DBA Sempra trailing returns
DBA Sempra's 10-year return is +8.3% a year (CAGR) (+122.9% 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 October 27, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-27. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +0.9% | +0.0% | +0.9% | — |
| 5 days | +2.7% | +0.0% | +2.7% | -0.8%Oct 23 |
| 1 month | +9.1% | +0.0% | +9.1% | -2.0%Oct 19 |
| YTD | -3.7% | +2.2% | -1.5% | -22.9%Sep 28 |
| 1 year | -8.8% | +2.8% | -6.0% | -22.9%Sep 2026 |
| 5 years | +5.5% | +3.4% | +8.9%+53.1% | -32.7%Apr 2025 |
| 10 years | +5.0% | +3.4% | +8.3%+122.9% | -45.0%Mar 2020 |
| 20 years | +6.0% | +3.3% | +9.3%+493.6% | -45.0%Mar 2020 |
| Since inception (1998) | +6.5% | +3.7% | +10.2%+1447.3% | -45.2%Jul 2002 |
Growth of SRE#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+8.9%/year · +53.1%
- 10 years+8.3%/year · +122.9%
- 20 years+9.3%/year · +493.6%
- Since inception (1998)+10.2%/year · +1447.3%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-27). 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. Price return is the change in SRE's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. 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 (+122.9% cumulative total return).
- What is DBA Sempra's 20-year annualized return?
- Over the last 20 years, DBA Sempra (SRE) compounded at about +9.3% a year (+493.6% cumulative).
- What is DBA Sempra's return since inception?
- Since 1998, DBA Sempra (SRE) has compounded at about +10.2% a year — +1447.3% in total.