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California Water Service Group (CWT)

Equity · Currency in USD
Sector
Utilities
Industry
Utilities—Regulated Water
ISIN
US1307881029
CUSIP
130788102

CWTPrice Chart


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CWTPerformance

The chart shows the growth of $10,000 invested in California Water Service Group on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $45,553 for a total return of roughly 355.53%. All prices are adjusted for splits and dividends.


CWT (California Water Service Group)
Benchmark (S&P 500)

CWTReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-13.01%-2.17%
1M-8.60%0.62%
6M7.09%6.95%
1Y14.63%22.39%
5Y15.61%15.44%
10Y15.97%13.73%

CWTMonthly Returns Heatmap


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CWTSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current California Water Service Group Sharpe ratio is 0.80. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


CWT (California Water Service Group)
Benchmark (S&P 500)

CWTDividends

California Water Service Group granted a 1.47% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $0.92 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$0.92$0.92$0.85$0.79$0.75$0.72$0.69$0.67$0.65$0.64$0.63$0.62$0.60

Dividend yield

1.47%1.28%1.60%1.58%1.65%1.70%2.22%3.21%3.04%3.28%4.19%4.25%4.17%

CWTDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


CWT (California Water Service Group)
Benchmark (S&P 500)

CWTWorst Drawdowns

The table below shows the maximum drawdowns of the California Water Service Group. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the California Water Service Group is 25.97%, recorded on Sep 23, 2020. It took 72 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-25.97%Feb 19, 2020152Sep 23, 202072Jan 6, 2021224
-22.54%Jan 30, 2015152Sep 4, 2015110Feb 12, 2016262
-21.98%Dec 1, 201764Mar 6, 2018179Nov 16, 2018243
-14.76%Jul 6, 201650Sep 14, 201649Nov 22, 201699
-14.69%Mar 26, 201435May 14, 201431Jun 27, 201466
-13.44%May 4, 201026Jun 9, 2010276Jul 13, 2011302
-13.17%Sep 5, 201971Dec 13, 201942Feb 14, 2020113
-13.02%Jan 4, 20229Jan 14, 2022
-12.74%Feb 12, 202114Mar 4, 202129Apr 15, 202143
-12.74%Apr 27, 20179May 9, 201749Jul 19, 201758

CWTVolatility Chart

Current California Water Service Group volatility is 12.71%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


CWT (California Water Service Group)
Benchmark (S&P 500)

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