Middlesex Water Company (MSEX) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$6,877
Total Return
-31.23%
CAGR
-7.22%
Dividends
$840.51
Yield on Cost
8.41%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.23% |
| Median | -0.56% |
| Best | +31.96% |
| Worst | -20.95% |
| % of Windows Positive | 47.1% |
1-Year (252 Trading Days)
| Average | -11.34% |
| Median | -13.71% |
| Best | +39.18% |
| Worst | -41.03% |
| % of Windows Positive | 22.3% |
3-Year (756 Trading Days)
| Average | -35.82% |
| Median | -36.15% |
| Best | -18.26% |
| Worst | -57.19% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -60.80% |
| Average Drawdown | -35.86% |
| Drawdown Duration | 1072 Trading Days (Unrecovered) |
| Sortino Ratio | -0.13 |
| Calmar Ratio | -0.12 |
| CVaR (5%) | -4.27% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.39% (+12.43% ann.) | +$339.27 | $71.40 | $14.28 | $0.11 |
| 2025 | -2.20% | $219.92 | $264.24 | $52.85 | $0.42 |
| 2024 | -18.37% | $1837.50 | $201.80 | $40.36 | $0.32 |
| 2023 | -15.46% | $1546.24 | $161.43 | $32.29 | $0.26 |
| 2022 | -33.93% | $3393.42 | $98.71 | $19.74 | $0.16 |
| 2021 | +67.98% | +$6798.04 | $194.04 | $38.81 | $0.31 |
| 2020 | +15.43% | +$1542.74 | $164.54 | $32.91 | $0.26 |
| 2019 | +20.74% | +$2073.68 | $183.87 | $36.77 | $0.29 |
| 2018 | +35.96% | +$3595.99 | $230.09 | $46.02 | $0.37 |
| 2017 | -5.35% | $535.46 | $201.03 | $40.21 | $0.32 |
| 2016 | +64.86% | +$6486.41 | $306.73 | $61.35 | $0.49 |
| 2015 | +18.24% | +$1823.61 | $340.93 | $68.19 | $0.55 |
| 2014 | +13.39% | +$1339.27 | $368.56 | $73.71 | $0.59 |
| 2013 | +10.24% | +$1024.36 | $389.86 | $77.97 | $0.62 |
| 2012 | +8.22% | +$822.10 | $402.96 | $80.59 | $0.64 |
| 2011 | +4.96% | +$495.65 | $404.76 | $80.95 | $0.65 |
| 2010 | +7.65% | +$765.12 | $415.54 | $83.11 | $0.67 |
| 2009 | +6.19% | +$619.47 | $420.34 | $84.07 | $0.67 |
| 2008 | -6.15% | $614.84 | $375.16 | $75.03 | $0.60 |
| 2007 | +3.42% | +$341.85 | $280.22 | $56.04 | $0.45 |
| 2006 | +11.20% | +$1119.58 | $398.24 | $79.65 | $0.64 |
| 2005 | -5.87% | $587.09 | $359.68 | $71.94 | $0.58 |
| 2004 | -4.12% | $411.94 | $329.86 | $65.97 | $0.53 |
| 2003 | +32.57% | +$3257.23 | $390.40 | $78.08 | $0.62 |
| 2002 | -4.59% | $458.73 | $377.59 | $75.52 | $0.60 |
| 2001 | +3.67% | +$367.21 | $373.33 | $74.67 | $0.60 |
| 2000 | +9.22% | +$921.93 | $387.90 | $77.58 | $0.62 |
| 1999 | +37.08% | +$3707.82 | $498.56 | $99.71 | $0.80 |
| 1998 | +12.41% | +$1241.34 | $519.61 | $103.92 | $0.83 |
| 1997 | +39.19% | +$3919.14 | $674.75 | $134.95 | $1.08 |
| 1996 | -2.00% | $200.24 | $617.07 | $123.41 | $0.99 |
| 1995 | +18.26% | +$1826.12 | $681.20 | $136.24 | $1.09 |
| 1994 | -19.82% | $1982.38 | $505.52 | $101.10 | $0.81 |
| 1993 | +32.17% | +$3216.65 | $759.92 | $151.98 | $1.22 |
| 1992 | +29.56% | +$2956.31 | $718.75 | $143.75 | $1.15 |
| 1991 | +28.23% | +$2822.52 | $850.06 | $170.01 | $1.36 |
