The total return over the past 12 months is +5.28% vs. +19.98% for the S&P 500. So far it's up -3.48% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +2.34% | +6.23% | +4.73% | +4.89% | +8.18% | +6.28% |
| Total Return CAGR | +5.28% | +9.61% | +8.06% | +8.22% | +11.59% | +9.54% |
| Revenue CAGR | +2.82% | (7.44%) | +2.45% | +3.17% | +2.55% | +0.38% |
| Net Income CAGR | (15.99%) | (3.52%) | (14.12%) | +8.75% | +4.56% | +3.25% |
| EPS CAGR | (16.45%) | (6.10%) | (15.72%) | +0.13% | (0.20%) | +1.99% |
| Free Cash Flow CAGR | N/A | (4.61%) | N/A | (2.86%) | N/A | N/A |
| Operating Cash Flow CAGR | +55.28% | +42.15% | +13.60% | +10.75% | +8.99% | +11.94% |
| Dividends CAGR | +4.04% | +4.05% | +4.30% | +6.30% | +8.30% | +7.75% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Sempra (SRE)
| Year | Start price | End price | SRE Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $88.29 | $84.04 | (3.48%) | +13.55% | (17.03%) |
| 2025 | $87.72 | $88.29 | +3.94% | +17.72% | (13.78%) |
| 2024 | $74.73 | $87.72 | +21.12% | +24.89% | (3.77%) |
| 2023 | $77.27 | $74.73 | (0.02%) | +26.19% | (26.21%) |
| 2022 | $66.14 | $77.27 | +20.28% | (18.17%) | +38.45% |
| 2021 | $63.71 | $66.14 | +7.37% | +28.74% | (21.37%) |
| 2020 | $75.74 | $63.71 | (12.79%) | +18.37% | (31.16%) |
| 2019 | $54.10 | $75.74 | +43.96% | +31.22% | +12.74% |
| 2018 | $53.46 | $54.10 | +4.47% | (4.56%) | +9.03% |
| 2017 | $50.32 | $53.46 | +9.42% | +21.70% | (12.28%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
