Global Water Resources, Inc. (GWRS) Stock Total Returns

Growth of $10,000 chart

2021-04-14 to 2026-04-14
to
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Investment Performance

Final Value
$4,833
Total Return
-51.67%
CAGR
-13.54%
Dividends
$887.74
Yield on Cost
8.88%

Rolling Returns

1-Month (21 Trading Days)
Average-0.89%
Median-0.38%
Best+25.74%
Worst-21.30%
% of Windows Positive47.5%
1-Year (252 Trading Days)
Average-11.40%
Median-14.63%
Best+39.12%
Worst-43.92%
% of Windows Positive18.1%
3-Year (756 Trading Days)
Average-25.52%
Median-25.82%
Best+6.14%
Worst-39.58%
% of Windows Positive0.6%

Risk Metrics

Maximum Drawdown -61.74%
Average Drawdown -34.27%
Drawdown Duration 1155 Trading Days (Unrecovered)
Sortino Ratio -0.41
Calmar Ratio -0.22
CVaR (5%) -4.49%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial -8.23% (-26.04% ann.) $822.92 $88.95 $17.79 $0.15
2025 -24.78% $2478.44 $263.56 $52.70 $0.44
2024 -10.39% $1039.09 $231.38 $46.27 $0.38
2023 +0.45% +$44.73 $227.88 $45.58 $0.34
2022 -20.98% $2098.19 $176.77 $35.35 $0.27
2021 +20.23% +$2023.05 $201.77 $40.35 $0.33
2020 +11.78% +$1177.55 $221.05 $44.21 $0.37
2019 +32.50% +$3250.00 $287.03 $57.41 $0.48
2018 +11.22% +$1121.70 $311.92 $62.38 $0.49
2017 +5.13% +$512.89 $307.86 $61.57 $0.49
2016 partial +48.16% (+79.27% ann.) +$4816.37 $278.95 $55.78 $0.46

Market Regimes

Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Secular stagnation / QE / low inflation / duration bull partial April 28, 2016 – February 19, 2020 +141.23% +25.99% +$14122.86 $1802.01 $360.39 $2.92
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -31.54% -98.68% $3154.31 $17.31 $3.46 $0.03
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +10.11% +16.76% +$1010.81 $162.88 $32.57 $0.27
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +55.01% +51.56% +$5501.11 $262.32 $52.46 $0.43
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 -27.40% -28.82% $2739.73 $160.77 $32.15 $0.25
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 +4.50% +2.40% +$449.68 $451.59 $90.31 $0.71
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – April 14, 2026 -38.27% -26.47% $3827.16 $353.66 $70.72 $0.59

