DBA Sempra trailing returns
DBA Sempra's 10-year annualized return is +8.3% per year (+121.7% cumulative). How DBA Sempra (SRE) has performed over the last day, week, month and year, over 5, 10 and 20 years, and since inception, through September 11, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-09-11. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.8% | |
| 1 week | — | -1.5% | |
| 1 month | — | -3.0% | |
| YTD | — | -4.3% | |
| 1 year | +4.6% | +4.6% | |
| 5 years | +8.0% | +47.1% | |
| 10 years | +8.3% | +121.7% | |
| 20 years | +9.6% | +520.6% | |
| Since inception (1998) | +10.1% | +1404.3% |
Growth of SRE
Actual index level (solid); dashed lines are each window's constant-rate path from start to today.
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-09-11). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Total return reinvests dividends (from SRE's split- and dividend-adjusted closes); price return excludes them. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is DBA Sempra's 10-year return?
- Over the last 10 years, DBA Sempra (SRE) returned about +8.3% a year annualized (+121.7% cumulative total return).
- What is DBA Sempra's 20-year annualized return?
- Over the last 20 years, DBA Sempra (SRE) compounded at about +9.6% a year (+520.6% cumulative).
- What is DBA Sempra's return since inception?
- Since 1998, DBA Sempra (SRE) has compounded at about +10.1% a year — +1404.3% in total.