SRE
Sempra
Stock
$78.38+0.33 (+0.42%)Close Oct 2, 2026
Jun 29, 1998 – Oct 2, 2026, Dividends reinvested
- Final balance
- $151,205
- CAGR
- +10.09%
- Max drawdown
- −45.00%
- Sharpe ratio
- 0.51
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −5.67%
- 3M
- −15.07%
- 6M
- −19.75%
- YTD
- −9.21%
- 1Y
- −9.56%
- 3Y
- +9.68%
- 5Y
- +7.86%
- 10Y
- +7.20%
- 15Y
- +11.11%
- 20Y
- +9.10%
- 25Y
- +11.11%
- Since 1998
- +10.09%
Metrics
Since 1998| Volatility | 24.98% |
|---|---|
| Sortino ratio | 0.72 |
| Calmar ratio | 0.22 |
| Best year, 2019 | +44.01% |
| Worst year, 2008 | −29.17% |
| Positive years | 21 of 27 |
| Longest drawdown | 4.8 years |
Worst drawdowns
Since 1998| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −45.0% | Jan 2020 | Mar 2020 | Mar 2022 | 2.1 years |
| −42.2% | Apr 2007 | Oct 2008 | Jan 2012 | 4.8 years |
| −40.7% | May 2001 | Jul 2002 | Apr 2003 | 1.9 years |
| −36.8% | Oct 1998 | Apr 2000 | Apr 2001 | 2.5 years |
| −31.6% | Nov 2024 | Apr 2025 | Oct 2025 | 10 months |
Annual returns
1998 from Jun 29 · 2026 through Oct 2