Dividend History

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

Date Per Share Yield %
2016-05-13 $0.0200 0.28%
2016-06-14 $0.0200 0.26%
2016-07-13 $0.0220 0.25%
2016-08-15 $0.0220 0.26%
2016-09-14 $0.0220 0.29%
2016-10-13 $0.0220 0.28%
2016-11-14 $0.0220 0.28%
2016-12-13 $0.0230 0.27%
2017-01-12 $0.0230 0.25%
2017-02-10 $0.0230 0.28%
2017-03-15 $0.0230 0.27%
2017-04-11 $0.0230 0.27%
2017-05-15 $0.0230 0.27%
2017-06-14 $0.0230 0.24%
2017-07-13 $0.0230 0.23%
2017-08-15 $0.0230 0.24%
2017-09-14 $0.0230 0.24%
2017-10-16 $0.0230 0.24%
2017-11-15 $0.0230 0.23%
2017-12-14 $0.0240 0.25%
2018-01-12 $0.0240 0.27%
2018-02-13 $0.0240 0.27%
2018-03-14 $0.0240 0.26%
2018-04-13 $0.0240 0.27%
2018-05-15 $0.0240 0.27%
2018-06-14 $0.0240 0.26%
2018-07-13 $0.0240 0.25%
2018-08-15 $0.0240 0.23%
2018-09-13 $0.0240 0.24%
2018-10-15 $0.0240 0.23%
2018-11-13 $0.0240 0.23%
2018-12-13 $0.0240 0.23%
2019-01-16 $0.0240 0.24%
2019-02-13 $0.0240 0.26%
2019-03-14 $0.0240 0.25%
2019-04-15 $0.0240 0.25%
2019-05-16 $0.0240 0.25%
2019-06-13 $0.0240 0.24%
2019-07-16 $0.0240 0.22%
2019-08-14 $0.0240 0.21%
2019-09-13 $0.0240 0.19%
2019-10-16 $0.0240 0.20%
2019-11-08 $0.0240 0.19%
2019-12-13 $0.0240 0.19%
2020-01-16 $0.0240 0.19%
2020-02-13 $0.0240 0.18%
2020-03-16 $0.0240 0.21%
2020-04-15 $0.0240 0.22%
2020-05-14 $0.0240 0.24%
2020-06-15 $0.0240 0.23%
2020-07-16 $0.0240 0.22%
2020-08-14 $0.0240 0.20%
2020-09-15 $0.0240 0.21%
2020-10-15 $0.0240 0.21%
2020-11-13 $0.0240 0.20%
2020-12-15 $0.0240 0.17%
2021-01-14 $0.0240 0.14%
2021-02-11 $0.0240 0.13%
2021-03-16 $0.0240 0.14%
2021-04-15 $0.0240 0.14%
2021-05-13 $0.0240 0.15%
2021-06-15 $0.0240 0.14%
2021-07-15 $0.0240 0.14%
2021-08-16 $0.0240 0.12%
2021-09-15 $0.0240 0.12%
2021-10-14 $0.0240 0.13%
2021-11-15 $0.0240 0.13%
2021-12-15 $0.0250 0.15%
2022-01-14 $0.0250 0.16%
2022-02-11 $0.0250 0.17%
2022-03-16 $0.0250 0.16%
2022-04-13 $0.0250 0.16%
2022-05-16 $0.0250 0.18%
2022-06-15 $0.0250 0.19%
2022-07-14 $0.0250 0.18%
2022-08-16 $0.0250 0.17%
2022-09-15 $0.0250 0.18%
2022-10-14 $0.0250 0.21%
2022-11-15 $0.0250 0.20%
2022-12-14 $0.0250 0.19%
2023-01-13 $0.0250 0.18%
2023-02-13 $0.0250 0.18%
2023-03-16 $0.0250 0.20%
2023-04-13 $0.0250 0.20%
2023-05-16 $0.0250 0.23%
2023-06-15 $0.0250 0.20%
2023-07-14 $0.0250 0.19%
2023-08-16 $0.0250 0.22%
2023-09-14 $0.0250 0.23%
2023-10-16 $0.0250 0.25%
2023-11-15 $0.0250 0.20%
2023-12-13 $0.0250 0.20%
2024-01-16 $0.0250 0.20%
2024-02-14 $0.0250 0.20%
2024-03-13 $0.0250 0.20%
2024-04-15 $0.0250 0.20%
2024-05-16 $0.0250 0.19%
2024-06-14 $0.0250 0.20%
2024-07-17 $0.0250 0.19%
2024-08-16 $0.0250 0.21%
2024-09-16 $0.0250 0.19%
2024-10-17 $0.0250 0.19%
2024-11-13 $0.0250 0.19%
2024-12-16 $0.0250 0.20%
2025-01-17 $0.0250 0.21%
2025-02-14 $0.0250 0.22%
2025-03-17 $0.0250 0.22%
2025-04-16 $0.0250 0.24%
2025-05-16 $0.0250 0.25%
