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H2O America (HTO) Sharpe Ratio: 1.38

Equity · Currency in USD · Last updated Aug 1, 2026

H2O America provides water utility and related services, including the production, purchase, purification, distribution, and sale of water and wastewater services, as well as supplying groundwater, surface water, reclaimed water, and imported water. The company also offers non-tariffed services such as water system operations, maintenance agreements, contracted sewer operations, and protection plans for public drinking water customers across various regions in the United States.

HTO's Sharpe Ratio of 1.38 indicates that for each unit of volatility, it generates 1.38 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Aug 1, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets. For how to read this number and when it can mislead, see Sharpe Ratio Explained.

HTO Sharpe Ratio Rank

HTO Sharpe Ratio Rank: 83.183
Exceptional

HTO ranks above 83.1% of all investments in our database based on Sharpe Ratio over the past 12 months, demonstrating exceptional risk-adjusted returns. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

  • Strong returns with low total volatility → Higher rank
  • High volatility (both upside and downside) → Lower rank
  • Consistent returns → Higher rank than volatile returns of same magnitude
  • Sharp drawdowns increase volatility → Lower rank

What you can do with this information

  • Suitable as a core holding given strong risk-adjusted returns
  • Monitor rank changes to detect deteriorating return-to-volatility profile
  • Exceptional Sharpe ratio supports larger position sizes
  • Compare with category peers to assess whether strength is investment-specific or category-wide

HTO Sharpe Ratio Market Positioning

The chart shows HTO's Sharpe Ratio relative to all stocks on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

  • Red zone (bottom 25%): -0.42 or lower
  • Yellow zone (middle 50%): -0.42 to 0.99
  • Green zone (top 25%): 0.99 or higher
  • Top 1%: 4.26+
  • Median: 0.14 — half of all investments score higher

How it compares to other similar stocks

The table compares H2O America's Sharpe Ratio with other stocks in the Utilities - Regulated Water industry across multiple time periods, showing how HTO's risk-adjusted performance compares to industry peers.

Data shows 1-, 5-, and 10-year periods, plus each stock's all-time average, as of Aug 1, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
ARISAris Water Solutions, Inc.1.80
SBSCompanhia de Saneamento Básico do Estado de São Paulo - SABESP1.44
HTOH2O America1.38
UUGRYUnited Utilities Group PLC ADR1.25
AWRAmerican States Water Company0.96
STRNYSevern Trent PLC PK0.94
TTAPYTTW Public Company Limited0.92
GGDVYGuangdong Investment Ltd0.85
BJWTYBeijing Enterprises Water Group Limited0.60
WTRGEssential Utilities, Inc.0.56
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Historical Sharpe Ratio

The chart shows HTO's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when HTO consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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