2016 | 12 | Jun 15, 2016 | 11 | Jun 30, 2016 | 23 |
| -1.98% | Dec 1, 2023 | 1 | Dec 4, 2023 | 7 | Dec 13, 2023 | 8 |
| -1.83% | Sep 7, 2016 | 7 | Sep 16, 2016 | 4 | Sep 22, 2016 | 11 |
| -1.70% | Dec 14, 2023 | 1 | Dec 15, 2023 | 2 | Dec 19, 2023 | 3 |
| -1.41% | Mar 8, 2024 | 3 | Mar 13, 2024 | 3 | Mar 18, 2024 | 6 |
| -1.27% | Aug 1, 2016 | 10 | Aug 15, 2016 | 5 | Aug 22, 2016 | 15 |
| -1.19% | Dec 31, 2025 | 18 | Jan 28, 2026 | 10 | Feb 11, 2026 | 28 |
| -1.13% | Oct 29, 2025 | 2 | Oct 31, 2025 | 3 | Nov 5, 2025 | 5 |
| -1.06% | May 4, 2016 | 4 | May 10, 2016 | 3 | May 13, 2016 | 7 |
| -1.04% | Jul 12, 2016 | 8 | Jul 22, 2016 | 3 | Jul 27, 2016 | 11 |