Global Water Resources, Inc. (GWRS) Stock Total Returns
Growth of $10,000 chart
2021-06-03 to 2026-06-03 to
$
%
%
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Investment Performance
Final Value
$4,539
Total Return
-54.61%
CAGR
-14.62%
Dividends
$903.20
Yield on Cost
9.03%
Rolling Returns
1-Month (21 Trading Days)
| Average | -1.00% |
| Median | -0.47% |
| Best | +25.74% |
| Worst | -21.30% |
| % of Windows Positive | 47.0% |
1-Year (252 Trading Days)
| Average | -11.90% |
| Median | -15.37% |
| Best | +39.12% |
| Worst | -43.92% |
| % of Windows Positive | 18.1% |
3-Year (756 Trading Days)
| Average | -26.28% |
| Median | -26.79% |
| Best | +6.14% |
| Worst | -39.58% |
| % of Windows Positive | 0.6% |
Risk Metrics
| Maximum Drawdown | -64.23% |
| Average Drawdown | -35.74% |
| Drawdown Duration | 1190 Trading Days (Unrecovered) |
| Sortino Ratio | -0.47 |
| Calmar Ratio | -0.23 |
| CVaR (5%) | -4.51% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -14.91% (-31.81% ann.) | $1490.64 | $148.62 | $29.72 | $0.24 |
| 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
about| 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 – June 3, 2026 | -42.76% | -27.90% | $4276.29 | $393.80 | $78.75 | $0.65 |
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% |
| 2026-04-16 | $0.0250 | 0.32% |
| 2026-05-15 | $0.0250 | 0.36% |
| Total | 121 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-15 | $13.89 | $2.78 | $0.02 | 0.6388 |
| 2021-07-15 | $13.91 | $2.78 | $0.02 | 0.6565 |
| 2021-08-16 | $13.92 | $2.78 | $0.02 | 0.5723 |
| 2021-09-15 | $13.93 | $2.79 | $0.02 | 0.5670 |
| 2021-10-14 | $13.95 | $2.79 | $0.02 | 0.6149 |
| 2021-11-15 | $13.96 | $2.79 | $0.02 | 0.5945 |
| 2021-12-15 | $14.56 | $2.91 | $0.02 | 0.7347 |
| 2022-01-14 | $14.58 | $2.92 | $0.02 | 0.7389 |
| 2022-02-11 | $14.59 | $2.92 | $0.02 | 0.7682 |
| 2022-03-16 | $14.61 | $2.92 | $0.02 | 0.7343 |
| 2022-04-13 | $14.63 | $2.93 | $0.02 | 0.7484 |
| 2022-05-16 | $14.65 | $2.93 | $0.02 | 0.8697 |
| 2022-06-15 | $14.67 | $2.93 | $0.02 | 0.9033 |
| 2022-07-14 | $14.70 | $2.94 | $0.02 | 0.8769 |
| 2022-08-16 | $14.72 | $2.94 | $0.02 | 0.8155 |
| 2022-09-15 | $14.74 | $2.95 | $0.02 | 0.8901 |
| 2022-10-14 | $14.76 | $2.95 | $0.02 | 1.0116 |
| 2022-11-15 | $14.78 | $2.96 | $0.02 | 0.9281 |
| 2022-12-14 | $14.81 | $2.96 | $0.02 | 0.9053 |
| 2023-01-13 | $14.83 | $2.97 | $0.02 | 0.8229 |
| 2023-02-13 | $14.85 | $2.97 | $0.02 | 0.8235 |
| 2023-03-16 | $14.87 | $2.97 | $0.02 | 0.9432 |
| 2023-04-13 | $14.90 | $2.98 | $0.02 | 0.9454 |
| 2023-05-16 | $14.92 | $2.98 | $0.02 | 1.0829 |
| 2023-06-15 | $14.95 | $2.99 | $0.02 | 0.9426 |
| 2023-07-14 | $14.97 | $2.99 | $0.02 | 0.9110 |
| 2023-08-16 | $14.99 | $3.00 | $0.02 | 1.0873 |
| 2023-09-14 | $15.02 | $3.00 | $0.02 | 1.0843 |
| 2023-10-16 | $15.05 | $3.01 | $0.02 | 1.1895 |
| 2023-11-15 | $15.08 | $3.02 | $0.02 | 1.0167 |
| 2023-12-13 | $15.10 | $3.02 | $0.02 | 0.9163 |
| 2024-01-16 | $15.13 | $3.03 | $0.02 | 0.9818 |
| 2024-02-14 | $15.15 | $3.03 | $0.02 | 0.9623 |
| 2024-03-13 | $15.18 | $3.04 | $0.03 | 0.9677 |
| 2024-04-15 | $15.20 | $3.04 | $0.03 | 1.0104 |
| 2024-05-16 | $15.22 | $3.04 | $0.03 | 0.9187 |
| 2024-06-14 | $15.25 | $3.05 | $0.03 | 1.0019 |
| 2024-07-17 | $15.27 | $3.05 | $0.03 | 0.9322 |
| 2024-08-16 | $15.30 | $3.06 | $0.03 | 1.0271 |
| 2024-09-16 | $15.32 | $3.06 | $0.03 | 0.9323 |
| 2024-10-17 | $15.34 | $3.07 | $0.03 | 0.9373 |
| 2024-11-13 | $15.37 | $3.07 | $0.03 | 0.9676 |
| 2024-12-16 | $15.39 | $3.08 | $0.03 | 0.9808 |
| 2025-01-17 | $15.41 | $3.08 | $0.03 | 1.0291 |
| 2025-02-14 | $15.44 | $3.09 | $0.03 | 1.0949 |
| 2025-03-17 | $15.47 | $3.09 | $0.03 | 1.1057 |
| 2025-04-16 | $15.50 | $3.10 | $0.03 | 1.2257 |
| 2025-05-16 | $15.53 | $3.11 | $0.03 | 1.1898 |
| 2025-06-16 | $15.56 | $3.11 | $0.03 | 1.1990 |
| 2025-07-17 | $15.59 | $3.12 | $0.03 | 1.2225 |
| 2025-08-15 | $15.62 | $3.12 | $0.03 | 1.2647 |
| 2025-09-16 | $15.65 | $3.13 | $0.03 | 1.2828 |
| 2025-10-17 | $15.68 | $3.14 | $0.03 | 1.2239 |
| 2025-11-12 | $15.71 | $3.14 | $0.03 | 1.2672 |
| 2025-12-16 | $15.74 | $3.15 | $0.03 | 1.4754 |
| 2026-01-16 | $15.78 | $3.15 | $0.03 | 1.4237 |
| 2026-02-13 | $15.82 | $3.16 | $0.03 | 1.3741 |
| 2026-03-17 | $15.85 | $3.17 | $0.03 | 1.6807 |
| 2026-04-16 | $15.89 | $3.18 | $0.03 | 1.6609 |
| 2026-05-15 | $15.94 | $3.19 | $0.03 | 1.8988 |
| Total | $903.20 | $180.62 | $1.44 | 60.5736 |
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.