Multi-Utilities Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1NI NiSource
84.93
 0.00 
 1.27 
 0.00 
2CNP CenterPoint Energy
84.34
 0.02 
 0.85 
 0.02 
3SRE Sempra Energy
47.1
 0.18 
 1.29 
 0.23 
4UTL UNITIL
35.85
(0.05)
 1.54 
(0.07)
5PEG Public Service Enterprise
34.44
(0.11)
 1.22 
(0.13)
6DTE DTE Energy
32.18
 0.01 
 0.80 
 0.01 
7NGG National Grid PLC
26.0
 0.09 
 1.00 
 0.09 
8AEE Ameren Corp
25.74
 0.02 
 0.80 
 0.02 
9ED Consolidated Edison
21.6
(0.08)
 0.96 
(0.08)
10BIP Brookfield Infrastructure Partners
17.14
 0.14 
 1.24 
 0.17 
11NWE NorthWestern
15.7
 0.15 
 1.33 
 0.21 
12AVA Avista
14.75
 0.05 
 1.10 
 0.06 
13WEC WEC Energy Group
14.1
 0.06 
 0.89 
 0.05 
14CMS CMS Energy
13.84
 0.00 
 0.85 
 0.00 
15BKH Black Hills
10.9
 0.17 
 1.06 
 0.18 
16D Dominion Energy
-27.13
(0.01)
 0.99 
(0.01)
17AQN Algonquin Power Utilities
-62.84
(0.04)
 1.29 
(0.05)
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions. Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.