Global Water Resources, Inc. (GWRS) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
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%
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Investment Performance

Final Value
$4,854
Total Return
-51.46%
CAGR
-13.46%
Dividends
$941.40
Yield on Cost
9.41%

Rolling Returns

1-Month (21 Trading Days)
Average-0.87%
Median-0.32%
Best+25.74%
Worst-21.30%
% of Windows Positive47.7%
1-Year (252 Trading Days)
Average-11.48%
Median-14.84%
Best+39.12%
Worst-43.92%
% of Windows Positive18.1%
3-Year (756 Trading Days)
Average-25.60%
Median-25.83%
Best+6.14%
Worst-39.58%
% of Windows Positive0.6%

Risk Metrics

Maximum Drawdown -61.74%
Average Drawdown -34.37%
Drawdown Duration 1160 Trading Days (Unrecovered)
Sortino Ratio -0.41
Calmar Ratio -0.22
CVaR (5%) -4.50%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -12.89% (-36.49% ann.) $1288.87 $118.75 $23.75 $0.19
2025 -24.78% $2478.44 $263.56 $52.70 $0.44
2024 -10.39% $1039.09 $231.38 $46.27 $0.38
2023 +0.45% +$44.73 $227.88 $45.58 $0.34
2022 -20.98% $2098.19 $176.77 $35.35 $0.27
2021 +20.23% +$2023.05 $201.77 $40.35 $0.33
2020 +11.78% +$1177.55 $221.05 $44.21 $0.37
2019 +32.50% +$3250.00 $287.03 $57.41 $0.48
2018 +11.22% +$1121.70 $311.92 $62.38 $0.49
2017 +5.13% +$512.89 $307.86 $61.57 $0.49
2016 partial +48.16% (+79.27% ann.) +$4816.37 $278.95 $55.78 $0.46

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial April 28, 2016 – February 19, 2020 +141.23% +25.99% +$14122.86 $1802.01 $360.39 $2.92
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -31.54% -98.68% $3154.31 $17.31 $3.46 $0.03
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +10.11% +16.76% +$1010.81 $162.88 $32.57 $0.27
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +55.01% +51.56% +$5501.11 $262.32 $52.46 $0.43
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -27.40% -28.82% $2739.73 $160.77 $32.15 $0.25
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +4.50% +2.40% +$449.68 $451.59 $90.31 $0.71
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 -41.41% -28.58% $4140.58 $373.70 $74.73 $0.62