2025-06-16 $0.0250 0.24%
2025-07-17 $0.0250 0.24%
2025-08-15 $0.0250 0.25%
2025-09-16 $0.0250 0.25%
2025-10-17 $0.0250 0.23%
2025-11-12 $0.0250 0.25%
2025-12-16 $0.0250 0.29%
2026-01-16 $0.0250 0.28%
2026-02-13 $0.0250 0.27%
2026-03-17 $0.0250 0.33%
Total 119 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-04-15 $13.68 $2.74 $0.02 0.6069
2021-05-13 $13.70 $2.74 $0.02 0.6553
2021-06-15 $13.71 $2.74 $0.02 0.6307
2021-07-15 $13.73 $2.74 $0.02 0.6482
2021-08-16 $13.74 $2.75 $0.02 0.5650
2021-09-15 $13.76 $2.75 $0.02 0.5598
2021-10-14 $13.77 $2.75 $0.02 0.6071
2021-11-15 $13.79 $2.76 $0.02 0.5870
2021-12-15 $14.37 $2.88 $0.02 0.7255
2022-01-14 $14.39 $2.88 $0.02 0.7296
2022-02-11 $14.41 $2.88 $0.02 0.7585
2022-03-16 $14.43 $2.89 $0.02 0.7250
2022-04-13 $14.45 $2.89 $0.02 0.7390
2022-05-16 $14.47 $2.89 $0.02 0.8587
2022-06-15 $14.49 $2.90 $0.02 0.8918
2022-07-14 $14.51 $2.90 $0.02 0.8658
2022-08-16 $14.53 $2.91 $0.02 0.8052
2022-09-15 $14.55 $2.91 $0.02 0.8789
2022-10-14 $14.58 $2.91 $0.02 0.9988
2022-11-15 $14.60 $2.92 $0.02 0.9163
2022-12-14 $14.62 $2.92 $0.02 0.8939
2023-01-13 $14.65 $2.93 $0.02 0.8125
2023-02-13 $14.66 $2.93 $0.02 0.8131
2023-03-16 $14.68 $2.94 $0.02 0.9313
2023-04-13 $14.71 $2.94 $0.02 0.9335
2023-05-16 $14.73 $2.95 $0.02 1.0692
2023-06-15 $14.76 $2.95 $0.02 0.9307
2023-07-14 $14.78 $2.96 $0.02 0.8995
2023-08-16 $14.81 $2.96 $0.02 1.0735
2023-09-14 $14.83 $2.96 $0.02 1.0706
2023-10-16 $14.86 $2.97 $0.02 1.1745
2023-11-15 $14.89 $2.98 $0.02 1.0039
2023-12-13 $14.91 $2.98 $0.02 0.9047
2024-01-16 $14.94 $2.99 $0.02 0.9694
2024-02-14 $14.96 $2.99 $0.02 0.9501
2024-03-13 $14.98 $3.00 $0.03 0.9554
2024-04-15 $15.01 $3.00 $0.03 0.9976
2024-05-16 $15.03 $3.01 $0.03 0.9071
2024-06-14 $15.05 $3.01 $0.03 0.9892
2024-07-17 $15.08 $3.02 $0.03 0.9204
2024-08-16 $15.10 $3.02 $0.03 1.0141
2024-09-16 $15.13 $3.03 $0.03 0.9206
2024-10-17 $15.15 $3.03 $0.03 0.9255
2024-11-13 $15.17 $3.04 $0.03 0.9554
2024-12-16 $15.20 $3.04 $0.03 0.9684
2025-01-17 $15.22 $3.04 $0.03 1.0161
2025-02-14 $15.25 $3.05 $0.03 1.0811
2025-03-17 $15.27 $3.05 $0.03 1.0917
2025-04-16 $15.30 $3.06 $0.03 1.2102
2025-05-16 $15.33 $3.07 $0.03 1.1747
2025-06-16 $15.36 $3.07 $0.03 1.1838
2025-07-17 $15.39 $3.08 $0.03 1.2071
2025-08-15 $15.42 $3.08 $0.03 1.2487
2025-09-16 $15.45 $3.09 $0.03 1.2666
2025-10-17 $15.48 $3.10 $0.03 1.2084
2025-11-12 $15.51 $3.10 $0.03 1.2511
2025-12-16 $15.55 $3.11 $0.03 1.4567
2026-01-16 $15.58 $3.11 $0.03 1.4057
2026-02-13 $15.62 $3.12 $0.03 1.3567
2026-03-17 $15.65 $3.13 $0.03 1.6594
Total $887.74 $177.53 $1.42 57.5554

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.

ORI

CAGR 12.27% Total 20578.15% Final $2,067,815
1980-03-17 — 2026-04-14
ABNB

CAGR -1.45% Total -7.50% Final $9,250
2020-12-10 — 2026-04-14
FBRT

CAGR -5.71% Total -23.18% Final $7,682
2021-10-19 — 2026-04-14