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Duke Energy Corporation (DUK)

Equity · Currency in USD
Sector
Utilities
Industry
Utilities—Regulated Electric
ISIN
US26441C2044
CUSIP
26441C204

DUKPrice Chart


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DUKPerformance

The chart shows the growth of $10,000 invested in Duke Energy Corporation on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $33,446 for a total return of roughly 234.46%. All prices are adjusted for splits and dividends.


DUK (Duke Energy Corporation)
Benchmark (S&P 500)

DUKReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-2.94%0.43%
6M1.17%9.37%
YTD12.73%22.33%
1Y7.35%26.59%
5Y10.54%15.74%
10Y9.82%14.46%

DUKMonthly Returns Heatmap


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DUKSharpe 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 Duke Energy Corporation Sharpe ratio is 0.46. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


DUK (Duke Energy Corporation)
Benchmark (S&P 500)

DUKDividends

Duke Energy Corporation granted a 3.93% dividend yield in the last twelve months, as of Nov 27, 2021. The annual payout for that period amounted to $3.90 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$3.90$3.82$3.75$3.64$3.49$3.36$3.24$3.15$3.09$3.03$2.97$2.91

Dividend yield

3.93%4.17%4.11%4.21%4.15%4.33%4.54%3.77%4.48%4.75%4.50%5.45%

DUKDrawdowns Chart

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


DUK (Duke Energy Corporation)
Benchmark (S&P 500)

DUKWorst Drawdowns

The table below shows the maximum drawdowns of the Duke Energy Corporation. 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 Duke Energy Corporation is 37.37%, recorded on Mar 23, 2020. It took 266 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.37%Feb 24, 202021Mar 23, 2020266Apr 13, 2021287
-23.08%Jan 30, 2015203Nov 17, 2015152Jun 27, 2016355
-18.13%Nov 15, 2017142Jun 11, 2018112Nov 16, 2018254
-14.79%Jul 7, 2016104Dec 1, 2016117May 22, 2017221
-12.5%May 1, 201336Jun 20, 2013201Apr 8, 2014237
-12.22%Jun 19, 2012104Nov 15, 201250Jan 30, 2013154
-10.22%May 18, 201157Aug 8, 201125Sep 13, 201182
-9.98%Aug 17, 202130Sep 28, 2021
-9.86%Oct 7, 201927Nov 12, 201949Jan 24, 202076
-7.96%Dec 14, 201820Jan 14, 201937Mar 8, 201957

DUKVolatility Chart

Current Duke Energy Corporation volatility is 15.83%. 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.


DUK (Duke Energy Corporation)
Benchmark (S&P 500)

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