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
2016-05-13 $0.0200 0.28%
2016-06-14 $0.0200 0.26%
2016-07-13 $0.0220 0.25%
2016-08-15 $0.0220 0.26%
2016-09-14 $0.0220 0.29%
2016-10-13 $0.0220 0.28%
2016-11-14 $0.0220 0.28%
2016-12-13 $0.0230 0.27%
2017-01-12 $0.0230 0.25%
2017-02-10 $0.0230 0.28%
2017-03-15 $0.0230 0.27%
2017-04-11 $0.0230 0.27%
2017-05-15 $0.0230 0.27%
2017-06-14 $0.0230 0.24%
2017-07-13 $0.0230 0.23%
2017-08-15 $0.0230 0.24%
2017-09-14 $0.0230 0.24%
2017-10-16 $0.0230 0.24%
2017-11-15 $0.0230 0.23%
2017-12-14 $0.0240 0.25%
2018-01-12 $0.0240 0.27%
2018-02-13 $0.0240 0.27%
2018-03-14 $0.0240 0.26%
2018-04-13 $0.0240 0.27%
2018-05-15 $0.0240 0.27%
2018-06-14 $0.0240 0.26%
2018-07-13 $0.0240 0.25%
2018-08-15 $0.0240 0.23%
2018-09-13 $0.0240 0.24%
2018-10-15 $0.0240 0.23%
2018-11-13 $0.0240 0.23%
2018-12-13 $0.0240 0.23%
2019-01-16 $0.0240 0.24%
2019-02-13 $0.0240 0.26%
2019-03-14 $0.0240 0.25%
2019-04-15 $0.0240 0.25%
2019-05-16 $0.0240 0.25%
2019-06-13 $0.0240 0.24%
2019-07-16 $0.0240 0.22%
2019-08-14 $0.0240 0.21%
2019-09-13 $0.0240 0.19%
2019-10-16 $0.0240 0.20%
2019-11-08 $0.0240 0.19%
2019-12-13 $0.0240 0.19%
2020-01-16 $0.0240 0.19%
2020-02-13 $0.0240 0.18%
2020-03-16 $0.0240 0.21%
2020-04-15 $0.0240 0.22%
2020-05-14 $0.0240 0.24%
2020-06-15 $0.0240 0.23%
2020-07-16 $0.0240 0.22%
2020-08-14 $0.0240 0.20%
2020-09-15 $0.0240 0.21%
2020-10-15 $0.0240 0.21%
2020-11-13 $0.0240 0.20%
2020-12-15 $0.0240 0.17%
2021-01-14 $0.0240 0.14%
2021-02-11 $0.0240 0.13%
2021-03-16 $0.0240 0.14%
2021-04-15 $0.0240 0.14%
2021-05-13 $0.0240 0.15%
2021-06-15 $0.0240 0.14%
2021-07-15 $0.0240 0.14%
2021-08-16 $0.0240 0.12%
2021-09-15 $0.0240 0.12%
2021-10-14 $0.0240 0.13%
2021-11-15 $0.0240 0.13%
2021-12-15 $0.0250 0.15%
2022-01-14 $0.0250 0.16%
2022-02-11 $0.0250 0.17%
2022-03-16 $0.0250 0.16%
2022-04-13 $0.0250 0.16%
2022-05-16 $0.0250 0.18%
2022-06-15 $0.0250 0.19%
2022-07-14 $0.0250 0.18%
2022-08-16 $0.0250 0.17%
2022-09-15 $0.0250 0.18%
2022-10-14 $0.0250 0.21%
2022-11-15 $0.0250 0.20%
2022-12-14 $0.0250 0.19%
2023-01-13 $0.0250 0.18%
2023-02-13 $0.0250 0.18%
2023-03-16 $0.0250 0.20%
2023-04-13 $0.0250 0.20%
2023-05-16 $0.0250 0.23%
2023-06-15 $0.0250 0.20%
2023-07-14 $0.0250 0.19%
2023-08-16 $0.0250 0.22%
2023-09-14 $0.0250 0.23%
2023-10-16 $0.0250 0.25%
2023-11-15 $0.0250 0.20%
2023-12-13 $0.0250 0.20%
2024-01-16 $0.0250 0.20%
2024-02-14 $0.0250 0.20%
2024-03-13 $0.0250 0.20%
2024-04-15 $0.0250 0.20%
2024-05-16 $0.0250 0.19%
2024-06-14 $0.0250 0.20%
2024-07-17 $0.0250 0.19%
2024-08-16 $0.0250 0.21%
2024-09-16 $0.0250 0.19%
2024-10-17 $0.0250 0.19%
2024-11-13 $0.0250 0.19%
2024-12-16 $0.0250 0.20%
2025-01-17 $0.0250 0.21%
2025-02-14 $0.0250 0.22%
2025-03-17 $0.0250 0.22%
2025-04-16 $0.0250 0.24%
2025-05-16 $0.0250 0.25%
2025-06-16 $0.0250 0.24%
