Sempra (SRE) Total Return CAGR:24.15%(TTM)
Over the latest trailing 12-month period, Sempra (SRE)'s total return cagr is +24.15%. The comparable SPY value is +24.09%. Year-to-date total return is +4.40%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, Sempra's Total Return CAGR averages 10.87% over 3 years and 8.55% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of Sempra's investment performance.
SRE Total Return CAGR Chart
Sempra (SRE)
SRE Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
SRE Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 3325.05 | 3471.24 | +146.19 | +4.40% | +4.40% |
| 2025 | 3199.01 | 3325.05 | +126.04 | +3.94% | +3.94% |
| 2024 | 2641.28 | 3199.01 | +557.73 | +21.12% | +21.12% |
| 2023 | 2641.83 | 2641.28 | -0.55 | -0.02% | -0.02% |
| 2022 | 2196.34 | 2641.83 | +445.48 | +20.28% | +20.28% |
| 2021 | 2045.59 | 2196.34 | +150.75 | +7.37% | +7.37% |
| 2020 | 2345.50 | 2045.59 | -299.91 | -12.79% | -12.79% |
| 2019 | 1629.26 | 2345.50 | +716.24 | +43.96% | +43.96% |
| 2018 | 1559.52 | 1629.26 | +69.74 | +4.47% | +4.47% |
| 2017 | 1425.28 | 1559.52 | +134.24 | +9.42% | +9.42% |
| 2016 | 1294.09 | 1425.28 | +131.19 | +10.14% | +10.14% |
| 2015 | 1490.15 | 1294.09 | -196.07 | -13.16% | -13.16% |
| 2014 | 1170.91 | 1490.15 | +319.24 | +27.26% | +27.26% |
| 2013 | 898.31 | 1170.91 | +272.61 | +30.35% | +30.35% |
| 2012 | 671.38 | 898.31 | +226.93 | +33.80% | +33.80% |
| 2011 | 617.58 | 671.38 | +53.80 | +8.71% | +8.71% |
| 2010 | 639.08 | 617.58 | -21.50 | -3.36% | -3.36% |
| 2009 | 471.52 | 639.08 | +167.56 | +35.54% | +35.54% |
| 2008 | 665.70 | 471.52 | -194.18 | -29.17% | -29.17% |
| 2007 | 590.75 | 665.70 | +74.95 | +12.69% | +12.69% |
| 2006 | 461.26 | 590.75 | +129.49 | +28.07% | +28.07% |
| 2005 | 367.20 | 461.26 | +94.06 | +25.62% | +25.62% |
| 2004 | 292.43 | 367.20 | +74.77 | +25.57% | +25.57% |
| 2003 | 221.82 | 292.43 | +70.61 | +31.83% | +31.83% |
| 2002 | 220.65 | 221.82 | +1.18 | +0.53% | +0.53% |
| 2001 | 200.78 | 220.65 | +19.87 | +9.90% | +9.90% |
| 2000 | 142.68 | 200.78 | +58.09 | +40.72% | +40.72% |
| 1999 | 193.33 | 142.68 | -50.65 | -26.20% | -26.20% |
| 1998 | 173.69 | 193.33 | +19.64 | +11.31% | +11.31% |
| 1997 | 122.00 | 173.69 | +51.70 | +42.37% | +42.37% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 3,471 | -5.2% | +24.0% |
| Q1 2026 | 3,662 | +9.5% | +43.1% |
| Q4 2025 | 3,346 | +3.3% | +4.5% |
| Q3 2025 | 3,240 | +15.7% | +9.2% |
| Q2 2025 | 2,800 | +9.4% | +3.2% |
| Q1 2025 | 2,559 | -20.0% | +3.1% |
| Q4 2024 | 3,201 | +7.8% | +23.8% |
| Q3 2024 | 2,968 | +9.4% | +16.5% |
| Q2 2024 | 2,714 | +9.3% | +8.2% |
| Q1 2024 | 2,483 | -4.0% | -2.9% |
| Q4 2023 | 2,585 | +1.4% | -4.1% |
| Q3 2023 | 2,548 | +1.6% | -7.2% |
| Q2 2023 | 2,509 | -1.9% | +2.5% |
| Q1 2023 | 2,558 | -5.1% | -2.6% |
| Q4 2022 | 2,697 | -1.8% | +23.3% |
| Q3 2022 | 2,746 | +12.2% | +30.8% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About Sempra
Sempra, an energy holding company founded in 1998 and headquartered in San Diego, California, conducts its operations both domestically and internationally. The firm adopted its current name in July 2021, having previously been known as Sempra Energy. Through its San Diego Gas & Electric Company division, Sempra delivers electricity to approximately 3.6 million individuals and natural gas to roughly 3.3 million individuals across a 4,100 square mile service area. The Southern California Gas Company segment manages an extensive natural gas network, encompassing distribution, transmission, and storage infrastructure, which supplies gas to an estimated 22 million people within a 24,000 square mile territory. Furthermore, Sempra's Texas Utilities division specializes in the regulated transmission and distribution of electrical power, serving 3.8 million residential and commercial customers. This segment oversees 140,000 miles of transmission and distribution lines, including 18,249 circuit miles of transmission lines and 1,174 transmission and distribution substations. It also features interconnections to 130 third-party power generation facilities with a combined capacity of 45,403 megawatts.
- Sector
- Utilities
- Industry
- Diversified Utilities
- CEO
- Jeffrey Walker Martin