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ENV vs. D
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

ENV vs. D - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Envestnet, Inc. (ENV) and Dominion Energy, Inc. (D). The values are adjusted to include any dividend payments, if applicable.

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ENV vs. D - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ENV
Envestnet, Inc.
0.00%0.00%27.50%-19.74%-22.23%-3.58%18.18%41.55%-1.32%41.42%
D
Dominion Energy, Inc.
6.64%13.96%20.43%-19.13%-19.12%8.12%-5.35%21.50%-7.59%9.91%

Fundamentals

Total Revenue (TTM)

ENV:

$1.34B

D:

$16.51B

Gross Profit (TTM)

ENV:

$911.20M

D:

$8.09B

EBITDA (TTM)

ENV:

-$92.97M

D:

$7.77B

Returns By Period


ENV

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

D

1D
-0.03%
1M
-2.09%
YTD
6.64%
6M
3.29%
1Y
15.36%
3Y*
8.64%
5Y*
0.37%
10Y*
2.37%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

ENV vs. D — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ENV

D
D Risk / Return Rank: 6767
Overall Rank
D Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
D Sortino Ratio Rank: 6060
Sortino Ratio Rank
D Omega Ratio Rank: 5959
Omega Ratio Rank
D Calmar Ratio Rank: 7272
Calmar Ratio Rank
D Martin Ratio Rank: 7777
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ENV vs. D - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Envestnet, Inc. (ENV) and Dominion Energy, Inc. (D). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

ENV vs. D - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ENVDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.76

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

Correlation

The correlation between ENV and D is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ENV vs. D - Dividend Comparison

ENV has not paid dividends to shareholders, while D's dividend yield for the trailing twelve months is around 4.32%.


TTM20252024202320222021202020192018201720162015
ENV
Envestnet, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
D
Dominion Energy, Inc.
4.32%4.56%4.96%5.68%4.35%3.21%4.59%4.43%4.67%3.74%3.66%3.83%

Drawdowns

ENV vs. D - Drawdown Comparison


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Drawdown Indicators


ENVDDifference

Max Drawdown

Largest peak-to-trough decline

-52.20%

Max Drawdown (1Y)

Largest decline over 1 year

-11.73%

Max Drawdown (5Y)

Largest decline over 5 years

-52.20%

Max Drawdown (10Y)

Largest decline over 10 years

-52.20%

Current Drawdown

Current decline from peak

-15.62%

Average Drawdown

Average peak-to-trough decline

-9.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.71%

Volatility

ENV vs. D - Volatility Comparison


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Volatility by Period


ENVDDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.66%

Volatility (6M)

Calculated over the trailing 6-month period

12.84%

Volatility (1Y)

Calculated over the trailing 1-year period

20.48%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

22.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.46%

Financials

ENV vs. D - Financials Comparison

This section allows you to compare key financial metrics between Envestnet, Inc. and Dominion Energy, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.001.00B2.00B3.00B4.00B5.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
345.95M
4.09B
(ENV) Total Revenue
(D) Total Revenue
Values in USD except per share items