The total return over the past 12 months is +3.26% vs. +15.54% for the S&P 500. So far it's up +3.59% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (0.39%) | +4.04% | (3.52%) | +2.41% | +5.52% | +4.03% |
| Total Return CAGR | +3.26% | +7.73% | (0.47%) | +5.22% | +8.36% | +6.84% |
| Revenue CAGR | +9.86% | +3.70% | +7.33% | +12.17% | +8.59% | +8.43% |
| Net Income CAGR | (14.08%) | +5.97% | +5.58% | +10.35% | +9.59% | +9.58% |
| EPS CAGR | (15.88%) | +7.52% | +14.05% | +6.79% | +7.63% | +6.89% |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | +12.21% | +8.46% | +8.75% | +10.13% | +8.55% | +8.98% |
| Dividends CAGR | +5.62% | +6.36% | +6.62% | +6.89% | +7.18% | +7.41% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Essential Utilities, Inc. (WTRG)
| Year | Start price | End price | WTRG Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $38.36 | $38.67 | +3.59% | +12.91% | (9.32%) |
| 2025 | $36.32 | $38.36 | +9.43% | +17.72% | (8.29%) |
| 2024 | $37.35 | $36.32 | +0.52% | +24.89% | (24.37%) |
| 2023 | $47.73 | $37.35 | (19.37%) | +26.19% | (45.56%) |
| 2022 | $53.69 | $47.73 | (8.93%) | (18.17%) | +9.24% |
| 2021 | $47.29 | $53.69 | +16.04% | +28.74% | (12.70%) |
| 2020 | $46.94 | $47.29 | +2.93% | +18.37% | (15.44%) |
| 2019 | $34.19 | $46.94 | +40.41% | +31.22% | +9.19% |
| 2018 | $39.23 | $34.19 | (10.68%) | (4.56%) | (6.12%) |
| 2017 | $30.04 | $39.23 | +33.76% | +21.70% | +12.06% |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
