Utilities—Regulated Water Stock List
Year-to-Date Return
< 0.0%
—
> 10.0%
10-Year Annualized Return
< 0.0%
—
> 10.0%
Sharpe Ratio
< 0.0
—
> 0.1
Omega ratio
< 0.0
—
> 0.1
Sortino ratio
< 0.0
—
> 0.1
Calmar ratio
< 0.0
—
> 0.1
Ulcer Index
< 0.0%
—
> 10.0%
10Y Volatility
< 0.0%
—
> 10.0%
Maximum Drawdown
< 0.0%
—
> 10.0%
Dividend Yield
< 0.0%
—
> 10.0%
| Symbol | Full name | YTD Ret. | 10Y Ann. Ret. | Div. Yield | 10Y Volatility | Max. Drawdown | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 0270.HK | Guangdong Investment Ltd | -24.0% | 2.8% | 10.8% | 29.1% | -95.0% | -0.3 | 0.0 | 1.0 | -0.3 | 17.3% |
| 0371.HK | Beijing Enterprises Water Group Ltd | -10.6% | -3.0% | 9.6% | 33.8% | -99.7% | 0.0 | 0.3 | 1.0 | 0.1 | 8.0% |
| 0855.HK | China Water Affairs Group Ltd | -17.4% | 9.2% | 6.8% | 34.6% | -99.8% | -0.5 | -0.6 | 0.9 | -0.6 | 13.8% |
| ARIS | Aris Water Solutions, Inc. | -30.3% | N/A | 3.7% | 62.3% | -69.6% | -0.4 | -0.3 | 1.0 | -0.3 | 35.1% |
| ARTNA | Artesian Resources Corporation | -28.5% | 9.5% | 2.7% | 26.8% | -35.0% | -0.4 | -0.6 | 0.9 | -0.4 | 15.4% |
| AWK | American Water Works Company, Inc. | -22.2% | 13.4% | 2.3% | 22.3% | -36.1% | -0.4 | -0.4 | 1.0 | -0.3 | 9.2% |
| AWR | American States Water Company | -16.3% | 13.2% | 2.1% | 26.8% | -37.4% | -0.0 | 0.1 | 1.0 | -0.0 | 9.7% |
| CDZI | Cadiz Inc. | 27.6% | -4.1% | 0.0% | 58.7% | -99.7% | 0.7 | 1.2 | 1.1 | 1.4 | 17.9% |
| CWCO | Consolidated Water Co. Ltd. | 97.9% | 9.9% | 1.2% | 39.8% | -81.5% | 1.9 | 2.2 | 1.4 | 3.5 | 14.1% |
| CWT | California Water Service Group | -22.4% | 11.1% | 2.2% | 27.7% | -34.3% | -0.4 | -0.5 | 0.9 | -0.4 | 14.2% |
| GWR.TO | Global Water Resources, Inc. | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| GWRS | Global Water Resources, Inc. | -26.9% | 8.6% | 3.1% | 34.4% | -51.2% | -0.5 | -0.7 | 0.9 | -0.5 | 15.8% |
| HEO.TO | H2O Innovation Inc. | -2.3% | 6.0% | 0.0% | 57.6% | -92.8% | 0.6 | 1.2 | 1.1 | 0.8 | 9.1% |
| MSEX | Middlesex Water Company | -17.3% | 14.5% | 1.9% | 29.8% | -45.2% | -0.6 | -0.7 | 0.9 | -0.5 | 15.2% |
| NXFIL.AS | NX Filtration Holding BV | -40.0% | N/A | 0.0% | 35.6% | -55.7% | -1.2 | -1.6 | 0.8 | -0.7 | 15.2% |
| PCYO | Pure Cycle Corporation | -9.0% | 6.8% | 0.0% | 39.9% | -90.0% | 0.4 | 0.7 | 1.1 | 0.5 | 12.4% |
| SBS | Companhia de Saneamento Básico do Estado de São Paulo - SABESP | 11.7% | 3.9% | 2.2% | 46.6% | -76.4% | 0.7 | 1.7 | 1.2 | 1.3 | 10.4% |
| SJW | SJW Group | -26.9% | 10.2% | 2.6% | 29.8% | -63.0% | 0.1 | 0.4 | 1.0 | 0.1 | 11.3% |
| VWTR | Vidler Water Resources, Inc. | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| WTRG | Essential Utilities, Inc. | -29.6% | 5.6% | 3.6% | 23.9% | -48.0% | -0.9 | -1.1 | 0.9 | -0.6 | 13.1% |