| 1990 | -5.22% | $522.01 | $741.95 | $148.39 | $1.19 |
| 1989 | -1.14% | $113.50 | $671.88 | $134.38 | $1.07 |
| 1988 | +16.59% | +$1658.92 | $719.09 | $143.82 | $1.15 |
| 1987 | -1.67% | $167.41 | $649.43 | $129.89 | $1.04 |
| 1986 | +12.90% | +$1290.32 | $0.00 | $0.00 | $0.00 |
| 1985 | +37.78% | +$3777.78 | $0.00 | $0.00 | $0.00 |
| 1984 | +20.54% | +$2053.57 | $0.00 | $0.00 | $0.00 |
| 1983 | +27.27% | +$2727.28 | $0.00 | $0.00 | $0.00 |
| 1982 | +29.41% | +$2941.17 | $0.00 | $0.00 | $0.00 |
| 1981 | +4.62% | +$461.54 | $0.00 | $0.00 | $0.00 |
| 1980 | -16.67% | $1666.67 | $0.00 | $0.00 | $0.00 |
| 1979 | -2.50% | $250.00 | $0.00 | $0.00 | $0.00 |
| 1978 | -6.98% | $697.67 | $0.00 | $0.00 | $0.00 |
| 1977 | +3.61% | +$361.45 | $0.00 | $0.00 | $0.00 |
| 1976 | +59.62% | +$5961.53 | $0.00 | $0.00 | $0.00 |
| 1975 | +15.56% | +$1555.55 | $0.00 | $0.00 | $0.00 |
| 1974 | -15.09% | $1509.43 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -15.87% (-18.27% ann.) | $1587.30 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +122.81% | +19.09% | +$12280.67 | $3651.97 | $730.40 | $5.84 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +17.23% | +6.37% | +$1723.08 | $1080.76 | $216.15 | $1.73 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +35.71% | +6.30% | +$3570.85 | $2069.98 | $414.00 | $3.31 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -34.78% | -26.11% | $3478.03 | $569.14 | $113.83 | $0.91 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +60.63% | +15.07% | +$6062.52 | $1931.80 | $386.36 | $3.09 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +327.73% | +21.17% | +$32772.84 | $3812.26 | $762.45 | $6.10 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -18.83% | -90.75% | $1882.86 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +19.31% | +32.86% | +$1931.38 | $90.95 | $18.19 | $0.15 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +56.31% | +52.77% | +$5631.26 | $245.49 | $49.10 | $0.39 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -15.08% | -15.93% | $1507.92 | $84.64 | $16.93 | $0.14 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -22.59% | -12.90% | $2258.85 | $287.08 | $57.42 | $0.46 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -20.51% | -13.61% | $2050.79 | $313.20 | $62.64 | $0.50 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-09 | $0.1037 | 1.48% |
| 1987-05-11 | $0.1037 | 1.54% |
| 1987-08-10 | $0.1037 | 1.36% |
| 1987-11-06 | $0.1075 | 1.53% |
| 1988-02-08 | $0.1075 | 1.69% |
| 1988-05-09 | $0.1075 | 1.59% |
| 1988-08-09 | $0.1075 | 1.59% |
| 1988-11-08 | $0.1113 | 1.65% |
| 1989-02-09 | $0.1113 | 1.62% |
| 1989-05-09 | $0.1113 | 1.56% |
| 1989-08-09 | $0.1113 | 1.73% |
| 1989-11-09 | $0.1150 | 1.84% |
| 1990-02-09 | $0.1150 | 1.82% |
| 1990-05-09 | $0.1150 | 1.88% |
| 1990-08-09 | $0.1150 | 1.90% |
| 1990-11-08 | $0.1175 | 2.00% |
| 1991-02-11 | $0.1175 | 2.00% |
| 1991-05-09 | $0.1175 | 1.83% |
