California Water Service Group (CWT) Stock Total Returns

Growth of $10,000 chart

2021-04-21 to 2026-04-21
to
$
%
%
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Investment Performance

Final Value
$8,201
Total Return
-17.99%
CAGR
-3.89%
Dividends
$919.73
Yield on Cost
9.20%

Rolling Returns

1-Month (21 Trading Days)
Average-0.07%
Median-0.39%
Best+22.79%
Worst-16.56%
% of Windows Positive48.1%
1-Year (252 Trading Days)
Average-4.84%
Median-4.54%
Best+18.53%
Worst-26.92%
% of Windows Positive30.0%
3-Year (756 Trading Days)
Average-15.25%
Median-15.03%
Best+1.54%
Worst-37.20%
% of Windows Positive0.8%

Risk Metrics

Maximum Drawdown -38.94%
Average Drawdown -22.85%
Drawdown Duration 1076 Trading Days (Unrecovered)
Sortino Ratio -0.07
Calmar Ratio -0.10
CVaR (5%) -3.30%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +7.27% (+25.98% ann.) +$727.19 $77.31 $15.46 $0.12
2025 -2.32% $232.45 $275.80 $55.16 $0.44
2024 -11.04% $1103.82 $217.41 $43.48 $0.35
2023 -13.18% $1317.72 $172.42 $34.48 $0.28
2022 -14.43% $1442.89 $139.90 $27.98 $0.22
2021 +34.61% +$3461.42 $171.08 $34.22 $0.27
2020 +6.27% +$626.63 $166.09 $33.22 $0.27
2019 +9.51% +$951.12 $166.95 $33.39 $0.27
2018 +6.67% +$666.61 $166.78 $33.36 $0.27
2017 +35.86% +$3585.78 $213.71 $42.74 $0.34
2016 +48.53% +$4853.07 $299.71 $59.94 $0.48
2015 -3.23% $323.40 $275.36 $55.07 $0.44
2014 +9.13% +$913.19 $285.16 $57.03 $0.46
2013 +28.87% +$2887.04 $352.17 $70.43 $0.56
2012 +3.35% +$334.56 $349.71 $69.94 $0.56
2011 +0.67% +$67.36 $333.98 $66.80 $0.53
2010 +3.88% +$388.49 $326.94 $65.39 $0.52
2009 -18.74% $1873.56 $256.37 $51.27 $0.41
2008 +28.70% +$2869.58 $319.71 $63.94 $0.51
2007 -6.12% $612.09 $289.74 $57.95 $0.46
2006 +8.19% +$818.77 $303.91 $60.78 $0.49
2005 +4.18% +$417.63 $305.85 $61.17 $0.49
2004 +41.85% +$4184.69 $418.25 $83.65 $0.67
2003 +19.78% +$1978.10 $480.15 $96.03 $0.77
2002 -4.76% $475.62 $440.99 $88.20 $0.71
2001 -1.20% $119.98 $418.51 $83.70 $0.67
2000 -7.77% $776.92 $365.95 $73.19 $0.59
1999 +0.03% +$2.54 $349.33 $69.87 $0.56
1998 +9.46% +$945.81 $359.04 $71.81 $0.57
1997 +46.07% +$4607.13 $510.43 $102.08 $0.82
1996 +34.46% +$3445.93 $646.67 $129.33 $1.03
1995 +7.75% +$775.47 $650.21 $130.04 $1.04
1994 -16.25% $1624.67 $503.24 $100.65 $0.81
1993 +26.38% +$2638.25 $591.20 $118.24 $0.95
1992 +23.75% +$2374.80 $677.00 $135.40 $1.08
1991 +10.43% +$1043.22 $686.85 $137.37 $1.10
1990 +0.74% +$73.99 $633.81 $126.76 $1.01
1989 +15.80% +$1579.87 $672.37 $134.47 $1.08
1988 -11.08% $1108.42 $542.04 $108.41 $0.87
1987 +17.04% +$1704.21 $492.73 $98.55 $0.79
1986 +17.68% +$1767.96 $0.00 $0.00 $0.00
1985 +45.97% +$4596.77 $0.00 $0.00 $0.00
1984 +21.57% +$2156.86 $0.00 $0.00 $0.00
1983 +22.89% +$2289.16 $0.00 $0.00 $0.00
1982 +16.90% +$1690.14 $0.00 $0.00 $0.00
1981 +20.34% +$2033.89 $0.00 $0.00 $0.00
1980 -6.35% $634.92 $0.00 $0.00 $0.00
1979 +3.28% +$327.87 $0.00 $0.00 $0.00
1978 -3.17% $317.47 $0.00 $0.00 $0.00
1977 -3.08% $307.69 $0.00 $0.00 $0.00
1976 +28.71% +$2871.29 $0.00 $0.00 $0.00
1975 +7.45% +$744.68 $0.00 $0.00 $0.00
1974 -5.05% $505.05 $0.00 $0.00 $0.00
1973 partial -11.21% (-12.96% ann.) $1121.08 $0.00 $0.00 $0.00

