Sempra Energy

Investment Calculator

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Calculate Current Value and Shares Since: June 29, 1998
Investment Date: Original Shares: Original Value: Current Shares: Current Value: Percent Return:
Jun 29, 1998 100 $ 2,856.00 172 $ 14,009.14 390.52%

Investment of $  2,856.00 on Jun 29, 1998 would yield $ 14,009.14 today

Adjustments
Date Reason Factor Shares Price Value %
Jun 29, 1998 Initial Investment 100 28.56 $2,856.00 0.00%
Sep 17, 1998 Dividend 0.390 101 25.94 $2,633.00 (7.81%)
Dec 17, 1998 Dividend 0.390 103 24.63 $2,539.63 (11.08%)
Mar 17, 1999 Dividend 0.390 105 20.88 $2,193.18 (23.21%)
Jun 17, 1999 Dividend 0.390 106 22.38 $2,391.71 (16.26%)
Sep 16, 1999 Dividend 0.390 108 21.94 $2,386.38 (16.44%)
Dec 17, 1999 Dividend 0.390 111 18.00 $2,000.25 (29.96%)
Mar 16, 2000 Dividend 0.250 112 18.44 $2,076.93 (27.28%)
Jun 19, 2000 Dividend 0.250 114 18.81 $2,146.76 (24.83%)
Sep 18, 2000 Dividend 0.250 115 20.04 $2,315.66 (18.92%)
Dec 19, 2000 Dividend 0.250 116 22.38 $2,614.95 (8.44%)
Mar 16, 2001 Dividend 0.250 118 22.26 $2,630.14 (7.91%)
Jun 19, 2001 Dividend 0.250 119 27.27 $3,251.64 13.85%
Sep 18, 2001 Dividend 0.250 120 25.79 $3,104.97 8.72%
Dec 19, 2001 Dividend 0.250 121 24.75 $3,009.86 5.39%
Mar 18, 2002 Dividend 0.250 122 24.02 $2,951.49 3.34%
Jun 19, 2002 Dividend 0.250 124 23.66 $2,937.97 2.87%
Sep 18, 2002 Dividend 0.250 125 20.70 $2,601.46 (8.91%)
Dec 19, 2002 Dividend 0.250 127 23.40 $2,972.20 4.07%
Mar 18, 2003 Dividend 0.250 128 23.68 $3,039.52 6.43%
Jun 19, 2003 Dividend 0.250 129 28.81 $3,730.08 30.61%
Sep 19, 2003 Dividend 0.250 130 29.72 $3,880.27 35.86%
Dec 19, 2003 Dividend 0.250 131 29.03 $3,822.82 33.85%
Mar 18, 2004 Dividend 0.250 132 31.96 $4,241.58 48.51%
Jun 21, 2004 Dividend 0.250 133 34.51 $4,613.18 61.53%
Sep 27, 2004 Dividend 0.250 134 36.04 $4,851.13 69.86%
Dec 20, 2004 Dividend 0.250 135 37.10 $5,027.46 76.03%
Mar 22, 2005 Dividend 0.290 136 39.46 $5,386.56 88.61%
Jun 21, 2005 Dividend 0.290 137 40.15 $5,520.34 93.29%
Sep 27, 2005 Dividend 0.290 138 45.41 $6,283.43 120.01%
Dec 20, 2005 Dividend 0.290 139 45.83 $6,381.67 123.45%
Mar 21, 2006 Dividend 0.300 140 46.38 $6,500.03 127.59%
Jun 20, 2006 Dividend 0.300 141 43.67 $6,162.27 115.77%
Sep 26, 2006 Dividend 0.300 141 49.72 $7,058.32 147.14%
Dec 19, 2006 Dividend 0.300 142 56.14 $8,012.30 180.54%
Mar 20, 2007 Dividend 0.310 143 61.11 $8,765.87 206.93%
Jun 19, 2007 Dividend 0.310 144 62.03 $8,942.30 213.11%
Sep 25, 2007 Dividend 0.310 144 58.70 $8,506.94 197.86%
Dec 18, 2007 Dividend 0.310 145 61.78 $8,998.22 215.06%
Mar 18, 2008 Dividend 0.320 146 51.27 $7,514.05 163.10%
Jun 17, 2008 Dividend 0.350 147 56.57 $8,342.11 192.09%
Sep 23, 2008 Dividend 0.350 148 52.17 $7,744.88 171.18%
Dec 19, 2008 Dividend 0.350 149 40.97 $6,134.14 114.78%
Mar 17, 2009 Dividend 0.390 151 42.17 $6,372.20 123.12%
Jun 17, 2009 Dividend 0.390 152 48.27 $7,352.89 157.45%
Sep 22, 2009 Dividend 0.390 153 50.28 $7,718.48 170.25%
Dec 28, 2009 Dividend 0.390 154 56.44 $8,723.97 205.46%
Mar 16, 2010 Dividend 0.390 155 50.33 $7,839.82 174.50%
Jun 16, 2010 Dividend 0.390 157 49.23 $7,729.23 170.63%
Sep 27, 2010 Dividend 0.390 158 53.63 $8,481.27 196.96%
Dec 21, 2010 Dividend 0.390 159 51.90 $8,269.36 189.54%
Mar 16, 2011 Dividend 0.480 160 50.62 $8,141.89 185.08%
Jun 22, 2011 Dividend 0.480 162 52.56 $8,531.13 198.71%
Sep 27, 2011 Dividend 0.480 163 51.01 $8,357.46 192.63%
Dec 20, 2011 Dividend 0.480 165 53.11 $8,780.16 207.43%
Mar 22, 2012 Dividend 0.600 167 58.30 $9,737.37 240.94%
Jun 25, 2012 Dividend 0.600 168 66.61 $11,225.53 293.05%
Sep 26, 2012 Dividend 0.600 170 64.14 $10,910.39 282.02%
Dec 26, 2012 Dividend 0.600 171 70.99 $12,177.65 326.39%
Mar 26, 2013 Dividend 0.630 172 80.18 $13,862.18 385.37%
Jun 19, 2013 Current Investment 172 81.03 $14,009.14 390.52%

The Investment Calculator page and related information is provided by Mergent, a third party service. Sempra Energy does not maintain this page and is not responsible for the accuracy, completeness or timeliness of the information. The results are for illustrative purposes only and should not be relied on for investment purposes. The timing and price of dividend reinvestments, taxes, commissions and other factors may affect the values shown. Please note that historical investment performance is not intended to indicate future performance.