| 1991-08-09 | $0.1175 | 1.83% |
| 1991-11-08 | $0.1200 | 1.85% |
| 1992-02-10 | $0.1200 | 1.63% |
| 1992-05-11 | $0.1200 | 1.51% |
| 1992-08-10 | $0.1200 | 1.42% |
| 1992-11-06 | $0.1250 | 1.38% |
| 1993-01-11 | $0.1250 | 1.47% |
| 1993-02-08 | $0.1250 | 1.43% |
| 1993-05-10 | $0.1250 | 1.47% |
| 1993-08-10 | $0.1250 | 1.43% |
| 1993-11-08 | $0.1310 | 1.22% |
| 1994-02-09 | $0.1310 | 1.26% |
| 1994-05-10 | $0.1310 | 1.54% |
| 1994-08-09 | $0.1310 | 1.56% |
| 1994-11-08 | $0.1350 | 1.52% |
| 1995-02-09 | $0.1350 | 1.71% |
| 1995-05-09 | $0.1350 | 1.69% |
| 1995-08-11 | $0.1350 | 1.57% |
| 1995-11-13 | $0.1375 | 1.59% |
| 1996-02-13 | $0.1375 | 1.49% |
| 1996-05-13 | $0.1375 | 1.69% |
| 1996-08-13 | $0.1375 | 1.69% |
| 1996-11-13 | $0.1400 | 1.56% |
| 1997-02-12 | $0.1400 | 1.62% |
| 1997-05-13 | $0.1400 | 1.62% |
| 1997-08-13 | $0.1400 | 1.51% |
| 1997-11-12 | $0.1425 | 1.52% |
| 1998-02-12 | $0.1425 | 1.40% |
| 1998-05-13 | $0.1425 | 1.36% |
| 1998-08-12 | $0.1425 | 1.32% |
| 1998-11-12 | $0.1475 | 1.23% |
| 1999-02-11 | $0.1475 | 1.31% |
| 1999-05-12 | $0.1475 | 1.33% |
| 1999-08-12 | $0.1475 | 1.16% |
| 1999-11-10 | $0.1525 | 0.94% |
| 2000-02-11 | $0.1525 | 1.01% |
| 2000-05-11 | $0.1525 | 1.10% |
| 2000-08-11 | $0.1525 | 1.09% |
| 2000-11-13 | $0.1550 | 1.10% |
| 2001-02-13 | $0.1550 | 1.02% |
| 2001-05-11 | $0.1550 | 0.99% |
| 2001-08-13 | $0.1550 | 0.95% |
| 2001-11-13 | $0.1575 | 0.93% |
| 2002-02-13 | $0.1575 | 0.89% |
| 2002-05-13 | $0.1575 | 0.83% |
| 2002-08-13 | $0.1575 | 0.89% |
| 2002-11-13 | $0.1613 | 0.99% |
| 2003-02-12 | $0.1613 | 0.95% |
| 2003-05-13 | $0.1613 | 0.96% |
| 2003-08-13 | $0.1613 | 0.85% |
| 2003-11-12 | $0.1237 | 0.61% |
| 2004-02-12 | $0.1650 | 0.80% |
| 2004-05-12 | $0.1650 | 0.84% |
| 2004-08-11 | $0.1650 | 0.94% |
| 2004-11-10 | $0.1680 | 0.90% |
| 2005-02-11 | $0.1680 | 0.90% |
| 2005-05-11 | $0.1680 | 0.87% |
| 2005-08-11 | $0.1680 | 0.84% |
| 2005-11-10 | $0.1700 | 0.83% |
| 2006-02-13 | $0.1700 | 0.90% |
| 2006-05-11 | $0.1700 | 0.89% |
| 2006-08-11 | $0.1700 | 0.87% |
| 2006-11-13 | $0.1730 | 0.93% |
| 2007-05-11 | $0.1730 | 0.91% |
| 2007-08-13 | $0.1730 | 0.93% |
| 2007-11-13 | $0.1750 | 0.93% |
| 2008-02-13 | $0.1750 | 0.92% |
| 2008-05-13 | $0.1750 | 0.91% |
| 2008-08-13 | $0.1750 | 0.96% |
| 2008-11-12 | $0.1780 | 1.11% |
| 2009-02-11 | $0.1780 | 1.08% |
| 2009-05-13 | $0.1780 | 1.27% |
| 2009-08-12 | $0.1780 | 1.21% |
| 2009-11-10 | $0.1800 | 1.10% |
| 2010-02-10 | $0.1800 | 1.08% |
| 2010-05-12 | $0.1800 | 1.01% |
| 2010-08-11 | $0.1800 | 1.06% |
| 2010-11-10 | $0.1830 | 1.01% |
| 2011-02-11 | $0.1830 | 0.99% |
| 2011-05-12 | $0.1830 | 0.98% |
| 2011-08-11 | $0.1830 | 1.05% |
| 2011-11-10 | $0.1850 | 1.01% |
| 2012-02-13 | $0.1850 | 0.99% |
| 2012-05-11 | $0.1850 | 0.99% |
| 2012-08-13 | $0.1850 | 0.97% |
| 2012-11-13 | $0.1880 | 1.02% |
| 2013-02-13 | $0.1880 | 0.94% |
| 2013-05-13 | $0.1880 | 0.96% |
| 2013-08-13 | $0.1880 | 0.87% |
