Essential Utilities, Inc. (WTRG) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$9,482
Total Return
-5.18%
CAGR
-1.06%
Dividends
$1,358.51
Yield on Cost
13.59%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.14% |
| Median | -0.03% |
| Best | +19.22% |
| Worst | -17.89% |
| % of Windows Positive | 49.7% |
1-Year (252 Trading Days)
| Average | -2.20% |
| Median | -0.66% |
| Best | +26.90% |
| Worst | -28.11% |
| % of Windows Positive | 47.3% |
3-Year (756 Trading Days)
| Average | -11.72% |
| Median | -12.49% |
| Best | +14.91% |
| Worst | -31.02% |
| % of Windows Positive | 8.2% |
Risk Metrics
| Maximum Drawdown | -37.08% |
| Average Drawdown | -17.92% |
| Drawdown Duration | 1072 Trading Days (Unrecovered) |
| Sortino Ratio | 0.09 |
| Calmar Ratio | -0.03 |
| CVaR (5%) | -2.98% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +3.66% (+13.45% ann.) | +$365.79 | $89.42 | $17.88 | $0.14 |
| 2025 | +8.66% | +$865.63 | $372.47 | $74.49 | $0.60 |
| 2024 | -0.15% | $14.92 | $342.43 | $68.49 | $0.55 |
| 2023 | -19.86% | $1985.63 | $250.96 | $50.19 | $0.40 |
| 2022 | -9.37% | $936.79 | $208.25 | $41.65 | $0.33 |
| 2021 | +15.53% | +$1552.94 | $220.94 | $44.19 | $0.35 |
| 2020 | +2.49% | +$248.56 | $207.95 | $41.59 | $0.33 |
| 2019 | +39.78% | +$3977.68 | $266.89 | $53.38 | $0.43 |
| 2018 | -11.12% | $1112.18 | $217.76 | $43.55 | $0.35 |
| 2017 | +33.12% | +$3311.69 | $265.65 | $53.13 | $0.43 |
| 2016 | +2.73% | +$272.80 | $249.36 | $49.87 | $0.40 |
| 2015 | +13.91% | +$1390.87 | $258.95 | $51.79 | $0.41 |
| 2014 | +15.51% | +$1550.68 | $270.85 | $54.17 | $0.43 |
| 2013 | +18.20% | +$1819.83 | $289.24 | $57.85 | $0.46 |
| 2012 | +17.93% | +$1792.69 | $306.55 | $61.31 | $0.49 |
| 2011 | +0.30% | +$29.73 | $282.56 | $56.51 | $0.45 |
| 2010 | +31.65% | +$3164.65 | $340.37 | $68.07 | $0.54 |
| 2009 | -12.78% | $1278.13 | $269.50 | $53.90 | $0.43 |
| 2008 | -0.75% | $74.69 | $242.54 | $48.51 | $0.39 |
| 2007 | -5.35% | $535.40 | $212.04 | $42.41 | $0.34 |
| 2006 | -15.32% | $1531.94 | $163.51 | $32.70 | $0.26 |
| 2005 | +50.21% | +$5020.79 | $218.07 | $43.61 | $0.35 |
| 2004 | +13.36% | +$1336.09 | $223.30 | $44.66 | $0.36 |
| 2003 | +36.82% | +$3682.43 | $278.90 | $55.78 | $0.45 |
| 2002 | -6.82% | $682.14 | $240.74 | $48.15 | $0.39 |
| 2001 | +17.31% | +$1730.90 | $259.58 | $51.92 | $0.42 |
| 2000 | +51.99% | +$5199.34 | $358.60 | $71.72 | $0.57 |
| 1999 | -28.31% | $2831.41 | $238.90 | $47.78 | $0.38 |
| 1998 | +37.02% | +$3702.05 | $303.54 | $60.71 | $0.49 |
| 1997 | +52.78% | +$5277.58 | $421.77 | $84.35 | $0.67 |
| 1996 | +49.52% | +$4951.94 | $580.79 | $116.16 | $0.93 |
| 1995 | +20.37% | +$2036.86 | $641.25 | $128.25 | $1.03 |
| 1994 | +3.52% | +$352.07 | $609.50 | $121.90 | $0.98 |
| 1993 | +20.43% | +$2042.50 | $681.40 | $136.28 | $1.09 |