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +95.22% +15.71% +$9522.18 $3406.56 $681.31 $5.45
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +3.16% +1.21% +$315.54 $1119.24 $223.85 $1.79
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +104.50% +15.39% +$10449.63 $2484.75 $496.95 $3.97
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -7.90% -5.66% $789.82 $417.86 $83.57 $0.67
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +4.67% +1.36% +$466.69 $1056.08 $211.22 $1.69
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +251.64% +18.08% +$25164.15 $3244.12 $648.82 $5.19
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -13.12% -79.93% $1312.41 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 -1.79% -2.87% $179.19 $133.53 $26.71 $0.21
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +28.60% +26.95% +$2860.09 $182.56 $36.51 $0.29
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -3.75% -3.97% $374.59 $159.55 $31.91 $0.26
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -9.44% -5.21% $944.47 $304.10 $60.82 $0.49
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 21, 2026 -12.34% -7.96% $1233.94 $345.38 $69.08 $0.55

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1987-02-02 $0.0922 1.31%
1987-04-27 $0.0922 1.32%
1987-07-27 $0.0922 1.33%
1987-10-27 $0.0467 0.80%
1988-02-01 $0.1000 1.28%
1988-04-26 $0.1000 1.37%
1988-07-26 $0.1000 1.47%
1988-10-26 $0.1000 1.55%
1989-01-27 $0.1050 1.63%
1989-04-25 $0.1050 1.77%
1989-07-26 $0.1050 1.68%
1989-10-26 $0.1050 1.56%
1990-01-29 $0.1087 1.57%
1990-04-25 $0.1087 1.70%
1990-07-26 $0.1087 1.74%
1990-10-26 $0.1087 1.64%
1991-01-28 $0.1125 1.88%
1991-04-25 $0.1125 1.53%
1991-07-26 $0.1125 1.73%
1991-10-28 $0.1125 1.67%
1992-01-28 $0.1163 1.62%
1992-04-27 $0.1163 1.61%
1992-07-27 $0.1163 1.50%
1992-10-26 $0.1163 1.48%
1993-02-01 $0.1200 1.35%
1993-04-26 $0.1200 1.38%
1993-07-26 $0.1200 1.33%
1993-10-26 $0.1200 1.21%
1994-01-31 $0.1237 1.31%
1994-04-25 $0.1237 1.44%
1994-07-26 $0.1237 1.39%
1994-10-26 $0.1237 1.55%
1995-01-31 $0.1275 1.62%
1995-04-25 $0.1275 1.59%
1995-07-28 $0.1275 1.69%
1995-10-30 $0.1275 1.49%
1996-02-01 $0.1300 1.44%
1996-04-29 $0.1300 1.48%
1996-07-30 $0.1300 1.58%
1996-10-30 $0.1300 1.37%
1997-01-30 $0.1320 1.25%
1997-04-29 $0.1320 1.20%
1997-07-30 $0.1320 1.23%
1997-10-29 $0.1320 1.05%
1998-01-30 $0.1310 0.88%
1998-04-29 $0.1310 1.03%
1998-07-29 $0.1310 1.09%
1998-10-28 $0.1310 0.98%
1999-01-28 $0.1350 1.08%
1999-04-28 $0.1350 1.16%
1999-07-28 $0.1350 0.99%
1999-10-28 $0.1350 0.92%
2000-01-28 $0.1350 1.00%
2000-04-27 $0.1375 1.13%
2000-07-28 $0.1375 1.19%
2000-10-30 $0.1375 1.06%
2001-01-30 $0.1395 1.14%
2001-04-27 $0.1395 1.05%
2001-07-30 $0.1395 1.15%
2001-10-30 $0.1390 1.06%
2002-02-06 $0.1400 1.15%
2002-05-02 $0.1400 1.12%
2002-08-01 $0.1400 1.15%
2002-10-31 $0.1400 1.12%
2003-02-05 $0.1405 1.14%
2003-04-30 $0.1400 1.03%
2003-07-30 $0.1400 0.97%
2003-10-29 $0.1400 1.04%
2004-02-04 $0.1415 0.97%
2004-05-06 $0.1415 1.00%
2004-08-05 $0.1415 1.01%
2004-11-04 $0.1415 0.93%
2005-02-03 $0.1425 0.89%
2005-05-05 $0.1425 0.81%
2005-08-04 $0.1425 0.68%
2005-11-03 $0.1425 0.77%
