Essential Utilities (WTRG) Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in Essential Utilities (WTRG) ten years ago, at the end of Oct 2016, was worth $18,574 at the end of Oct 2026 with every dividend reinvested: 6.4% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $42,709 reinvested (8.0% a year), or $35,039 taking the dividends as cash, $9,379 of it paid out along the way.
WTRG became
$42,709
S&P 500: $72,756
Return a year
8.0%
S&P 500: 11.1%
Payouts reinvested
$12,736
bought more shares
Worst drop
-34.8%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | WTRG total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +16.6% | $1,058 | +11.7% |
| 2025 | +9.4% | $1,288 | +17.7% |
| 2024 | +0.5% | $1,141 | +24.9% |
| 2023 | −19.4% | $1,013 | +26.2% |
| 2022 | −8.9% | $980 | −18.2% |
| 2021 | +16.1% | $876 | +28.7% |
| 2020 | +2.9% | $770 | +18.3% |
| 2019 | +40.5% | $765 | +31.2% |
| 2018 | −10.7% | $686 | −4.6% |
| 2017 | +33.8% | $633 | +21.7% |
| 2016 | +3.2% | $544 | +12.0% |
| 2015 | +14.5% | $514 | +1.2% |
| 2014 | +16.1% | $478 | +13.5% |
| 2013 | +18.8% | $405 | +32.3% |
| 2012 | +18.6% | $375 | +16.0% |
| 2011 | +0.9% | $340 | +1.9% |
| 2010 | +32.5% | $331 | +15.1% |
| 2009 | −12.3% | $275 | +26.4% |
| 2008 | −0.1% | $264 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: WTRG total return
Data as of · Source: SmarterDividends data
- $10,000 invested in Essential Utilities (WTRG) at the end of Dec 2007, with dividends reinvested, was worth $42,709 at the end of Oct 2026: 8.0% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, WTRG turned $10,000 into $18,574 with dividends reinvested, 6.4% a year.
- Over the 5 years to Oct 2026, WTRG returned 1.5% a year with dividends reinvested (S&P 500: 12.0%).
- Taking WTRG's dividends as cash instead of reinvesting them, the same $10,000 ended at $35,039, including $9,379 of cash received; reinvesting added $7,669.
- WTRG's best calendar year in that time was 2019 (40.5%) and its worst 2023 (-19.4%), with dividends reinvested.
Cite this page
SmarterDividends, "Essential Utilities (WTRG) Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/WTRG/total-return
WTRG total return questions
If I invested $10,000 in WTRG 10 years ago, how much would I have?
About $18,574 at the end of Oct 2026, with every dividend reinvested: 6.4% a year. Taking them as cash, you'd have shares worth $14,176 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is WTRG's total return since Dec 2007?
327% in total, or 8.0% a year, through Oct 2026 with dividends reinvested. The share price alone rose 157%.
How much of WTRG's return came from dividends?
About 36% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $7,669 better off on a $10,000 start.
What was WTRG's worst year?
2023, at -19.4% with dividends reinvested (S&P 500: 26.2%). Its deepest fall from a peak, on month-end values, was -34.8%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.