NI vs. XEL

In the year-to-date period, NI achieves a 43.68% return, which is significantly higher than XEL's 16.34% return. Over the past 10 years, NI has outperformed XEL with an annualized return of 12.07%, while XEL has yielded a comparatively lower 11.05% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for NiSource Inc. (NI) and Xcel Energy Inc. (XEL). 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.

The current NI Sharpe Ratio is 3.01, which is higher than the XEL Sharpe Ratio of 0.89. The chart below compares the historical Sharpe Ratios of NI and XEL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NI's dividend yield for the trailing twelve months is around 2.88%, less than XEL's 3.09% yield.

The maximum NI drawdown since its inception was -65.73%, smaller than the maximum XEL drawdown of -80.64%. Use the drawdown chart below to compare losses from any high point for NI and XEL. For additional features, visit the drawdowns tool.

The current volatility for NiSource Inc. (NI) is 5.79%, while Xcel Energy Inc. (XEL) has a volatility of 7.13%. This indicates that NI experiences smaller price fluctuations and is considered to be less risky than XEL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between NiSource Inc. and Xcel 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.