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Middlesex Water Company (MSEX) Total Return Calculator with Dividends Reinvested

Middlesex Water Company

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The total return for Middlesex Water Company (MSEX) stock is -14.09% over the past 12 months. So far it's up 2.47% this year. The 5-year total return is -28.08%, meaning $10,000 invested in MSEX stock 5 years ago would be worth $7,192 today. Total return includes price appreciation plus reinvesting any dividends paid out.

If you invested $10,000 in MSEX 1 year ago, it would be worth $8,580 today — you'd have lost $1,420 with dividends reinvested.

With Dividends Reinvested$8,580-14.20%

Price Only (No DRIP)$8,362-16.38%

Dividend Boost+$2184 payments · +2.18% extra

Period2025-05-06 → 2026-05-06

Price

Total Return (DRIP)

Dividends

S&P 500

If You Invested $10,000 in MSEX

1Y$8,591-$1,409 (-14.1%)-14.1% CAGR

3Y$7,448-$2,552 (-25.5%)-9.4% CAGR

5Y$7,192-$2,808 (-28.1%)-6.4% CAGR

10Y$16,365+$6,365 (+63.6%)5.0% CAGR

15Y$36,228+$26,228 (+262.3%)9.0% CAGR

20Y$36,462+$26,462 (+264.6%)6.7% CAGR

30Y$90,201+$80,201 (+802.0%)7.6% CAGR

Dividend Reinvestment History (4)▲ Hide

Ex-Date	Dividend	Reinvest Price	Shares Added
2025-05-15	$0.34	$57.10	+0.005954
2025-08-15	$0.34	$52.98	+0.006456
2025-11-17	$0.36	$51.62	+0.007061
2026-02-17	$0.36	$55.32	+0.006634

Loading MSEX total return...

As of 2026-05-06

Returns at a Glance

Period	Total Return	CAGR	Price Only	Div. Contrib.	$10K →
YTD	+2.47%	—	+1.75%	+0.72 pp	$10,247
1Y	-14.09%	-14.09%	-16.38%	+2.29 pp	$8,591
3Y	-25.52%	-9.35%	-30.93%	+5.41 pp	$7,448
5Y	-28.08%	-6.38%	-36.01%	+7.93 pp	$7,192
10Y	+63.65%	5.05%	+34.68%	+28.97 pp	$16,365
15Y	+262.28%	8.96%	+181.05%	+81.24 pp	$36,228
20Y	+264.62%	6.68%	+168.51%	+96.12 pp	$36,462
30Y	+802.01%	7.61%	+510.38%	+291.63 pp	$90,201

Risk & Highlights

Best Year+70.92%2021

Worst Year-32.97%2022

Max Drawdown-22.62%2025-10-27 → 2025-11-20

Annual Returns

Year	Total Return	Price Return	Div.	S&P 500	vs S&P
2026YTD	+8.14%	+7.42%	+0.7pp	+0.41%	+7.7pp
2025	+0.82%	-1.87%	+2.7pp	+16.64%	-15.8pp
2024	-16.64%	-18.67%	+2.0pp	+24.00%	-40.6pp
2023	-16.48%	-18.06%	+1.6pp	+24.81%	-41.3pp
2022	-32.97%	-33.96%	+1.0pp	-19.95%	-13.0pp

MSEX underperformed the S&P 500 by 45.41pp over the past year (-14.09% vs +31.32%).

