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Essential Utilities, Inc. (WTRG)

Equity · Currency in USD · Last updated Aug 13, 2022

Company Info

ISINUS29670G1022
CUSIP29670G102
SectorUtilities
IndustryUtilities—Regulated Water

Trading Data

Previous Close$51.92
Year Range$41.19 - $52.76
EMA (50)$48.19
EMA (200)$47.20
Average Volume$995.44K
Market Capitalization$13.42B

WTRGShare Price Chart


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WTRGPerformance

The chart shows the growth of $10,000 invested in Essential Utilities, Inc. in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $51,042 for a total return of roughly 410.42%. All prices are adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%MarchAprilMayJuneJulyAugust
16.44%
-2.76%
WTRG (Essential Utilities, Inc.)
Benchmark (^GSPC)

WTRGReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M13.97%12.08%
6M15.04%-4.97%
YTD-1.58%-10.20%
1Y8.78%-3.65%
5Y11.75%11.89%
10Y12.51%11.81%

WTRGMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-9.22%-2.79%8.53%-12.46%4.00%-0.89%13.28%0.52%
2021-2.09%-8.68%6.40%5.32%1.99%-4.39%7.48%1.59%-7.15%2.15%1.00%13.58%
202010.65%-16.83%-5.37%2.68%5.35%-3.47%7.36%-5.77%-5.29%2.36%10.50%4.44%
20192.52%3.17%1.39%7.19%1.80%4.63%1.40%6.15%1.22%1.12%-1.81%6.03%
2018-7.70%-5.01%-0.38%3.20%-0.67%1.38%5.00%1.24%-0.75%-11.84%6.12%-0.29%
20171.23%5.04%1.29%2.92%-0.61%1.87%0.24%0.67%-0.63%6.90%7.67%3.26%
20165.81%-2.50%4.09%-0.50%2.61%10.37%-2.86%-11.68%0.23%0.72%-2.51%1.04%
20151.31%-1.65%-0.34%1.78%-1.25%-6.95%3.88%0.37%4.38%8.05%3.27%1.53%
20141.53%5.84%-0.48%0.08%1.78%3.31%-9.31%5.90%-5.92%11.35%2.08%0.45%
20137.12%7.63%7.93%0.92%-1.49%0.64%8.21%-9.78%1.79%1.82%-3.83%-1.99%
20120.05%1.43%0.36%1.88%2.46%8.05%2.72%-1.86%-0.96%2.54%1.30%-0.47%
20112.85%-1.95%1.64%-1.49%1.65%-3.47%-3.78%5.16%-2.31%2.87%-0.56%0.68%
2010-5.09%4.09%2.63%4.33%-4.03%1.32%10.24%2.77%2.62%5.54%0.83%4.32%

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.


-0.500.000.501.00MarchAprilMayJuneJulyAugust
0.40
-0.20
WTRG (Essential Utilities, Inc.)
Benchmark (^GSPC)

WTRGDividend History

Essential Utilities, Inc. granted a 2.62% dividend yield in the last twelve months. The annual payout for that period amounted to $1.36 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.36$1.04$0.97$0.91$0.85$0.79$0.74$0.69$0.63$0.58$0.54$0.50$0.47

Dividend yield

2.62%1.97%2.13%2.05%2.69%2.25%2.81%2.69%2.85%3.04%3.32%3.70%3.50%

WTRGDrawdowns Chart

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


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugust
-1.58%
-10.77%
WTRG (Essential Utilities, Inc.)
Benchmark (^GSPC)

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. It took 443 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-39.62%Feb 19, 202024Mar 23, 2020443Dec 22, 2021467
-21.92%Jan 3, 2022115Jun 16, 2022
-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

WTRGVolatility Chart

Current Essential Utilities, Inc. volatility is 22.76%. 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.


10.00%20.00%30.00%40.00%50.00%MarchAprilMayJuneJulyAugust
22.76%
16.68%
WTRG (Essential Utilities, Inc.)
Benchmark (^GSPC)