Performance analysis of Essential Utilities (WTRG)
Annual Return
Over the past 3 years, WTRG has had an average annual return of +0.05%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, WTRG has had an average annual return of -0.90%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, WTRG has had an average annual return of +3.94%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, WTRG has had an average annual return of +9.39%, outperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +3.33% | +9.43% | +0.52% | -19.37% | -8.93% | +16.04% | +2.93% | +40.41% | -10.68% | +33.76% | +3.22% | +14.49% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +16.10% | +18.76% | +18.60% | +0.86% | +32.48% | -12.22% | -0.21% | -4.95% | -15.01% | +50.76% | +13.89% | +37.51% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -6.37% | +17.86% | +52.96% | -9.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.12% | +4% | +0.75% | -5.14% | -2.56% | +3.85% | +1.59% | +3.33% | |||||
| 2025 | -2.31% | +8.04% | +4.08% | +4.05% | -5.51% | -3.61% | -0.92% | +8.31% | +0.99% | -2.18% | +2.32% | -3.11% | +9.43% |
| 2024 | -3.99% | -2.17% | +6.53% | -1.27% | +3.96% | -1.06% | +8.89% | -3.29% | -1.08% | +0.08% | +4.57% | -9.27% | +0.52% |
| 2023 | -2.10% | -7.87% | +2.03% | -2.18% | -3.94% | -2.04% | +5.96% | -12.06% | -6.97% | -2.53% | +7.39% | +4.89% | -19.37% |
| 2022 | -9.22% | -2.78% | +8.53% | -12.46% | +3.99% | -0.89% | +13.28% | -4.83% | -15.81% | +6.86% | +9.81% | -1.06% | -8.93% |
| 2021 | -2.09% | -8.68% | +6.40% | +5.32% | +1.98% | -4.39% | +7.48% | +1.60% | -7.15% | +2.15% | +0.99% | +13.58% | +16.04% |
| 2020 | +10.65% | -16.83% | -5.37% | +2.68% | +5.34% | -3.47% | +7.36% | -5.77% | -5.29% | +2.36% | +10.52% | +4.44% | +2.93% |
| 2019 | +2.52% | +3.17% | +1.39% | +7.19% | +1.80% | +4.63% | +1.40% | +6.14% | +1.22% | +1.12% | -1.81% | +6.03% | +40.41% |
| 2018 | -7.70% | -5.02% | -0.38% | +3.20% | -0.67% | +1.38% | +5% | +1.24% | -0.75% | -11.84% | +6.11% | -0.29% | -10.68% |
| 2017 | +1.23% | +5.04% | +1.29% | +2.92% | -0.61% | +1.87% | +0.24% | +0.67% | -0.63% | +6.90% | +7.67% | +3.26% | +33.76% |
Drawdown analysis of Essential Utilities (WTRG)
The maximum drawdown for the WTRG was -47.97%, occurring on Jul 15, 2008. Recovery took 1000 trading sessions.
The current WTRG drawdown is -16.55%.
Since Nov 1, 1999 WTRG has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 4 times
- 20% or more: 5 times
- 10% or more: 16 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.97% | Feb 27, 2006 | 599 | Jul 15, 2008 | 1000 | Jul 2, 2012 | 1599 |
| -39.62% | Feb 18, 2020 | 24 | Mar 23, 2020 | 443 | Dec 22, 2021 | 467 |
| -36.50% | Dec 31, 2021 | 440 | Oct 3, 2023 | Ongoing | Ongoing | Ongoing |
| -34.47% | May 8, 2002 | 50 | Jul 19, 2002 | 226 | Jun 12, 2003 | 276 |
| -28.60% | Nov 5, 1999 | 85 | Mar 9, 2000 | 28 | Apr 18, 2000 | 113 |
| -19.91% | Oct 3, 2005 | 14 | Oct 21, 2005 | 83 | Feb 22, 2006 | 97 |
| -19.39% | Dec 28, 2000 | 9 | Jan 11, 2001 | 110 | Jun 20, 2001 | 119 |
| -19.11% | Jun 30, 2016 | 93 | Nov 10, 2016 | 208 | Sep 11, 2017 | 301 |
| -18.44% | May 2, 2000 | 43 | Jul 3, 2000 | 112 | Dec 11, 2000 | 155 |
| -18.32% | Aug 1, 2013 | 114 | Jan 14, 2014 | 241 | Dec 29, 2014 | 355 |
| -16.87% | Dec 28, 2017 | 43 | Mar 2, 2018 | 287 | Apr 24, 2019 | 330 |
| -15.16% | Jan 21, 2004 | 128 | Jul 26, 2004 | 48 | Oct 1, 2004 | 176 |
| -14.96% | Aug 20, 2001 | 18 | Sep 20, 2001 | 35 | Nov 8, 2001 | 53 |
| -11.74% | Jan 29, 2015 | 105 | Jun 30, 2015 | 75 | Oct 15, 2015 | 180 |
| -11.60% | Nov 26, 2001 | 33 | Jan 14, 2002 | 33 | Mar 4, 2002 | 66 |
| -10.21% | Jun 20, 2001 | 1 | Jun 21, 2001 | 6 | Jun 29, 2001 | 7 |
| -9.51% | Jul 13, 2012 | 47 | Sep 19, 2012 | 77 | Jan 11, 2013 | 124 |
| -8.80% | May 21, 2013 | 22 | Jun 21, 2013 | 15 | Jul 15, 2013 | 37 |
| -8.55% | Jun 29, 2001 | 7 | Jul 11, 2001 | 11 | Jul 26, 2001 | 18 |
| -7.45% | Mar 8, 2005 | 12 | Mar 24, 2005 | 10 | Apr 8, 2005 | 22 |
| -7.26% | Oct 18, 2019 | 17 | Nov 12, 2019 | 27 | Dec 20, 2019 | 44 |
| -7.13% | May 12, 2005 | 1 | May 13, 2005 | 12 | Jun 1, 2005 | 13 |
| -6.72% | Jun 20, 2003 | 34 | Aug 8, 2003 | 39 | Oct 3, 2003 | 73 |
| -6.17% | Dec 29, 2014 | 4 | Jan 5, 2015 | 17 | Jan 29, 2015 | 21 |
| -5.89% | Mar 4, 2002 | 23 | Apr 5, 2002 | 19 | May 2, 2002 | 42 |