SRE trailing returns
DBA Sempra's 10-year annualized return is +8.3% per year (+121.6% 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 July 24, 2026 — cumulative and annualized, with dividends on or off.
Trailing returns by period#
To 2026-07-24. Annualized (CAGR) for windows of a year or more.
| Period | Path | Annualized | Cumulative |
|---|---|---|---|
| 1 day | — | -0.5% | |
| 1 week | — | +0.8% | |
| 1 month | — | +1.0% | |
| YTD | — | +6.0% | |
| 1 year | +19.7% | +19.7% | |
| 5 years | +10.5% | +65.0% | |
| 10 years | +8.3% | +121.6% | |
| 20 years | +10.3% | +615.6% | |
| Since inception (1998) | +10.5% | +1552.0% |
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 (2026-07-24). 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.
See also: S&P 500 · Nasdaq-100 · Dow Jones · Russell 2000 · US Bond Market · Gold · Silver · Bitcoin · Ethereum
FAQ
- What is DBA Sempra's 10-year return?
- Over the last 10 years, DBA Sempra (SRE) returned about +8.3% a year annualized (+121.6% cumulative total return).
- What is DBA Sempra's 20-year annualized return?
- Over the last 20 years, DBA Sempra (SRE) compounded at about +10.3% a year (+615.6% cumulative).
- What is DBA Sempra's return since inception?
- Since 1998, DBA Sempra (SRE) has compounded at about +10.5% a year — +1552.0% in total.