Multi-Utilities Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1CNP CenterPoint Energy
109.11
 0.14 
 1.22 
 0.17 
2NI NiSource
62.61
(0.04)
 1.61 
(0.06)
3PEG Public Service Enterprise
53.0
 0.00 
 1.59 
(0.01)
4DTE DTE Energy
47.47
 0.05 
 1.41 
 0.06 
5ED Consolidated Edison
36.04
 0.02 
 1.66 
 0.04 
6AEE Ameren Corp
27.55
(0.04)
 1.43 
(0.06)
7NGG National Grid PLC
27.22
 0.14 
 2.00 
 0.27 
8BIP Brookfield Infrastructure Partners
22.8
 0.04 
 2.36 
 0.11 
9SRE Sempra Energy
22.7
 0.09 
 1.86 
 0.16 
10CMS CMS Energy
17.38
(0.04)
 1.38 
(0.05)
11WEC WEC Energy Group
14.79
 0.00 
 1.33 
 0.00 
12UTL UNITIL
11.56
(0.03)
 1.45 
(0.04)
13AVA Avista
-2.76
(0.04)
 1.28 
(0.05)
14BKH Black Hills
-6.6
(0.05)
 1.40 
(0.07)
15NWE NorthWestern
-9.35
(0.01)
 1.35 
(0.01)
16D Dominion Energy
-34.27
 0.01 
 1.86 
 0.02 
17AQN Algonquin Power Utilities
-61.29
 0.10 
 2.44 
 0.25 
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.