The total return over the past 12 months is +18.89% vs. +17.77% for the S&P 500. So far it's up +6.79% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +15.57% | +7.13% | +7.30% | +5.03% | +8.83% | +7.06% |
| Total Return CAGR | +18.89% | +10.54% | +10.72% | +8.37% | +12.26% | +10.35% |
| Revenue CAGR | +3.09% | (8.51%) | +3.09% | +2.95% | +2.87% | +0.47% |
| Net Income CAGR | (30.23%) | (6.05%) | (12.53%) | +5.05% | +5.81% | +3.96% |
| EPS CAGR | (38.08%) | (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 | +7.80% | +47.79% | +12.01% | +6.05% | +5.90% | +10.48% |
| Dividends CAGR | +4.08% | +4.06% | +4.49% | +6.35% | +8.23% | +7.88% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
Sempra (SRE)
| Year | Start Value | End Value | SRE Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 3067.69 | 3275.84 | +6.79% | +8.94% | (2.15%) |
| 2025 | 2951.41 | 3067.69 | +3.94% | +17.72% | (13.78%) |
| 2024 | 2436.84 | 2951.41 | +21.12% | +24.89% | (3.77%) |
| 2023 | 2437.35 | 2436.84 | (0.02%) | +26.19% | (26.21%) |
| 2022 | 2026.35 | 2437.35 | +20.28% | (18.17%) | +38.45% |
| 2021 | 1887.27 | 2026.35 | +7.37% | +28.74% | (21.37%) |
| 2020 | 2163.96 | 1887.27 | (12.79%) | +18.37% | (31.16%) |
| 2019 | 1503.16 | 2163.96 | +43.96% | +31.22% | +12.74% |
| 2018 | 1438.81 | 1503.16 | +4.47% | (4.56%) | +9.03% |
| 2017 | 1314.96 | 1438.81 | +9.42% | +21.70% | (12.28%) |
