Performance analysis of Sempra (SRE)
Annual Return
Over the past 3 years, SRE has had an average annual return of +10.87%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SRE has had an average annual return of +8.99%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SRE has had an average annual return of +8.43%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, SRE has had an average annual return of +12.10%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.10% | +3.94% | +21.12% | -0.02% | +20.28% | +7.38% | -12.79% | +43.97% | +4.46% | +9.42% | +10.57% | -13.17% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +27.26% | +30.35% | +33.83% | +8.74% | -3.37% | +35.57% | -28.74% | +12.69% | +28.10% | +25.62% | +25.57% | +31.77% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +0.62% | +9.90% | +40.66% | -13.13% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.45% | +10.64% | +1.63% | -2.11% | -6.30% | +0.45% | +2.10% | ||||||
| 2025 | -5.46% | -13.70% | +0.63% | +4.08% | +5.82% | -2.76% | +7.80% | +1.08% | +8.99% | +2.92% | +3.02% | -6.11% | +3.94% |
| 2024 | -4.24% | -1.34% | +2.65% | -0.28% | +7.54% | -0.45% | +5.26% | +2.65% | +2.53% | -0.31% | +12.35% | -5.71% | +21.12% |
| 2023 | +3.75% | -6.47% | +1.62% | +2.86% | -7.69% | +1.44% | +3.20% | -5.76% | -2.29% | +2.94% | +4.06% | +3.41% | -0.02% |
| 2022 | +4.45% | +4.39% | +17.41% | -4.02% | +1.55% | -8.29% | +11.19% | -0.50% | -8.48% | +0.67% | +10.10% | -6.33% | +20.28% |
| 2021 | -2.86% | -6.29% | +15.29% | +3.76% | -1.51% | -2.22% | -0.57% | +1.31% | -3.61% | +0.89% | -6.08% | +11.29% | +7.38% |
| 2020 | +6.05% | -12.99% | -18.32% | +9.61% | +1.99% | -6.36% | +6.17% | -0.65% | -3.41% | +5.91% | +1.69% | +0.74% | -12.79% |
| 2019 | +8.12% | +2.96% | +5.30% | +1.66% | +2.74% | +4.56% | -0.77% | +4.58% | +4.94% | -2.10% | +1.91% | +3.52% | +43.97% |
| 2018 | +0.09% | +1.83% | +2.88% | +0.52% | -4.71% | +9.83% | -0.45% | +0.42% | -1.24% | -3.19% | +4.63% | -5.32% | +4.46% |
| 2017 | +1.74% | +7.72% | +0.93% | +2.28% | +3.07% | -3.21% | +0.97% | +4.35% | -2.54% | +2.95% | +2.97% | -10.95% | +9.42% |
Drawdown analysis of Sempra (SRE)
The maximum drawdown for the SRE was -45.00%, occurring on Mar 16, 2020. Recovery took 497 trading sessions.
The current SRE drawdown is -10.25%.
Since Nov 1, 1999 SRE has experienced the following drawdowns:
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.00% | Jan 30, 2020 | 31 | Mar 16, 2020 | 497 | Mar 4, 2022 | 528 |
| -41.89% | Apr 25, 2007 | 381 | Oct 27, 2008 | 817 | Jan 25, 2012 | 1198 |
| -40.77% | May 11, 2001 | 297 | Jul 23, 2002 | 183 | Apr 14, 2003 | 480 |
| -31.62% | Nov 25, 2024 | 90 | Apr 8, 2025 | 124 | Oct 6, 2025 | 214 |
| -24.93% | Nov 29, 2000 | 29 | Jan 11, 2001 | 58 | Apr 5, 2001 | 87 |
| -22.76% | Dec 29, 2014 | 258 | Jan 7, 2016 | 120 | Jun 29, 2016 | 378 |
| -22.72% | Sep 12, 2022 | 265 | Oct 2, 2023 | 231 | Sep 3, 2024 | 496 |
| -19.22% | Apr 20, 2022 | 41 | Jun 17, 2022 | 55 | Sep 7, 2022 | 96 |
| -16.68% | Jul 6, 2016 | 92 | Nov 14, 2016 | 87 | Mar 22, 2017 | 179 |
| -16.30% | Nov 14, 2017 | 139 | Jun 6, 2018 | 133 | Dec 14, 2018 | 272 |
| -15.99% | Nov 2, 1999 | 105 | Apr 3, 2000 | 95 | Aug 17, 2000 | 200 |
| -13.92% | Oct 3, 2003 | 32 | Nov 18, 2003 | 40 | Jan 16, 2004 | 72 |
| -12.74% | Oct 3, 2005 | 13 | Oct 20, 2005 | 58 | Jan 13, 2006 | 71 |
| -12.65% | Apr 9, 2026 | 36 | Jun 1, 2026 | Ongoing | Ongoing | Ongoing |
| -12.23% | Oct 12, 2004 | 5 | Oct 19, 2004 | 22 | Nov 18, 2004 | 27 |
| -10.43% | Feb 22, 2006 | 78 | Jun 14, 2006 | 30 | Jul 27, 2006 | 108 |
| -10.00% | Apr 24, 2003 | 10 | May 8, 2003 | 11 | May 23, 2003 | 21 |
| -9.68% | Mar 7, 2005 | 48 | May 13, 2005 | 34 | Jul 1, 2005 | 82 |
| -9.36% | Dec 14, 2018 | 6 | Dec 24, 2018 | 29 | Feb 6, 2019 | 35 |
| -8.92% | Jul 27, 2012 | 39 | Sep 21, 2012 | 50 | Dec 5, 2012 | 89 |
| -8.81% | Nov 28, 2025 | 36 | Jan 22, 2026 | 16 | Feb 13, 2026 | 52 |
| -7.66% | Apr 5, 2001 | 1 | Apr 6, 2001 | 2 | Apr 10, 2001 | 3 |
| -7.38% | May 20, 2013 | 16 | Jun 12, 2013 | 22 | Jul 15, 2013 | 38 |
| -7.34% | Aug 2, 2013 | 11 | Aug 19, 2013 | 21 | Sep 18, 2013 | 32 |
| -7.23% | Nov 5, 2014 | 28 | Dec 16, 2014 | 7 | Dec 26, 2014 | 35 |