(WTRG) Essential Utilities - Performance 9.9% in 12m
Compare WTRG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-4.23%
#6 in Group
Rel. Strength
62.80%
#2961 in Universe
Total Return 12m
9.94%
#6 in Group
Total Return 5y
11.01%
#6 in Group
P/E 18.8
33th Percentile in Group
P/E Forward 19.5
27th Percentile in Group
PEG 4.86
64th Percentile in Group
FCF Yield -2.96%
17th Percentile in Group
12m Total Return: WTRG (9.9%) vs XLU (19.5%)
5y Drawdown (Underwater) Chart
Top Performers in Water Utilities
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 |
|---|
Performance Comparison: WTRG vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for WTRG
| Total Return (including Dividends) | WTRG | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 2.91% | 7.00% | 12.17% |
| 3 Months | 16.01% | 3.49% | -5.54% |
| 12 Months | 9.94% | 19.53% | 11.11% |
| 5 Years | 11.01% | 64.32% | 112.99% |
| Trend Score (consistency of price movement) | WTRG | XLU | S&P 500 |
| 1 Month | 70.1% | 75.2% | 74.8% |
| 3 Months | 84.0% | -10.2% | -84.7% |
| 12 Months | 15.9% | 67.4% | 53.5% |
| 5 Years | -39.8% | 77.4% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #6 | -3.83% | -8.26% |
| 3 Month | #6 | 12.1% | 22.8% |
| 12 Month | #7 | -8.02% | -1.05% |
| 5 Years | #7 | -32.5% | -47.9% |
FAQs
Does WTRG Essential Utilities outperforms the market?
No,
over the last 12 months WTRG made 9.94%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 19.53%.
Over the last 3 months WTRG made 16.01%, while XLU made 3.49%.
Over the last 3 months WTRG made 16.01%, while XLU made 3.49%.
Performance Comparison WTRG vs Indeces and Sectors
WTRG vs. Indices WTRG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.82% | -9.26% | 7.15% | -1.17% |
| US NASDAQ 100 | QQQ | -2.41% | -12.7% | 6.36% | -1.77% |
| US Dow Jones Industrial 30 | DIA | -1.61% | -4.92% | 7.68% | 1.89% |
| German DAX 40 | DAX | -2.55% | -8.81% | -13.1% | -16.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -0.98% | -1.77% | 11.1% | 4.17% |
| Hongkong Hang Seng | HSI | -2.84% | -5.76% | 6.77% | 0.77% |
| India NIFTY 50 | INDA | -0.09% | -6.69% | 7.25% | 6.25% |
| Brasil Bovespa | EWZ | 1.40% | -7.78% | 5.18% | 19.3% |
WTRG vs. Sectors WTRG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.78% | -8.77% | 0.87% | -11.2% |
| Consumer Discretionary | XLY | -0.83% | -7.29% | 5.76% | -3.08% |
| Consumer Staples | XLP | -0.16% | -1.04% | 4.46% | -0.28% |
| Energy | XLE | 2.26% | -1.18% | 14.2% | 19.2% |
| Financial | XLF | -2.23% | -9.67% | -1.12% | -13.1% |
| Health Care | XLV | 1.12% | 0.51% | 12.1% | 10.4% |
| Industrial | XLI | -2.90% | -11.2% | 5.90% | -0.20% |
| Materials | XLB | -1.54% | -6.14% | 15.6% | 13.8% |
| Real Estate | XLRE | -1.75% | -4.71% | 8.57% | -7.23% |
| Technology | XLK | -3.0% | -15.9% | 10.1% | 3.50% |
| Utilities | XLU | -0.28% | -4.09% | 2.35% | -9.59% |
| Aerospace & Defense | XAR | -2.94% | -19.3% | -7.37% | -16.0% |
| Biotech | XBI | -1.55% | -10.5% | 23.1% | 17.6% |
| Homebuilder | XHB | -2.63% | -1.80% | 22.9% | 18.3% |
| Retail | XRT | -1.71% | -5.86% | 13.7% | 13.4% |