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Essential Utilities, Inc.

WTRG
Equity · Currency in USD
Sector
Utilities
Industry
Utilities—Regulated Water
ISIN
US29670G1022
CUSIP
29670G102

WTRGPrice Chart


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WTRGPerformance

The chart shows the growth of $10,000 invested in Essential Utilities, Inc. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $45,062 for a total return of roughly 350.62%. All prices are adjusted for splits and dividends.


WTRG (Essential Utilities, Inc.)
Benchmark (S&P 500)

WTRGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-0.38%
6M-0.92%
YTD0.84%
1Y12.63%
5Y12.27%
10Y12.93%

WTRGMonthly Returns Heatmap


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WTRGSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Essential Utilities, Inc. Sharpe ratio is 0.40. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


WTRG (Essential Utilities, Inc.)
Benchmark (S&P 500)

WTRGDividends

Essential Utilities, Inc. granted a 2.18% dividend yield in the last twelve months, as of Oct 23, 2021. The annual payout for that period amounted to $1.02 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.02$0.97$0.91$0.85$0.79$0.74$0.69$0.63$0.58$0.54$0.50$0.47

Dividend yield

2.18%2.05%1.93%2.48%2.02%2.46%2.30%2.37%2.48%2.64%2.86%2.62%

WTRGDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


WTRG (Essential Utilities, Inc.)
Benchmark (S&P 500)

WTRGWorst Drawdowns

The table below shows the maximum drawdowns of the Essential Utilities, Inc.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Essential Utilities, Inc. is 39.62%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.62%Feb 19, 202024Mar 23, 2020
-19.12%Jul 1, 201693Nov 10, 2016208Sep 11, 2017301
-18.33%Aug 2, 2013114Jan 14, 2014241Dec 29, 2014355
-17.38%Jan 26, 2011135Aug 8, 2011191May 10, 2012326
-16.87%Dec 29, 201743Mar 2, 2018287Apr 24, 2019330
-11.75%Jan 30, 2015105Jun 30, 201575Oct 15, 2015180
-9.71%May 4, 201026Jun 9, 201019Jul 7, 201045
-9.51%Jul 16, 201247Sep 19, 201277Jan 11, 2013124
-8.8%May 22, 201322Jun 21, 201315Jul 15, 201337
-7.26%Oct 21, 201917Nov 12, 201927Dec 20, 201944

WTRGVolatility Chart

Current Essential Utilities, Inc. volatility is 16.63%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


WTRG (Essential Utilities, Inc.)
Benchmark (S&P 500)

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