The total return over the past 12 months is +1.75% vs. +16.94% for the S&P 500. So far it's up +7.36% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (0.93%) | (7.12%) | (12.71%) | +4.62% | +7.58% | +5.37% |
| Total Return CAGR | +1.75% | (4.85%) | (10.95%) | +6.64% | +10.24% | +8.41% |
| Revenue CAGR | +5.26% | +7.16% | +7.47% | +4.81% | +4.62% | +4.93% |
| Net Income CAGR | +10.51% | +8.79% | +4.28% | +8.10% | +8.25% | +8.19% |
| EPS CAGR | N/A | +15.46% | +1.51% | +6.73% | +6.18% | +6.12% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | (19.60%) | +0.97% | +4.47% | +2.07% | +5.61% | +6.63% |
| Dividends CAGR | +4.95% | +5.28% | +5.80% | +5.92% | +4.41% | +3.66% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Middlesex Water Company (MSEX)
| Year | Start price | End price | MSEX Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $50.42 | $53.07 | +7.36% | +14.51% | (7.15%) |
| 2025 | $52.63 | $50.42 | (1.69%) | +17.72% | (19.41%) |
| 2024 | $65.62 | $52.63 | (18.01%) | +24.89% | (42.90%) |
| 2023 | $78.67 | $65.62 | (15.18%) | +26.19% | (41.37%) |
| 2022 | $120.30 | $78.67 | (33.76%) | (18.17%) | (15.59%) |
| 2021 | $72.47 | $120.30 | +68.02% | +28.74% | +39.28% |
| 2020 | $63.57 | $72.47 | +15.79% | +18.37% | (2.58%) |
| 2019 | $53.35 | $63.57 | +21.14% | +31.22% | (10.08%) |
| 2018 | $39.91 | $53.35 | +36.54% | (4.56%) | +41.10% |
| 2017 | $42.94 | $39.91 | (4.92%) | +21.70% | (26.62%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
