Essential Utilities Inc (WTRG) Daily/Weekly Backtest Results military_tech

Buy indicator:                
              [ What are these indicators? | Switch to WTRG's monthly backtests ]
Fixed profit target:               -or-  

Expectancy: 6.66%.   Win rate: 50.0%.   Sharpe Ratio: -0.197.
Mean CAGR of winning trades: 15.09%. Time in market: 1962 days.   Average win: 24.25% Average loss: -10.93%.
Key: change_history : profitable trade change_history : breakeven trade (minimal loss after 2 years) change_history : losing trade (not profitable in a 2 year timeframe)


*Transaction costs, taxes and dividends are excluded from these calculations. Past performance may not necessarily be a reliable guide to future performance.

Calculations for Essential Utilities

Expectancy is the percentage profit or loss you would expect to make on the next purchase of this stock with an entry point at the specified signal and profit target as set above. Given a large enough sample size, a positive expectancy indicates the trading strategy is likely to be profitable.

Expectancy calculation for 6 signal(s): (50.0% * 24.25%) - (50.0% * 10.93%) = 6.66%.
Wins: 3 Losses: 3

The Sharpe Ratio calculation assumes a risk free return rate of 2% per calendar year. Ideally the ratio should be a positive number. A higher positive number indicates the strategy has a more attractive risk adjusted rate of return for this particular buy signal and stock over the chart's timeframe.

Essential Utilities Analysis

Market sector: Utilities.

External links: Seeking Alpha Research, Zacks Research.

These links may show useful information about why a stock's price has fallen significantly.

 

Rate of Change Backtest Summary (Trailing Stops System)

This table summarises how profitable it would have been to have bought this stock at each Rate of Change entry signal and held until the initial 20% stop loss or the trailing stop loss was triggered.

Key:   electric_bolt : high CAGR trade schedule : open trade

Signal Date Price CAGR Profit / Loss Running Avg
23 January 2018   MEDIUM   $33.82 12.54% electric_bolt 28.12% 28.12 %
01 November 2018   HIGH   $31.42 27.44%
electric_boltelectric_bolt
37.92% 33.02 %
04 March 2020 bubble_chart   MEDIUM   $46.98 -100.00% -21.59% 14.82 %
26 January 2022   MEDIUM   $48.08 -33.19% -10.86% 8.4 %
04 May 2022   MEDIUM   smart_toy0.977 $45.32 -0.91% -0.35% 6.65 %
06 October 2023   MEDIUM   smart_toy0.985 $32.80 5.29% 6.69% 6.66 %

 

The data for Essential Utilities Inc (exchange: XNYS symbol: WTRG) was last updated 10 Apr 2026 05:04. Data for this stock is available from 01 Dec 2015 - 09 Apr 2026.