Overview Performance Dividends Peer Group Options

(SRE) Sempra Energy - Performance 4% in 12m

Compare SRE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 39.51%
#15 in Group
Rel. Strength 53.36%
#3712 in Universe
Total Return 12m 3.95%
#19 in Group
Total Return 5y 42.82%
#15 in Group
P/E 17.1
25th Percentile in Group
P/E Forward 16.6
11th Percentile in Group
PEG 1.98
11th Percentile in Group
FCF Yield -3.96%
65th Percentile in Group

12m Total Return: SRE (4%) vs XLU (17.5%)

Compare overall performance (total returns) of Sempra Energy with its related sector ETF XLU

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (SRE) Sempra Energy - Performance 4% in 12m

Top Performers in Multi-Utilities

Short Term
Symbol 1w 1m 3m
SRE 1.43% 18.8% -6.99%
AQN 3.61% 19.7% 21.0%
NGG -2.05% 11.9% 14.1%
VIE -1.80% 11.0% 14.5%
Long Term
Symbol 6m 12m 5y
SRE -15.6% 3.95% 42.8%
CNP 26.5% 32.4% 139%
RENE 25.4% 29.3% 65.3%
NI 11.7% 42.2% 101%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
VIE PA
Veolia Environnement VE		 11% 7.94% 105% 20.9 14.3 0.98 27.6% 52.7%
SRE NYSE
Sempra Energy		 18.8% 3.95% 42.8% 17.1 16.6 1.98 8.80% -8.53%

Performance Comparison: SRE vs XLU vs S&P 500

XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for SRE
Total Return (including Dividends) SRE XLU S&P 500
1 Month 18.80% 9.59% 13.81%
3 Months -6.99% 2.12% -6.30%
12 Months 3.95% 17.47% 10.65%
5 Years 42.82% 67.52% 107.77%
Trend Score (consistency of price movement) SRE XLU S&P 500
1 Month 94.4% 95.2% 83%
3 Months -13.9% 2.8% -75.3%
12 Months -0.20% 67% 50.1%
5 Years 79.4% 77.4% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month #5 8.40% 4.38%
3 Month #21 -8.93% -0.74%
12 Month #19 -11.5% -6.05%
5 Years #14 -14.7% -31.3%

FAQs

Does SRE Sempra Energy outperforms the market?

No, over the last 12 months SRE made 3.95%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months SRE made -6.99%, while XLU made 2.12%.

Performance Comparison SRE vs Indeces and Sectors

SRE vs. Indices SRE is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY 0.25% 4.99% -10.7% -6.70%
US NASDAQ 100 QQQ 0.06% 1.44% -10.9% -7.69%
US Dow Jones Industrial 30 DIA -0.16% 8.81% -10.4% -3.76%
German DAX 40 DAX 0.27% 3.84% -37.0% -21.8%
Shanghai Shenzhen CSI 300 CSI 300 -1.93% 6.97% -11.5% -3.42%
Hongkong Hang Seng HSI -2.92% -1.13% -19.1% -9.73%
India NIFTY 50 INDA 5.17% 14.0% -11.1% 4.16%
Brasil Bovespa EWZ -0.80% 1.56% -19.4% 12.3%

SRE vs. Sectors SRE is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -0.39% 5.39% -17.8% -17.6%
Consumer Discretionary XLY -0.13% 4.57% -9.71% -10.3%
Consumer Staples XLP 1.11% 12.2% -17.6% -5.17%
Energy XLE 0.43% 12.0% -4.10% 13.4%
Financial XLF -0.85% 5.28% -17.8% -18.5%
Health Care XLV 3.26% 17.9% -5.70% 8.01%
Industrial XLI -1.44% 1.98% -12.1% -7.04%
Materials XLB 0.45% 5.24% -5.80% 9.18%
Real Estate XLRE 1.57% 7.26% -11.4% -11.5%
Technology XLK -0.83% -2.42% -7.81% -3.15%
Utilities XLU 0.20% 9.21% -18.4% -13.5%
Aerospace & Defense XAR -1.73% -2.36% -22.2% -23.4%
Biotech XBI 6.84% 6.99% 9.45% 16.2%
Homebuilder XHB -0.22% 7.32% 2.50% 11.5%
Retail XRT -1.65% 4.15% -6.45% 5.43%

SRE vs. Commodities SRE is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO -0.24% 15.2% -5.33% 17.8%
Natural Gas UNG -2.90% 20.0% -59.8% -9.34%
Gold GLD -0.98% 8.11% -38.5% -38.7%
Silver SLV 1.19% 10.3% -19.1% -14.1%
Copper CPER 2.26% 7.68% -21.1% 3.10%

SRE vs. Yields & Bonds SRE is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 3.43% 20.1% -11.6% 3.54%
iShares High Yield Corp. Bond HYG 1.17% 14.6% -16.9% -4.16%