Sempra (SRE) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$15,248
Total Return
52.48%
CAGR
8.81%
Dividends
$1,850.48
Yield on Cost
18.50%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.99% |
| Median | +0.91% |
| Best | +21.73% |
| Worst | -20.14% |
| % of Windows Positive | 57.9% |
1-Year (252 Trading Days)
| Average | +9.58% |
| Median | +6.70% |
| Best | +59.85% |
| Worst | -15.94% |
| % of Windows Positive | 73.0% |
3-Year (756 Trading Days)
| Average | +23.56% |
| Median | +23.61% |
| Best | +66.62% |
| Worst | -18.10% |
| % of Windows Positive | 91.0% |
Risk Metrics
| Maximum Drawdown | -31.84% |
| Average Drawdown | -9.72% |
| Drawdown Duration | 214 Trading Days |
| Sortino Ratio | 0.65 |
| Calmar Ratio | 0.28 |
| CVaR (5%) | -3.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +6.09% (+21.46% ann.) | +$608.65 | $74.53 | $14.91 | $0.12 |
| 2025 | +3.27% | +$327.02 | $297.19 | $59.44 | $0.48 |
| 2024 | +20.36% | +$2035.64 | $335.22 | $67.04 | $0.54 |
| 2023 | -0.69% | $69.04 | $311.06 | $62.21 | $0.50 |
| 2022 | +19.58% | +$1958.03 | $349.30 | $69.86 | $0.56 |
| 2021 | +6.65% | +$665.41 | $348.84 | $69.77 | $0.56 |
| 2020 | -13.42% | $1342.44 | $279.17 | $55.83 | $0.45 |
| 2019 | +43.17% | +$4317.08 | $361.04 | $72.21 | $0.58 |
| 2018 | +3.80% | +$379.62 | $338.02 | $67.61 | $0.54 |
| 2017 | +8.77% | +$877.21 | $330.00 | $66.00 | $0.53 |
| 2016 | +9.52% | +$951.99 | $323.99 | $64.80 | $0.52 |
| 2015 | -13.66% | $1365.73 | $253.50 | $50.70 | $0.41 |
| 2014 | +26.61% | +$2661.46 | $296.45 | $59.29 | $0.48 |
| 2013 | +29.57% | +$2957.04 | $358.52 | $71.70 | $0.58 |
| 2012 | +32.85% | +$3284.55 | $441.46 | $88.29 | $0.70 |
| 2011 | +7.94% | +$793.75 | $369.97 | $74.00 | $0.59 |
| 2010 | -3.95% | $395.17 | $281.26 | $56.25 | $0.45 |
| 2009 | +34.70% | +$3470.25 | $369.73 | $73.94 | $0.59 |
| 2008 | -29.57% | $2957.35 | $223.11 | $44.62 | $0.36 |
| 2007 | +12.23% | +$1222.79 | $222.62 | $44.53 | $0.35 |
| 2006 | +32.59% | +$3258.77 | $833.02 | $166.60 | $1.33 |
| 2005 | +24.93% | +$2493.15 | $318.96 | $63.79 | $0.51 |
| 2004 | +24.85% | +$2484.68 | $335.66 | $67.13 | $0.54 |
| 2003 | +30.82% | +$3082.32 | $427.70 | $85.54 | $0.68 |
| 2002 | -0.26% | $25.80 | $412.60 | $82.51 | $0.67 |
| 2001 | +9.02% | +$902.09 | $435.43 | $87.09 | $0.69 |
| 2000 | +39.29% | +$3928.92 | $584.74 | $116.96 | $0.94 |
| 1999 | -27.30% | $2730.23 | $628.25 | $125.65 | $1.00 |
| 1998 partial | -8.96% (-16.91% ann.) | $895.64 | $274.72 | $54.95 | $0.44 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | June 29, 1998 – March 10, 2000 | -33.58% | -21.42% | $3357.53 | $846.70 | $169.35 | $1.35 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +8.93% | +3.38% | +$892.72 | $1671.07 | $334.22 | $2.68 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +273.39% | +30.17% | +$27339.07 | $4722.59 | $944.51 | $7.56 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -35.43% | -26.63% | $3543.15 | $290.58 | $58.12 | $0.47 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +93.83% | +21.66% | +$9383.18 | $1693.27 | $338.65 | $2.72 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +173.04% | +14.19% | +$17304.11 | $3613.64 | $722.73 | $5.79 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -41.08% | -99.76% | $4108.49 | $65.36 | $13.07 | $0.10 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +21.72% | +37.20% | +$2171.87 | $201.62 | $40.32 | $0.32 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | -2.19% | -2.08% | $219.46 | $336.55 | $67.31 | $0.54 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +28.27% | +30.25% | +$2826.67 | $381.98 | $76.40 | $0.61 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +12.80% | +6.72% | +$1280.40 | $548.72 | $109.74 | $0.88 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +17.20% | +10.51% | +$1720.42 | $550.23 | $110.05 | $0.88 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1998-09-17 | $0.1950 | 1.48% |
| 1998-12-17 | $0.1950 | 1.55% |
| 1999-03-17 | $0.1950 | 1.82% |
| 1999-06-17 | $0.1950 | 1.71% |
| 1999-09-16 | $0.1950 | 1.75% |
| 1999-12-17 | $0.1950 | 2.09% |
| 2000-03-16 | $0.1250 | 1.40% |
| 2000-06-19 | $0.1250 | 1.32% |
| 2000-09-18 | $0.1250 | 1.24% |
| 2000-12-19 | $0.1250 | 1.08% |
| 2001-03-16 | $0.1250 | 1.08% |
| 2001-06-19 | $0.1250 | 0.95% |
| 2001-09-18 | $0.1250 | 0.95% |
| 2001-12-19 | $0.1250 | 1.04% |
| 2002-03-18 | $0.1250 | 1.04% |
| 2002-06-19 | $0.1250 | 1.03% |
| 2002-09-18 | $0.1250 | 1.21% |
| 2002-12-19 | $0.1250 | 1.04% |
| 2003-03-18 | $0.1250 | 1.06% |
| 2003-06-19 | $0.1250 | 0.86% |
| 2003-09-19 | $0.1250 | 0.84% |
| 2003-12-19 | $0.1250 | 0.86% |
| 2004-03-18 | $0.1250 | 0.76% |
| 2004-06-21 | $0.1250 | 0.72% |
| 2004-09-27 | $0.1250 | 0.70% |
| 2004-12-20 | $0.1250 | 0.68% |
| 2005-03-22 | $0.1450 | 0.71% |
| 2005-06-21 | $0.1450 | 0.72% |
| 2005-09-27 | $0.1450 | 0.64% |
| 2005-12-20 | $0.1450 | 0.63% |
| 2006-03-21 | $0.1500 | 0.64% |
| 2006-06-20 | $0.1500 | 0.68% |
| 2006-09-06 | $1.2375 | 5.04% |
| 2006-09-26 | $0.1500 | 0.60% |
| 2006-12-19 | $0.1500 | 0.53% |
| 2007-03-20 | $0.1550 | 0.51% |
| 2007-06-19 | $0.1550 | 0.53% |
| 2007-09-25 | $0.1550 | 0.52% |
| 2007-12-18 | $0.1550 | 0.51% |
| 2008-03-18 | $0.1600 | 0.63% |
| 2008-06-17 | $0.1750 | 0.62% |
| 2008-09-23 | $0.1750 | 0.66% |
| 2008-12-19 | $0.1750 | 0.86% |
| 2009-03-17 | $0.1950 | 0.94% |
| 2009-06-17 | $0.1950 | 0.80% |
| 2009-09-22 | $0.1950 | 0.77% |
| 2009-12-28 | $0.1950 | 0.69% |
| 2010-03-16 | $0.1950 | 0.78% |
| 2010-06-16 | $0.1950 | 0.79% |
| 2010-09-27 | $0.1950 | 0.72% |
| 2010-12-21 | $0.1950 | 0.74% |
| 2011-03-16 | $0.2400 | 0.92% |
| 2011-06-22 | $0.2400 | 0.90% |
| 2011-09-27 | $0.2400 | 0.95% |
| 2011-12-20 | $0.2400 | 0.92% |
| 2012-03-22 | $0.3000 | 1.02% |
| 2012-06-25 | $0.3000 | 0.89% |
| 2012-09-26 | $0.3000 | 0.92% |
| 2012-12-26 | $0.3000 | 0.84% |
| 2013-03-26 | $0.3150 | 0.80% |
