Inside the Total Returns of the Top-Rallying Utility Stocks of 2017
Among the best-rallying S&P 500 utility stocks this year, NRG Energy (NRG) is undoubtedly wearing the crown of highest total returns. However, given the longer time horizon, it has significantly underperformed broader utilities (XLU) (VPU).
Over the past three years, NRG’s returns including dividends have come in at -5%, compounded annually, while in the past five years, NRG has returned 4%, compounded annually.
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In the past year, NextEra Energy (NEE) has returned 25%, while in the past five years, it has returned 18.4%, compounded annually. NEE’s returns appear to be a healthy combination of capital appreciation and solid dividend growth during this period.
By comparison, the SPDR S&P 500 (SPX-INDEX) (SPY) has returned more than 20% in the past year, while its returns over the past five years have come to 14.3%, compounded annually.
Continue to the next part for a closer look at the chart indicators of the top-gaining S&P 500 utilities.