PortfoliosLab logo

DTE Energy Company

DTE
Equity · Currency in USD
ISIN
US2333311072
CUSIP
233331107
Sector
Utilities
Industry
Utilities—Regulated Electric

DTEPrice Chart


Click Calculate to get results
S&P 500

DTEPerformance

The chart shows the growth of $10,000 invested in DTE Energy Company on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $49,236 for a total return of roughly 392.36%. All prices are adjusted for splits and dividends.


DTE (DTE Energy Company)
Benchmark (S&P 500)

DTEReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M8.22%
YTD16.88%
6M20.00%
1Y37.76%
5Y13.26%
10Y15.18%

DTEMonthly Returns Heatmap


Click Calculate to get results

DTESharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current DTE Energy Company Sharpe ratio is 1.65. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


DTE (DTE Energy Company)
Benchmark (S&P 500)

DTEDividends

DTE Energy Company granted a 2.98% dividend yield in the last twelve months, as of Apr 18, 2021. The annual payout for that period amounted to $4.20 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$4.20$4.12$3.85$4.48$4.18$3.06$2.84$2.69$2.59$2.42$2.32$2.18
Dividend yield
2.98%3.40%2.96%4.06%3.82%3.10%3.54%3.11%3.89%4.02%4.27%4.81%

DTEDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


DTE (DTE Energy Company)
Benchmark (S&P 500)

DTEWorst Drawdowns

The table below shows the maximum drawdowns of the DTE Energy Company. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the {{portfolioName}} is 42.45%, recorded on Mar 23, 2020. It took 162 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-42.45%Feb 24, 202021Mar 23, 2020162Nov 10, 2020183
-17.93%Jan 30, 201594Jun 15, 2015187Mar 11, 2016281
-17%Dec 12, 2017124Jun 11, 201847Aug 16, 2018171
-15.19%May 16, 201159Aug 8, 201152Oct 20, 2011111
-12.16%Nov 17, 202069Feb 26, 202120Mar 26, 202189
-11.33%Apr 23, 201342Jun 20, 2013165Feb 14, 2014207
-9.95%Sep 26, 201932Nov 8, 201946Jan 16, 202078
-9.34%Nov 14, 201832Jan 2, 201927Feb 11, 201959
-9.18%May 4, 201023Jun 4, 201035Jul 26, 201058
-9.09%Jul 6, 201647Sep 9, 201671Dec 20, 2016118

DTEVolatility Chart

Current DTE Energy Company volatility is 8.72%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


DTE (DTE Energy Company)
Benchmark (S&P 500)

Portfolios with DTE Energy Company


Loading data...

More Tools for DTE Energy Company