| 1992 | +7.23% | +$723.22 | $674.28 | $134.85 | $1.08 |
| 1991 | +37.45% | +$3745.28 | $843.62 | $168.73 | $1.35 |
| 1990 | -7.07% | $706.74 | $737.08 | $147.41 | $1.18 |
| 1989 | +11.72% | +$1171.82 | $731.50 | $146.30 | $1.17 |
| 1988 | -1.23% | $122.90 | $684.39 | $136.88 | $1.10 |
| 1987 | -15.52% | $1551.57 | $550.21 | $110.04 | $0.88 |
| 1986 | +22.65% | +$2264.70 | $0.00 | $0.00 | $0.00 |
| 1985 | +21.43% | +$2142.86 | $0.00 | $0.00 | $0.00 |
| 1984 | +2.19% | +$218.98 | $0.00 | $0.00 | $0.00 |
| 1983 | +26.85% | +$2685.19 | $0.00 | $0.00 | $0.00 |
| 1982 | +45.95% | +$4594.58 | $0.00 | $0.00 | $0.00 |
| 1981 partial | +13.85% (+30.88% ann.) | +$1384.62 | $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 | +119.57% | +18.71% | +$11956.82 | $3716.12 | $743.22 | $5.95 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +91.34% | +28.68% | +$9133.71 | $1195.69 | $239.14 | $1.91 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +112.75% | +16.31% | +$11275.22 | $1724.94 | $344.99 | $2.76 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -21.61% | -15.83% | $2160.56 | $334.08 | $66.82 | $0.53 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +61.49% | +15.25% | +$6148.80 | $1159.64 | $231.93 | $1.86 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +197.27% | +15.48% | +$19726.89 | $2951.58 | $590.32 | $4.72 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -38.97% | -99.64% | $3897.20 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 25, 2020 – November 6, 2020 | +12.81% | +21.51% | +$1281.40 | $126.22 | $25.24 | $0.20 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +10.20% | +9.65% | +$1019.82 | $289.45 | $57.89 | $0.46 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -5.51% | -5.84% | $551.31 | $236.53 | $47.31 | $0.38 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -11.63% | -6.45% | $1162.69 | $466.96 | $93.39 | $0.75 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +6.30% | +3.97% | +$629.89 | $527.37 | $105.47 | $0.84 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-09 | $0.0361 | 1.32% |
| 1987-05-11 | $0.0361 | 1.47% |
| 1987-08-12 | $0.0361 | 1.59% |
| 1987-11-10 | $0.0361 | 1.62% |
| 1988-02-09 | $0.0361 | 1.62% |
| 1988-05-09 | $0.0361 | 1.58% |
| 1988-08-11 | $0.0361 | 1.61% |
| 1988-11-07 | $0.0361 | 1.69% |
| 1989-02-07 | $0.0361 | 1.76% |
| 1989-05-09 | $0.0361 | 1.76% |
| 1989-08-09 | $0.0361 | 1.71% |
| 1989-11-09 | $0.0361 | 1.68% |
| 1990-02-07 | $0.0384 | 1.77% |
| 1990-05-10 | $0.0384 | 1.85% |
| 1990-08-09 | $0.0384 | 1.96% |
| 1990-11-06 | $0.0384 | 2.00% |
| 1991-02-05 | $0.0384 | 2.04% |
| 1991-05-09 | $0.0384 | 1.75% |
| 1991-08-12 | $0.0384 | 1.69% |
| 1991-11-06 | $0.0384 | 1.57% |
| 1992-02-11 | $0.0399 | 1.69% |
| 1992-05-07 | $0.0399 | 1.79% |
| 1992-08-12 | $0.0399 | 1.59% |