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MSEX Peers' Total Return

Accurate peer set · 10 comparable names

Name	Mkt Cap	30D Rtn	YTD Total Rtn	1Y Total Rtn	Div Contrib	3Y Total Rtn	5Y Total Rtn	10Y Total Rtn
MSEXMiddlesex Water Company	$950M	-3.1%	+2.5%	-14.1%	+2.3pp	-25.5%	-28.1%	+63.6%
AWRAmerican States Water Company	$3.0B	-1.2%	+5.7%	-3.6%	+2.4pp	-10.1%	+5.5%	+120.3%
YORWThe York Water Company	$463M	-6.9%	-7.8%	-14.7%	+2.6pp	-26.3%	-32.1%	+24.9%
ARTNAArtesian Resources Corporation	$328M	-0.5%	+2.5%	-5.3%	+3.6pp	-35.5%	-8.1%	+47.1%
GWRSGlobal Water Resources, Inc.	$202M	-8.6%	-15.6%	-29.3%	+2.9pp	-29.2%	-48.4%	+40.8%
AWKAmerican Water Works Company, Inc.	$24.5B	-8.9%	-2.9%	-13.5%	+2.2pp	-8.5%	-8.7%	+100.9%
CWTCalifornia Water Service Group	$2.6B	-5.8%	+1.0%	-11.2%	+2.5pp	-18.3%	-16.3%	+81.3%
WTRGEssential Utilities, Inc.	$10.6B	-8.2%	-2.0%	-6.0%	+3.3pp	-3.4%	-5.9%	+47.4%
XYLXylem Inc.	$28.2B	-4.2%	-13.2%	-0.2%	+1.4pp	+14.6%	+5.6%	+209.7%
AWIArmstrong World Industries, Inc.	$7.1B	+0.1%	-15.4%	+11.6%	+0.9pp	+153.5%	+67.1%	+308.7%
FELEFranklin Electric Co., Inc.	$4.5B	+7.0%	+4.4%	+17.9%	+1.2pp	+10.8%	+21.2%	+233.1%

Compare:MSEX vs AWR MSEX vs YORW MSEX vs ARTNA MSEX vs AWR vs YORW

About MSEX Dividend Returns

Middlesex Water Company (MSEX) is a dividend-paying stock. When dividends are reinvested through a DRIP (Dividend Reinvestment Plan), they purchase additional shares, which then generate their own dividends—creating a compounding effect that can significantly boost long-term returns.

How We Calculate Total Return

Our total return calculator simulates dividend reinvestment (DRIP) by assuming each dividend payment is used to purchase additional shares at the closing price on the ex-dividend date. This methodology provides an accurate representation of how a dividend reinvestment plan would perform.

Frequently Asked Questions

Q1What is the total return of MSEX over the past year?

Middlesex Water Company (MSEX) delivered a total return of -14.09% over the past year when dividends are reinvested. The price-only return was -16.38%, meaning dividends contributed an additional 2.29 percentage points to total returns.

Q2How much would $10,000 invested in MSEX be worth today?

A $10,000 investment in Middlesex Water Company one year ago would be worth $8,591 today with dividends reinvested (DRIP). Without reinvesting dividends, the same investment would be worth $8,362. Dividend reinvestment added $229 to the portfolio value.

Q3Does MSEX pay dividends?

Yes, Middlesex Water Company (MSEX) pays dividends. In the last year, MSEX paid approximately $1.37 per share in dividends (2.68% yield). Reinvesting these dividends through a DRIP can significantly boost long-term returns — over 20+ years, dividend compounding can account for 30–50% of total returns for dividend-paying stocks.

Q4Did MSEX beat the S&P 500?

No, Middlesex Water Company (MSEX) underperformed the S&P 500 by 45.41 percentage points over the past year. MSEX delivered a total return of -14.09%, compared to the S&P 500's 31.32%. This means a passive S&P 500 index fund outperformed MSEX by 45.41pp during this period.

Q5What is MSEX's worst drawdown?

Middlesex Water Company (MSEX) experienced a maximum drawdown of -22.62% over the past year, declining from its peak on 2025-10-27 to its trough on 2025-11-20. The stock has not yet fully recovered to its prior peak. Maximum drawdown measures the worst peak-to-trough decline and is an important risk metric for investors.

Q6What is MSEX's long-term total return over 10, 20, or 30 years?

Here are Middlesex Water Company (MSEX)'s long-term returns with dividends reinvested. Over 10 years, the total return is 63.6% (5.0% CAGR) — $10,000 would have grown to $16,365. Over 20 years: 264.6% total return (6.7% CAGR) — $10,000 → $36,462. Over 30 years: 802.0% total return (7.6% CAGR) — $10,000 → $90,201. Long-term investors benefit from compounding: dividends buy additional shares, which generate their own dividends, creating an exponential growth effect.

Q7What was MSEX's best and worst year?

Middlesex Water Company's best calendar year was 2021 with a total return of 70.9%. Its worst year was 2022 with a total return of -33.0%. This range shows the volatility investors should expect — the difference between the best and worst year is 103.9 percentage points.