^SIXU vs. DUK

In the year-to-date period, ^SIXU achieves a 6.52% return, which is significantly lower than DUK's 11.28% return. Over the past 10 years, ^SIXU has underperformed DUK with an annualized return of 6.20%, while DUK has yielded a comparatively higher 9.06% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector Index (^SIXU) and Duke Energy Corporation (DUK). 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 ^SIXU Sharpe Ratio is 0.87, which is comparable to the DUK Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of ^SIXU and DUK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The maximum ^SIXU drawdown since its inception was -36.56%, smaller than the maximum DUK drawdown of -71.92%. Use the drawdown chart below to compare losses from any high point for ^SIXU and DUK.

The current volatility for Utilities Select Sector Index (^SIXU) is 4.65%, while Duke Energy Corporation (DUK) has a volatility of 7.20%. This indicates that ^SIXU experiences smaller price fluctuations and is considered to be less risky than DUK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.