(WTRG) Essential Utilities - Performance 3.6% in 12m
WTRG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-14.86%
#8 in Peer-Group
Rel. Strength
42.97%
#4229 in Stock-Universe
Total Return 12m
3.62%
#8 in Peer-Group
Total Return 5y
-1.93%
#10 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 16.6 |
| P/E Forward | 17.7 |
| High / Low | USD |
|---|---|
| 52 Week High | 41.05 USD |
| 52 Week Low | 32.90 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 19.51 |
| Buy/Sell Signal +-5 | 0.21 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WTRG (3.6%) vs XLU (24.2%)
5y Drawdown (Underwater) Chart
Top Performer 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 | -3.66% | 0.06% | 4.55% |
| 3 Months | -5.26% | 4.28% | 10.78% |
| 12 Months | 3.62% | 24.22% | 14.71% |
| 5 Years | -1.93% | 64.71% | 112.53% |
| Trend Score (consistency of price movement) | WTRG | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | -69.9% | 2.6% | 79.2% |
| 3 Months | -61% | 82.2% | 92.9% |
| 12 Months | 3% | 66.6% | 44.2% |
| 5 Years | -46.8% | 77.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th31.25 | -3.71% | -7.85% |
| 3 Month | %th37.50 | -9.15% | -14.48% |
| 12 Month | %th56.25 | -16.59% | -9.67% |
| 5 Years | %th50.00 | -40.46% | -53.86% |
FAQs
Does Essential Utilities (WTRG) outperform the market?
No,
over the last 12 months WTRG made 3.62%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 24.22%.
Over the last 3 months WTRG made -5.26%, while XLU made 4.28%.
Performance Comparison WTRG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WTRG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -5.2% | -8.2% | -2% | -11% |
| US NASDAQ 100 | QQQ | -6.1% | -9.2% | -4.1% | -11% |
| German DAX 40 | DAX | -5.1% | -3.7% | -14.9% | -26% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.9% | -7.8% | 0% | -14% |
| Hongkong Hang Seng | HSI | -4.8% | -9.5% | -17.7% | -32% |
| India NIFTY 50 | INDA | -4.8% | -5.8% | -1.7% | 4% |
| Brasil Bovespa | EWZ | -6.6% | -11.4% | -26.5% | -10% |
WTRG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -6.8% | -10.4% | -8.6% | -25% |
| Consumer Discretionary | XLY | -3.7% | -5.3% | 6.7% | -16% |
| Consumer Staples | XLP | -1.8% | -2% | -0.2% | -6% |
| Energy | XLE | -0.9% | -7.2% | 3.5% | 8% |
| Financial | XLF | -5.3% | -6.7% | -5.1% | -25% |
| Health Care | XLV | -4.3% | -5.7% | 5.3% | 9% |
| Industrial | XLI | -4.8% | -7.4% | -8.6% | -21% |
| Materials | XLB | -3.3% | -5.3% | -1.3% | 1% |
| Real Estate | XLRE | -0.8% | -3.7% | 0.7% | -9% |
| Technology | XLK | -6.6% | -12.6% | -5.2% | -8% |
| Utilities | XLU | -2.8% | -3.7% | -5.3% | -21% |
| Aerospace & Defense | XAR | -7.2% | -13.5% | -23.4% | -49% |
| Biotech | XBI | -3.1% | -5.8% | 12% | 14% |
| Homebuilder | XHB | -3.5% | -9.7% | 9.3% | 3% |
| Retail | XRT | -2.2% | -5.1% | 6.8% | -3% |
WTRG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 2% | -8.78% | 7.31% | 14% |
| Natural Gas | UNG | 7% | 5.8% | 13.2% | 11% |
| Gold | GLD | -0.3% | -1.5% | -21.8% | -38% |
| Silver | SLV | -1.8% | -7.5% | -20.5% | -19% |
| Copper | CPER | -5.5% | -7.8% | -21.7% | -12% |
WTRG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -4% | -7.3% | 1.2% | 2% |
| iShares High Yield Corp. Bond | HYG | -3.2% | -5.5% | -1% | -7% |