Performance analysis of Sempra (SREA)
Annual Return
Over the past 3 years, SREA has had an average annual return of +1.74%, underperforming the benchmark SPY, which returned +20.51% annual.
Over the past 5 years, SREA has had an average annual return of +0.42%, underperforming the benchmark SPY, which returned +13.50% annual.
Since Jun 27, 2019, SREA has had an average annual return of +3.43%, underperforming the benchmark SPY, which returned +16.01% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.95% | +3.91% | -3.55% | +22.67% | -15.99% | +1.37% | +13.17% | +8.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.76% | +0% | -6.94% | +4.71% | -0.78% | -0.33% | -1.95% | ||||||
| 2025 | +3.35% | -2.73% | -4.57% | -2.75% | +1.67% | -1.34% | +7.98% | +2.12% | +2.44% | -0.70% | -3.26% | +2.32% | +3.91% |
| 2024 | -1.00% | +1.09% | -2.83% | +0.58% | -2.78% | +1.28% | +0.69% | +6.42% | +0.36% | +0.29% | -3.14% | -4.12% | -3.55% |
| 2023 | +14.10% | -2.27% | +4.17% | -0.40% | -0.49% | -0.23% | +1.04% | -0.66% | -4.36% | -1.27% | +7.77% | +4.56% | +22.67% |
| 2022 | -2.63% | -3.38% | +0.86% | -6.34% | +4.59% | -4.27% | +6.86% | -2.42% | -2.55% | -8.12% | +7.59% | -6.01% | -15.99% |
| 2021 | -3.98% | -2.38% | +3.66% | +0.44% | -0.81% | +2.59% | +1.27% | -1.11% | +1.15% | +1.45% | -4.16% | +3.63% | +1.37% |
| 2020 | +0.60% | -3.32% | -8.18% | +8.95% | +0.24% | +1.64% | +5.28% | +0.85% | -0.30% | -0.33% | +2.55% | +5.52% | +13.17% |
| 2019 | -0.16% | +4.91% | +1.94% | +1.49% | -1.15% | -0.57% | +2.23% | +8.87% |
Drawdown analysis of Sempra (SREA)
The maximum drawdown for the SREA was -33.47%, occurring on Mar 18, 2020. Recovery took 87 trading sessions.
The current SREA drawdown is -6.77%.
Since Jun 27, 2019 SREA has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.47% | Feb 10, 2020 | 26 | Mar 18, 2020 | 87 | Jul 22, 2020 | 113 |
| -19.58% | Oct 20, 2021 | 263 | Nov 4, 2022 | 286 | Dec 27, 2023 | 549 |
| -18.28% | Nov 5, 2024 | 107 | Apr 11, 2025 | Ongoing | Ongoing | Ongoing |
| -6.91% | Jan 25, 2024 | 86 | May 29, 2024 | 61 | Aug 26, 2024 | 147 |
| -6.58% | Dec 31, 2020 | 37 | Feb 25, 2021 | 75 | Jun 14, 2021 | 112 |
| -3.80% | Oct 13, 2020 | 18 | Nov 6, 2020 | 21 | Dec 8, 2020 | 39 |
| -3.03% | Sep 2, 2020 | 15 | Sep 24, 2020 | 7 | Oct 5, 2020 | 22 |
| -2.84% | Jun 21, 2021 | 35 | Aug 10, 2021 | 30 | Sep 22, 2021 | 65 |
| -2.63% | Sep 3, 2019 | 8 | Sep 13, 2019 | 4 | Sep 19, 2019 | 12 |
| -2.37% | Oct 24, 2019 | 3 | Oct 29, 2019 | 35 | Dec 18, 2019 | 38 |
| -1.87% | Jan 2, 2024 | 3 | Jan 5, 2024 | 12 | Jan 24, 2024 | 15 |
| -1.79% | Oct 1, 2024 | 23 | Nov 1, 2024 | 2 | Nov 5, 2024 | 25 |
| -1.73% | Sep 22, 2021 | 8 | Oct 4, 2021 | 8 | Oct 14, 2021 | 16 |
| -1.72% | Dec 27, 2019 | 6 | Jan 7, 2020 | 12 | Jan 24, 2020 | 18 |
| -1.30% | Jul 31, 2020 | 4 | Aug 6, 2020 | 4 | Aug 12, 2020 | 8 |
| -1.26% | Oct 8, 2019 | 5 | Oct 15, 2019 | 7 | Oct 24, 2019 | 12 |
| -1.13% | Aug 20, 2020 | 5 | Aug 27, 2020 | 4 | Sep 2, 2020 | 9 |
| -0.95% | Aug 2, 2019 | 8 | Aug 14, 2019 | 9 | Aug 27, 2019 | 17 |
| -0.91% | Oct 7, 2020 | 2 | Oct 9, 2020 | 2 | Oct 13, 2020 | 4 |
| -0.86% | Aug 13, 2020 | 2 | Aug 17, 2020 | 1 | Aug 18, 2020 | 3 |
| -0.76% | Sep 5, 2024 | 5 | Sep 12, 2024 | 5 | Sep 19, 2024 | 10 |
| -0.72% | Sep 25, 2024 | 3 | Sep 30, 2024 | 1 | Oct 1, 2024 | 4 |
| -0.63% | Jul 22, 2020 | 1 | Jul 23, 2020 | 4 | Jul 29, 2020 | 5 |
| -0.59% | Sep 30, 2019 | 2 | Oct 2, 2019 | 2 | Oct 4, 2019 | 4 |
| -0.52% | Sep 19, 2024 | 3 | Sep 24, 2024 | 1 | Sep 25, 2024 | 4 |