Multi-Utilities Companies By Five Year Return

Five Year Return
Five Year ReturnEfficiencyMarket RiskExp Return
1MDU MDU Resources Group
53.87
 0.17 
 1.78 
 0.31 
2PEG Public Service Enterprise
36.17
(0.02)
 1.76 
(0.04)
3NI NiSource
25.91
 0.13 
 1.21 
 0.16 
4CNP CenterPoint Energy
21.11
 0.20 
 1.26 
 0.25 
5AEE Ameren Corp
13.3
 0.13 
 1.31 
 0.17 
6DTE DTE Energy
3.8
 0.00 
 1.18 
(0.01)
7SRE Sempra Energy
1.75
 0.03 
 1.89 
 0.06 
8BIP Brookfield Infrastructure Partners
-2.1
 0.00 
 1.69 
 0.00 
9ED Consolidated Edison
-2.29
(0.07)
 1.22 
(0.08)
10WEC WEC Energy Group
-2.56
 0.08 
 1.16 
 0.09 
11CMS CMS Energy
-3.38
(0.03)
 1.08 
(0.03)
12NGG National Grid PLC
-8.89
(0.02)
 1.26 
(0.03)
13UTL UNITIL
-18.61
(0.02)
 1.77 
(0.03)
14AVA Avista
-28.98
 0.02 
 1.48 
 0.02 
15NWE NorthWestern
-30.35
 0.05 
 1.50 
 0.08 
16BKH Black Hills
-30.66
 0.04 
 1.47 
 0.06 
17D Dominion Energy
-36.29
(0.04)
 1.45 
(0.06)
18AQN Algonquin Power Utilities
-72.05
(0.07)
 1.71 
(0.11)
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.