2025-07-17 $0.0250 0.24%
2025-08-15 $0.0250 0.25%
2025-09-16 $0.0250 0.25%
2025-10-17 $0.0250 0.23%
2025-11-12 $0.0250 0.25%
2025-12-16 $0.0250 0.29%
2026-01-16 $0.0250 0.28%
2026-02-13 $0.0250 0.27%
2026-03-17 $0.0250 0.33%
2026-04-16 $0.0250 0.32%
Total 120 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-13 $14.49 $2.90 $0.02 0.6933
2021-06-15 $14.51 $2.90 $0.02 0.6673
2021-07-15 $14.53 $2.90 $0.02 0.6858
2021-08-16 $14.54 $2.91 $0.02 0.5978
2021-09-15 $14.56 $2.91 $0.02 0.5923
2021-10-14 $14.57 $2.91 $0.02 0.6424
2021-11-15 $14.59 $2.92 $0.02 0.6211
2021-12-15 $15.21 $3.04 $0.02 0.7676
2022-01-14 $15.23 $3.05 $0.02 0.7720
2022-02-11 $15.25 $3.05 $0.02 0.8025
2022-03-16 $15.27 $3.05 $0.02 0.7671
2022-04-13 $15.29 $3.06 $0.02 0.7819
2022-05-16 $15.31 $3.06 $0.02 0.9086
2022-06-15 $15.33 $3.07 $0.02 0.9436
2022-07-14 $15.35 $3.07 $0.02 0.9161
2022-08-16 $15.37 $3.08 $0.02 0.8519
2022-09-15 $15.40 $3.08 $0.02 0.9299
2022-10-14 $15.42 $3.08 $0.02 1.0568
2022-11-15 $15.45 $3.09 $0.02 0.9695
2022-12-14 $15.47 $3.09 $0.02 0.9458
2023-01-13 $15.50 $3.10 $0.02 0.8597
2023-02-13 $15.52 $3.10 $0.02 0.8603
2023-03-16 $15.54 $3.11 $0.02 0.9853
2023-04-13 $15.56 $3.11 $0.02 0.9877
2023-05-16 $15.59 $3.12 $0.02 1.1313
2023-06-15 $15.61 $3.12 $0.02 0.9848
2023-07-14 $15.64 $3.13 $0.02 0.9517
2023-08-16 $15.66 $3.13 $0.02 1.1359
2023-09-14 $15.69 $3.14 $0.02 1.1328
2023-10-16 $15.72 $3.14 $0.02 1.2427
2023-11-15 $15.75 $3.15 $0.02 1.0621
2023-12-13 $15.78 $3.16 $0.02 0.9572
2024-01-16 $15.80 $3.16 $0.02 1.0257
2024-02-14 $15.83 $3.16 $0.02 1.0053
2024-03-13 $15.85 $3.17 $0.03 1.0109
2024-04-15 $15.88 $3.17 $0.03 1.0555
2024-05-16 $15.90 $3.18 $0.03 0.9598
2024-06-14 $15.93 $3.18 $0.03 1.0467
2024-07-17 $15.96 $3.19 $0.03 0.9738
2024-08-16 $15.98 $3.19 $0.03 1.0730
2024-09-16 $16.01 $3.20 $0.03 0.9740
2024-10-17 $16.03 $3.20 $0.03 0.9792
2024-11-13 $16.05 $3.21 $0.03 1.0109
2024-12-16 $16.08 $3.21 $0.03 1.0246
2025-01-17 $16.10 $3.22 $0.03 1.0751
2025-02-14 $16.13 $3.22 $0.03 1.1439
2025-03-17 $16.16 $3.23 $0.03 1.1551
2025-04-16 $16.19 $3.24 $0.03 1.2804
2025-05-16 $16.22 $3.25 $0.03 1.2429
2025-06-16 $16.25 $3.25 $0.03 1.2525
2025-07-17 $16.28 $3.26 $0.03 1.2771
2025-08-15 $16.32 $3.26 $0.03 1.3212
2025-09-16 $16.35 $3.27 $0.03 1.3401
2025-10-17 $16.38 $3.28 $0.03 1.2786
2025-11-12 $16.41 $3.28 $0.03 1.3238
2025-12-16 $16.45 $3.29 $0.03 1.5413
2026-01-16 $16.49 $3.30 $0.03 1.4873
2026-02-13 $16.52 $3.31 $0.03 1.4355
2026-03-17 $16.56 $3.31 $0.03 1.7557
2026-04-16 $16.60 $3.32 $0.03 1.7351
Total $941.40 $188.26 $1.51 61.9895

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

ORI

CAGR 12.35% Total 21307.91% Final $2,140,791
1980-03-17 — 2026-04-21
ABNB

CAGR -0.27% Total -1.42% Final $9,858
2020-12-10 — 2026-04-21
FBRT

CAGR -4.98% Total -20.57% Final $7,943
2021-10-19 — 2026-04-21