| 2013-11-13 | $0.1900 | 0.89% |
| 2014-02-12 | $0.1900 | 0.94% |
| 2014-05-13 | $0.1900 | 0.92% |
| 2014-08-13 | $0.1900 | 0.93% |
| 2014-11-12 | $0.1930 | 0.84% |
| 2015-02-11 | $0.1930 | 0.85% |
| 2015-05-13 | $0.1930 | 0.87% |
| 2015-08-12 | $0.1930 | 0.85% |
| 2015-11-09 | $0.1990 | 0.79% |
| 2016-02-10 | $0.1990 | 0.70% |
| 2016-05-11 | $0.1990 | 0.52% |
| 2016-08-10 | $0.1990 | 0.52% |
| 2016-11-08 | $0.2110 | 0.61% |
| 2017-02-09 | $0.2110 | 0.59% |
| 2017-05-10 | $0.2110 | 0.61% |
| 2017-08-09 | $0.2110 | 0.54% |
| 2017-11-08 | $0.2240 | 0.52% |
| 2018-02-14 | $0.2240 | 0.60% |
| 2018-05-14 | $0.2240 | 0.54% |
| 2018-08-14 | $0.2240 | 0.49% |
| 2018-11-14 | $0.2400 | 0.49% |
| 2019-02-14 | $0.2400 | 0.43% |
| 2019-05-14 | $0.2400 | 0.39% |
| 2019-08-14 | $0.2400 | 0.40% |
| 2019-11-14 | $0.2560 | 0.42% |
| 2020-02-13 | $0.2560 | 0.38% |
| 2020-05-14 | $0.2560 | 0.42% |
| 2020-08-13 | $0.2560 | 0.38% |
| 2020-11-12 | $0.2730 | 0.37% |
| 2021-02-11 | $0.2730 | 0.33% |
| 2021-05-13 | $0.2730 | 0.35% |
| 2021-08-12 | $0.2730 | 0.26% |
| 2021-11-10 | $0.2900 | 0.28% |
| 2021-11-15 | $0.2900 | 0.27% |
| 2022-02-11 | $0.2900 | 0.30% |
| 2022-05-12 | $0.2900 | 0.33% |
| 2022-08-11 | $0.2900 | 0.31% |
| 2022-11-15 | $0.3130 | 0.35% |
| 2023-02-13 | $0.3130 | 0.37% |
| 2023-05-11 | $0.3130 | 0.42% |
| 2023-08-10 | $0.3130 | 0.39% |
| 2023-11-15 | $0.3250 | 0.49% |
| 2024-02-14 | $0.3250 | 0.60% |
| 2024-05-14 | $0.3250 | 0.56% |
| 2024-08-15 | $0.3250 | 0.53% |
| 2024-11-15 | $0.3400 | 0.52% |
| 2025-02-18 | $0.3400 | 0.67% |
| 2025-05-15 | $0.3400 | 0.62% |
| 2025-08-15 | $0.3400 | 0.64% |
| 2025-11-17 | $0.3600 | 0.69% |
| 2026-02-17 | $0.3600 | 0.65% |
| Total | 158 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 |
|---|---|---|---|---|
| 2021-05-13 | $33.54 | $6.71 | $0.05 | 0.3389 |
| 2021-08-12 | $33.63 | $6.73 | $0.05 | 0.2529 |
| 2021-11-10 | $35.80 | $7.16 | $0.06 | 0.2708 |
| 2021-11-15 | $35.88 | $7.18 | $0.06 | 0.2716 |
| 2022-02-11 | $35.96 | $7.19 | $0.06 | 0.2981 |
| 2022-05-12 | $36.05 | $7.21 | $0.06 | 0.3195 |
| 2022-08-11 | $36.14 | $7.23 | $0.06 | 0.3138 |
| 2022-11-15 | $39.10 | $7.82 | $0.06 | 0.3409 |
| 2023-02-13 | $39.21 | $7.84 | $0.06 | 0.3656 |
| 2023-05-11 | $39.32 | $7.86 | $0.06 | 0.4317 |
| 2023-08-10 | $39.46 | $7.89 | $0.06 | 0.3943 |
| 2023-11-15 | $41.10 | $8.22 | $0.07 | 0.4992 |
| 2024-02-14 | $41.26 | $8.25 | $0.07 | 0.6044 |
| 2024-05-14 | $41.46 | $8.29 | $0.07 | 0.5769 |
| 2024-08-15 | $41.65 | $8.33 | $0.07 | 0.5463 |
| 2024-11-15 | $43.75 | $8.75 | $0.07 | 0.5216 |
| 2025-02-18 | $43.93 | $8.79 | $0.07 | 0.6808 |
| 2025-05-15 | $44.16 | $8.83 | $0.07 | 0.6175 |
| 2025-08-15 | $44.37 | $8.87 | $0.07 | 0.6687 |
| 2025-11-17 | $47.22 | $9.44 | $0.08 | 0.7304 |
| 2026-02-17 | $47.49 | $9.50 | $0.08 | 0.6883 |
| Total | $840.51 | $168.10 | $1.35 | 9.7323 |
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.