| 1992-11-10 | $0.0399 | 1.61% |
| 1993-02-09 | $0.0399 | 1.60% |
| 1993-05-10 | $0.0415 | 1.51% |
| 1993-08-11 | $0.0415 | 1.39% |
| 1993-11-09 | $0.0415 | 1.41% |
| 1994-02-09 | $0.0415 | 1.43% |
| 1994-05-10 | $0.0415 | 1.50% |
| 1994-08-09 | $0.0430 | 1.45% |
| 1994-11-08 | $0.0430 | 1.59% |
| 1995-02-07 | $0.0430 | 1.58% |
| 1995-05-09 | $0.0430 | 1.53% |
| 1995-08-11 | $0.0445 | 1.61% |
| 1995-11-10 | $0.0445 | 1.49% |
| 1996-02-09 | $0.0445 | 1.38% |
| 1996-05-10 | $0.0445 | 1.25% |
| 1996-08-13 | $0.0465 | 1.17% |
| 1996-11-12 | $0.0465 | 1.15% |
| 1997-02-10 | $0.0465 | 1.00% |
| 1997-05-09 | $0.0465 | 1.01% |
| 1997-08-15 | $0.0488 | 0.95% |
| 1997-11-06 | $0.0488 | 0.89% |
| 1998-02-11 | $0.0498 | 0.76% |
| 1998-05-11 | $0.0498 | 0.75% |
| 1998-08-13 | $0.0522 | 0.73% |
| 1998-11-06 | $0.0522 | 0.64% |
| 1999-02-08 | $0.0522 | 0.69% |
| 1999-05-10 | $0.0522 | 0.77% |
| 1999-08-13 | $0.0553 | 0.81% |
| 1999-11-09 | $0.0553 | 0.76% |
| 2000-02-11 | $0.0553 | 0.97% |
| 2000-05-11 | $0.0553 | 0.80% |
| 2000-08-11 | $0.0553 | 0.79% |
| 2000-11-13 | $0.0596 | 0.82% |
| 2001-02-12 | $0.0595 | 0.70% |
| 2001-05-11 | $0.0595 | 0.65% |
| 2001-08-15 | $0.0595 | 0.55% |
| 2001-11-14 | $0.0637 | 0.56% |
| 2002-02-08 | $0.0638 | 0.59% |
| 2002-05-10 | $0.0638 | 0.54% |
| 2002-08-14 | $0.0638 | 0.68% |
| 2002-11-13 | $0.0672 | 0.67% |
| 2003-02-12 | $0.0672 | 0.68% |
| 2003-05-13 | $0.0672 | 0.61% |
| 2003-08-13 | $0.0672 | 0.60% |
| 2003-11-12 | $0.0720 | 0.63% |
| 2004-02-11 | $0.0720 | 0.55% |
| 2004-05-12 | $0.0720 | 0.61% |
| 2004-08-12 | $0.0720 | 0.59% |
| 2004-11-10 | $0.0780 | 0.57% |
| 2005-02-10 | $0.0780 | 0.53% |
| 2005-05-16 | $0.0780 | 0.50% |
| 2005-08-16 | $0.0780 | 0.38% |
| 2005-11-15 | $0.0858 | 0.42% |
| 2006-02-13 | $0.0856 | 0.39% |
| 2006-05-16 | $0.0856 | 0.49% |
| 2006-08-16 | $0.0920 | 0.51% |
| 2006-11-15 | $0.0920 | 0.48% |
| 2007-02-13 | $0.0920 | 0.50% |
| 2007-05-16 | $0.0920 | 0.52% |
| 2007-08-15 | $0.1000 | 0.53% |
| 2007-11-14 | $0.1000 | 0.56% |
| 2008-02-13 | $0.1000 | 0.62% |
| 2008-05-14 | $0.1000 | 0.73% |
| 2008-08-14 | $0.1000 | 0.71% |
| 2008-11-13 | $0.1080 | 0.73% |
| 2009-02-12 | $0.1080 | 0.65% |
| 2009-05-14 | $0.1080 | 0.77% |
| 2009-08-13 | $0.1080 | 0.78% |
| 2009-11-12 | $0.1160 | 0.90% |
| 2010-02-11 | $0.1160 | 0.86% |
| 2010-05-13 | $0.1160 | 0.80% |
| 2010-08-13 | $0.1160 | 0.75% |
| 2010-11-15 | $0.1240 | 0.73% |
| 2011-02-15 | $0.1240 | 0.66% |
| 2011-05-13 | $0.1240 | 0.67% |
| 2011-08-15 | $0.1240 | 0.72% |
| 2011-11-15 | $0.1320 | 0.75% |
| 2012-02-15 | $0.1320 | 0.74% |
| 2012-05-15 | $0.1320 | 0.73% |
| 2012-08-15 | $0.1320 | 0.64% |
| 2012-11-14 | $0.1400 | 0.70% |
| 2013-02-13 | $0.1400 | 0.61% |
| 2013-05-15 | $0.1400 | 0.54% |
| 2013-08-14 | $0.1520 | 0.59% |