| 2013-06-26 | $0.3150 | 0.78% |
| 2013-09-25 | $0.3150 | 0.72% |
| 2013-12-27 | $0.3150 | 0.70% |
| 2014-03-25 | $0.3300 | 0.69% |
| 2014-06-27 | $0.3300 | 0.63% |
| 2014-09-23 | $0.3300 | 0.63% |
| 2014-12-18 | $0.3300 | 0.62% |
| 2015-03-25 | $0.3500 | 0.63% |
| 2015-06-25 | $0.3500 | 0.69% |
| 2015-09-23 | $0.3500 | 0.75% |
| 2015-12-23 | $0.3500 | 0.75% |
| 2016-03-22 | $0.3775 | 0.73% |
| 2016-06-28 | $0.3775 | 0.68% |
| 2016-09-27 | $0.3775 | 0.68% |
| 2016-12-27 | $0.3775 | 0.74% |
| 2017-03-21 | $0.4115 | 0.75% |
| 2017-07-05 | $0.4115 | 0.73% |
| 2017-09-21 | $0.4115 | 0.71% |
| 2017-12-28 | $0.4115 | 0.76% |
| 2018-03-22 | $0.4475 | 0.81% |
| 2018-06-29 | $0.4475 | 0.78% |
| 2018-09-20 | $0.4475 | 0.78% |
| 2018-12-28 | $0.4475 | 0.83% |
| 2019-03-21 | $0.4840 | 0.77% |
| 2019-07-03 | $0.4840 | 0.70% |
| 2019-09-19 | $0.4840 | 0.69% |
| 2019-12-27 | $0.4840 | 0.64% |
| 2020-03-19 | $0.5225 | 1.02% |
| 2020-06-25 | $0.5225 | 0.87% |
| 2020-09-24 | $0.5225 | 0.91% |
| 2020-12-17 | $0.5225 | 0.81% |
| 2021-03-24 | $0.5500 | 0.85% |
| 2021-07-06 | $0.5500 | 0.82% |
| 2021-09-23 | $0.5500 | 0.84% |
| 2021-12-22 | $0.5500 | 0.86% |
| 2022-03-24 | $0.5725 | 0.72% |
| 2022-07-06 | $0.5725 | 0.78% |
| 2022-09-22 | $0.5725 | 0.69% |
| 2022-12-21 | $0.5725 | 0.73% |
| 2023-03-21 | $0.5950 | 0.81% |
| 2023-07-03 | $0.5950 | 0.82% |
| 2023-09-26 | $0.5950 | 0.83% |
| 2023-12-05 | $0.5950 | 0.82% |
| 2024-03-20 | $0.6200 | 0.87% |
| 2024-06-27 | $0.6200 | 0.81% |
| 2024-09-26 | $0.6200 | 0.75% |
| 2024-12-05 | $0.6200 | 0.68% |
| 2025-03-20 | $0.6450 | 0.91% |
| 2025-06-26 | $0.6450 | 0.86% |
| 2025-10-01 | $0.6450 | 0.72% |
| 2025-12-11 | $0.6450 | 0.72% |
| 2026-03-19 | $0.6580 | 0.69% |
| Total | 112 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 |
|---|---|---|---|---|
| 2021-07-06 | $79.37 | $15.87 | $0.13 | 0.9502 |
| 2021-09-23 | $79.89 | $15.98 | $0.13 | 0.9886 |
| 2021-12-22 | $80.43 | $16.09 | $0.13 | 0.9944 |
| 2022-03-24 | $84.29 | $16.86 | $0.14 | 0.8473 |
| 2022-07-06 | $84.78 | $16.96 | $0.14 | 0.9180 |
| 2022-09-22 | $85.30 | $17.06 | $0.14 | 0.8296 |
| 2022-12-21 | $85.78 | $17.16 | $0.14 | 0.8739 |
| 2023-03-21 | $89.67 | $17.93 | $0.14 | 0.9835 |
| 2023-07-03 | $90.25 | $18.05 | $0.14 | 0.9856 |
| 2023-09-26 | $90.84 | $18.17 | $0.14 | 1.0478 |
| 2023-12-05 | $91.46 | $18.29 | $0.15 | 1.0295 |
| 2024-03-20 | $95.94 | $19.19 | $0.15 | 1.0979 |
| 2024-06-27 | $96.62 | $19.32 | $0.15 | 1.0159 |
| 2024-09-26 | $97.25 | $19.45 | $0.16 | 0.9476 |
| 2024-12-05 | $97.84 | $19.57 | $0.16 | 0.8590 |
| 2025-03-20 | $102.34 | $20.47 | $0.16 | 1.1673 |
| 2025-06-26 | $103.09 | $20.62 | $0.16 | 1.0984 |
| 2025-10-01 | $103.80 | $20.76 | $0.17 | 0.9285 |
| 2025-12-11 | $104.40 | $20.88 | $0.17 | 0.9369 |
| 2026-03-19 | $107.12 | $21.42 | $0.17 | 0.8979 |
| Total | $1850.48 | $370.10 | $2.96 | 19.3976 |
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.