Performance analysis of Middlesex Water (MSEX)
Annual Return
Over the past 3 years, MSEX has had an average annual return of -10.08%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, MSEX has had an average annual return of -8.06%, underperforming the benchmark SPY, which returned +12.78% annual.
Over the past 10 years, MSEX has had an average annual return of +5.27%, underperforming the benchmark SPY, which returned +14.91% annual.
Since Nov 1, 1999, MSEX has had an average annual return of +8.19%, underperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +14.18% | -1.69% | -18.01% | -15.18% | -33.76% | +68.48% | +15.79% | +21.14% | +36.54% | -4.92% | +65.65% | +19.03% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +14.23% | +11.05% | +9.09% | +5.78% | +8.55% | +7.19% | -5.40% | +4.96% | +12% | -5.22% | -3.46% | +33.47% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -3.91% | +4.49% | +10.18% | +2.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.89% | +3.77% | -3.61% | -2.25% | +3.98% | +6.91% | +1.12% | +14.18% | |||||
| 2025 | -3.78% | -0.35% | +27.87% | -1.53% | -7.64% | -6.51% | -4.76% | +4.43% | +1.08% | +6.19% | -10.10% | -1.73% | -1.69% |
| 2024 | -14.71% | -8.53% | +3.16% | -3.39% | +6.83% | -3.01% | +27.21% | -4.71% | +3.54% | -6.21% | +7.49% | -19.57% | -18.01% |
| 2023 | +6.60% | -8.44% | +2.12% | -6.58% | +11.96% | -0.86% | -0.30% | -6.05% | -11.97% | -4.11% | +1.08% | +2.69% | -15.18% |
| 2022 | -15.84% | -0.94% | +5.18% | -15.42% | -4.10% | +3.12% | +8.47% | -6.37% | -13.03% | +15.89% | +4.80% | -15.82% | -33.76% |
| 2021 | +9.84% | -13.44% | +15.07% | +3.80% | +5.16% | -4.92% | +24.48% | +7.82% | -6.06% | +7.14% | -5.91% | +16.75% | +68.48% |
| 2020 | +2.66% | -8.54% | +1.09% | +0.30% | +13.02% | -1.00% | -4.64% | +0.49% | -3.09% | +3.20% | +7.19% | +5.81% | +15.79% |
| 2019 | +5.34% | +5.21% | -4.89% | +3.57% | +2.42% | +0.15% | +5.70% | -2.15% | +6.42% | +3.53% | -6.20% | +1.21% | +21.14% |
| 2018 | -5.64% | -5.32% | +3.55% | +13.52% | +7.25% | -5.11% | +5.03% | +3.90% | +5.72% | -7.06% | +15.77% | +2.91% | +36.54% |
| 2017 | -11.95% | +0.17% | -1.86% | +3.17% | -6.78% | +12.12% | -0.91% | -2.68% | +3.40% | +10.72% | +6.62% | -13.47% | -4.92% |
Drawdown analysis of Middlesex Water (MSEX)
The maximum drawdown for the MSEX was -60.52%, occurring on Apr 16, 2024. This drawdown has not yet recovered.
The current MSEX drawdown is -48.29%.
Since Nov 1, 1999 MSEX has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 10 times
- 10% or more: 22 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -60.52% | Dec 31, 2021 | 574 | Apr 16, 2024 | Ongoing | Ongoing | Ongoing |
| -41.83% | Jul 28, 2005 | 908 | Mar 9, 2009 | 447 | Dec 14, 2010 | 1355 |
| -28.80% | Feb 18, 2020 | 19 | Mar 16, 2020 | 55 | Jun 3, 2020 | 74 |
| -25.61% | Nov 24, 1999 | 62 | Feb 24, 2000 | 211 | Dec 22, 2000 | 273 |
| -25.15% | Nov 29, 2017 | 65 | Mar 6, 2018 | 94 | Jul 19, 2018 | 159 |
| -24.96% | May 3, 2002 | 56 | Jul 24, 2002 | 245 | Jul 15, 2003 | 301 |
| -23.96% | Dec 12, 2016 | 108 | May 18, 2017 | 101 | Oct 11, 2017 | 209 |
| -23.95% | Jul 5, 2016 | 49 | Sep 13, 2016 | 61 | Dec 8, 2016 | 110 |
| -21.90% | Apr 12, 2004 | 74 | Jul 28, 2004 | 241 | Jul 12, 2005 | 315 |
| -20.49% | Feb 8, 2021 | 12 | Feb 25, 2021 | 62 | May 25, 2021 | 74 |
| -15.93% | Dec 14, 2018 | 6 | Dec 24, 2018 | 40 | Feb 22, 2019 | 46 |
| -15.16% | Jun 15, 2020 | 70 | Sep 23, 2020 | 34 | Nov 10, 2020 | 104 |
| -14.88% | Jul 29, 2003 | 5 | Aug 5, 2003 | 70 | Nov 12, 2003 | 75 |
| -12.71% | Sep 8, 2021 | 68 | Dec 14, 2021 | 10 | Dec 29, 2021 | 78 |
| -12.58% | Jun 7, 2001 | 20 | Jul 6, 2001 | 131 | Jan 17, 2002 | 151 |
| -12.23% | Apr 6, 2011 | 124 | Oct 3, 2011 | 18 | Oct 27, 2011 | 142 |
| -12.22% | Oct 31, 2019 | 7 | Nov 11, 2019 | 58 | Feb 5, 2020 | 65 |
| -11.26% | Mar 12, 2019 | 25 | Apr 16, 2019 | 17 | May 10, 2019 | 42 |
| -11.24% | Nov 29, 2013 | 45 | Feb 5, 2014 | 32 | Mar 24, 2014 | 77 |
| -11.23% | Jan 22, 2001 | 44 | Mar 26, 2001 | 36 | May 16, 2001 | 80 |
| -10.98% | Sep 21, 2018 | 29 | Nov 1, 2018 | 3 | Nov 6, 2018 | 32 |
| -10.84% | Nov 12, 2003 | 6 | Nov 20, 2003 | 25 | Dec 29, 2003 | 31 |
| -9.98% | Dec 22, 2000 | 8 | Jan 5, 2001 | 10 | Jan 22, 2001 | 18 |
| -9.54% | Apr 28, 2015 | 19 | May 26, 2015 | 82 | Sep 21, 2015 | 101 |
| -9.37% | Oct 27, 2011 | 20 | Nov 25, 2011 | 45 | Feb 1, 2012 | 65 |