| 2013-11-14 | $0.1520 | 0.61% |
| 2014-02-13 | $0.1520 | 0.63% |
| 2014-05-14 | $0.1520 | 0.61% |
| 2014-08-13 | $0.1650 | 0.69% |
| 2014-11-12 | $0.1650 | 0.62% |
| 2015-02-11 | $0.1650 | 0.62% |
| 2015-05-13 | $0.1650 | 0.62% |
| 2015-08-12 | $0.1780 | 0.68% |
| 2015-11-10 | $0.1780 | 0.62% |
| 2016-02-10 | $0.1780 | 0.56% |
| 2016-05-11 | $0.1780 | 0.54% |
| 2016-08-16 | $0.1910 | 0.59% |
| 2016-11-14 | $0.1910 | 0.66% |
| 2017-02-13 | $0.1910 | 0.63% |
| 2017-05-15 | $0.1910 | 0.60% |
| 2017-08-14 | $0.2050 | 0.61% |
| 2017-11-16 | $0.2050 | 0.56% |
| 2018-02-15 | $0.2050 | 0.60% |
| 2018-05-17 | $0.2050 | 0.61% |
| 2018-08-16 | $0.2190 | 0.58% |
| 2018-11-15 | $0.2190 | 0.67% |
| 2019-02-14 | $0.2190 | 0.61% |
| 2019-05-16 | $0.2190 | 0.56% |
| 2019-08-15 | $0.2340 | 0.54% |
| 2019-11-14 | $0.2340 | 0.54% |
| 2020-02-13 | $0.2340 | 0.44% |
| 2020-05-14 | $0.2340 | 0.60% |
| 2020-08-13 | $0.2510 | 0.55% |
| 2020-11-12 | $0.2510 | 0.54% |
| 2021-02-11 | $0.2510 | 0.52% |
| 2021-05-13 | $0.2510 | 0.55% |
| 2021-08-12 | $0.2680 | 0.55% |
| 2021-11-10 | $0.2680 | 0.57% |
| 2022-02-10 | $0.2680 | 0.57% |
| 2022-05-12 | $0.2680 | 0.62% |
| 2022-08-11 | $0.2870 | 0.56% |
| 2022-11-09 | $0.2870 | 0.64% |
| 2023-02-09 | $0.2870 | 0.62% |
| 2023-05-11 | $0.2870 | 0.67% |
| 2023-08-10 | $0.3070 | 0.77% |
| 2023-11-09 | $0.3070 | 0.89% |
| 2024-02-08 | $0.3070 | 0.86% |
| 2024-05-09 | $0.3070 | 0.79% |
| 2024-08-12 | $0.3260 | 0.83% |
| 2024-11-12 | $0.3260 | 0.82% |
| 2025-02-10 | $0.3260 | 0.93% |
| 2025-05-13 | $0.3260 | 0.83% |
| 2025-08-12 | $0.3430 | 0.88% |
| 2025-11-12 | $0.3430 | 0.87% |
| 2026-02-09 | $0.3430 | 0.92% |
| Total | 157 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 | $53.55 | $10.71 | $0.09 | 0.9307 |
| 2021-08-12 | $57.43 | $11.49 | $0.09 | 0.9429 |
| 2021-11-10 | $57.68 | $11.54 | $0.09 | 0.9726 |
| 2022-02-10 | $57.94 | $11.59 | $0.09 | 1.0129 |
| 2022-05-12 | $58.21 | $11.64 | $0.09 | 1.0626 |
| 2022-08-11 | $62.65 | $12.53 | $0.10 | 0.9920 |
| 2022-11-09 | $62.93 | $12.59 | $0.10 | 1.1469 |
| 2023-02-09 | $63.26 | $12.65 | $0.10 | 1.1139 |
| 2023-05-11 | $63.58 | $12.72 | $0.10 | 1.2032 |
| 2023-08-10 | $68.38 | $13.68 | $0.11 | 1.3874 |
| 2023-11-09 | $68.81 | $13.76 | $0.11 | 1.6219 |
| 2024-02-08 | $69.30 | $13.86 | $0.11 | 1.5617 |
| 2024-05-09 | $69.78 | $13.96 | $0.11 | 1.4367 |
| 2024-08-12 | $74.57 | $14.91 | $0.12 | 1.5223 |
| 2024-11-12 | $75.07 | $15.01 | $0.12 | 1.5348 |
| 2025-02-10 | $75.57 | $15.11 | $0.12 | 1.7267 |
| 2025-05-13 | $76.13 | $15.23 | $0.12 | 1.6243 |
| 2025-08-12 | $80.66 | $16.13 | $0.13 | 1.6605 |
| 2025-11-12 | $81.23 | $16.25 | $0.13 | 1.6594 |
| 2026-02-09 | $81.80 | $16.36 | $0.13 | 1.7712 |
| Total | $1358.51 | $271.70 | $2.17 | 26.8847 |
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.