PortfoliosLab logo

WEC Energy Group, Inc.

WEC
Equity · Currency in USD
Sector
Utilities
Industry
Utilities—Regulated Electric
ISIN
US92939U1060
CUSIP
92939U106

WECPrice Chart


Chart placeholderClick Calculate to get results

WECPerformance

The chart shows the growth of $10,000 invested in WEC Energy Group, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $53,868 for a total return of roughly 438.68%. All prices are adjusted for splits and dividends.


WEC (WEC Energy Group, Inc.)
Benchmark (S&P 500)

WECReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M0.31%
6M-4.31%
YTD1.83%
1Y-6.73%
5Y13.13%
10Y14.34%

WECMonthly Returns Heatmap


Chart placeholderClick Calculate to get results

WECSharpe 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 WEC Energy Group, Inc. Sharpe ratio is -0.38. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


WEC (WEC Energy Group, Inc.)
Benchmark (S&P 500)

WECDividends

WEC Energy Group, Inc. granted a 2.91% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $2.67 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$2.67$2.53$2.36$2.21$2.08$1.98$1.74$1.56$1.45$1.20$1.04$0.80

Dividend yield

2.91%2.75%2.56%3.19%3.13%3.38%3.40%2.96%3.50%3.26%2.97%2.72%

WECDrawdowns Chart

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


WEC (WEC Energy Group, Inc.)
Benchmark (S&P 500)

WECWorst Drawdowns

The table below shows the maximum drawdowns of the WEC Energy Group, Inc.. 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 WEC Energy Group, Inc. is 32.31%, recorded on Mar 23, 2020. It took 157 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-32.31%Mar 9, 202011Mar 23, 2020157Nov 3, 2020168
-22.01%Nov 11, 202073Feb 26, 2021
-20.09%Jan 30, 2015104Jun 29, 2015149Feb 1, 2016253
-15.71%Jul 6, 201693Nov 14, 2016145Jun 14, 2017238
-14.43%Nov 15, 201758Feb 8, 2018131Aug 16, 2018189
-13.39%May 2, 201467Aug 6, 201454Oct 22, 2014121
-12.44%Jul 22, 201112Aug 8, 201117Aug 31, 201129
-12.12%May 1, 201336Jun 20, 2013165Feb 14, 2014201
-11.1%Jul 19, 201283Nov 15, 201266Feb 22, 2013149
-10.84%Sep 4, 201949Nov 11, 201947Jan 21, 202096

WECVolatility Chart

Current WEC Energy Group, Inc. volatility is 13.46%. 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.


WEC (WEC Energy Group, Inc.)
Benchmark (S&P 500)

Portfolios with WEC Energy Group, Inc.


Loading data...

More Tools for WEC Energy Group, Inc.