2006-02-02 $0.1440 0.68%
2006-05-04 $0.1440 0.69%
2006-08-03 $0.1440 0.78%
2006-11-02 $0.1440 0.77%
2007-02-01 $0.1450 0.73%
2007-05-03 $0.1450 0.75%
2007-08-02 $0.1450 0.76%
2007-11-01 $0.1450 0.65%
2008-01-31 $0.1465 0.87%
2008-05-02 $0.1465 0.78%
2008-07-31 $0.1465 0.82%
2008-10-30 $0.1465 0.87%
2009-02-05 $0.1475 0.65%
2009-05-06 $0.1475 0.78%
2009-08-06 $0.1475 0.79%
2009-11-05 $0.1475 0.83%
2010-02-04 $0.1490 0.82%
2010-05-06 $0.1490 0.77%
2010-08-05 $0.1490 0.83%
2010-11-04 $0.1490 0.80%
2011-02-03 $0.1540 0.85%
2011-05-05 $0.1540 0.83%
2011-08-04 $0.1540 0.84%
2011-11-03 $0.1540 0.83%
2012-02-02 $0.1580 0.84%
2012-05-03 $0.1580 0.88%
2012-08-02 $0.1580 0.86%
2012-11-07 $0.1580 0.85%
2013-02-07 $0.1600 0.82%
2013-05-02 $0.1600 0.81%
2013-08-08 $0.1600 0.73%
2013-11-07 $0.1600 0.71%
2014-02-06 $0.1630 0.74%
2014-05-08 $0.1630 0.75%
2014-08-07 $0.1630 0.70%
2014-11-06 $0.1630 0.63%
2015-02-05 $0.1680 0.67%
2015-05-07 $0.1680 0.70%
2015-08-06 $0.1680 0.78%
2015-11-05 $0.1680 0.74%
2016-02-04 $0.1730 0.69%
2016-05-05 $0.1730 0.60%
2016-08-04 $0.1730 0.53%
2016-11-03 $0.1730 0.56%
2017-02-02 $0.1800 0.53%
2017-05-04 $0.1800 0.51%
2017-08-03 $0.1800 0.47%
2017-11-03 $0.1800 0.41%
2018-02-09 $0.1880 0.50%
2018-05-04 $0.1880 0.47%
2018-08-03 $0.1880 0.46%
2018-11-08 $0.1880 0.42%
2019-02-08 $0.1980 0.39%
2019-05-03 $0.1980 0.40%
2019-08-09 $0.1980 0.37%
2019-11-07 $0.1980 0.37%
2020-02-07 $0.2130 0.39%
2020-05-08 $0.2130 0.47%
2020-08-07 $0.2130 0.45%
2020-11-06 $0.2130 0.46%
2021-02-05 $0.2300 0.41%
2021-05-07 $0.2300 0.40%
2021-08-06 $0.2300 0.35%
2021-11-05 $0.2300 0.37%
2022-02-04 $0.2500 0.41%
2022-05-06 $0.2500 0.49%
2022-08-05 $0.2500 0.41%
2022-11-04 $0.2500 0.43%
2023-02-03 $0.2600 0.41%
2023-05-05 $0.2600 0.46%
2023-08-04 $0.2600 0.51%
2023-11-03 $0.2600 0.51%
2024-02-09 $0.2800 0.60%
2024-05-03 $0.2800 0.56%
2024-08-12 $0.2800 0.53%
2024-11-12 $0.2800 0.54%
2025-02-10 $0.3400 0.78%
2025-05-12 $0.3000 0.62%
2025-08-11 $0.3000 0.64%
2025-11-10 $0.3000 0.64%
2026-02-09 $0.3350 0.75%
Total 157 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-05-07 $37.57 $7.51 $0.06 0.5187
2021-08-06 $37.69 $7.54 $0.06 0.4645
2021-11-05 $37.80 $7.56 $0.06 0.4725
2022-02-04 $41.20 $8.24 $0.07 0.5506
2022-05-06 $41.34 $8.27 $0.07 0.6530
2022-08-05 $41.50 $8.30 $0.07 0.5543
2022-11-04 $41.64 $8.33 $0.07 0.5558
2023-02-03 $43.45 $8.69 $0.07 0.5535
2023-05-05 $43.59 $8.72 $0.07 0.6103
2023-08-04 $43.75 $8.75 $0.07 0.6788
2023-11-03 $43.93 $8.79 $0.07 0.6683
2024-02-09 $47.50 $9.50 $0.08 0.8070
2024-05-03 $47.72 $9.54 $0.08 0.7534
2024-08-12 $47.93 $9.59 $0.08 0.7313
2024-11-12 $48.14 $9.63 $0.08 0.7561
2025-02-10 $58.71 $11.74 $0.09 1.0714
2025-05-12 $52.12 $10.42 $0.08 0.8851
2025-08-11 $52.39 $10.48 $0.08 0.8957
2025-11-10 $52.66 $10.53 $0.08 0.9189
2026-02-09 $59.11 $11.82 $0.09 1.0728
Total $919.73 $183.95 $1.47 14.1721

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

IIPR

CAGR 16.91% Total 333.41% Final $43,341
2016-12-01 — 2026-04-21
SBH

CAGR 3.44% Total 92.88% Final $19,288
2006-11-17 — 2026-04-21
BJ

CAGR 20.75% Total 336.36% Final $43,636
2018-06-28 — 2026-04-21