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ARTNA vs. XLI
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ARTNA vs. XLI

Last updated May 12, 2025

Compare and contrast key facts about Artesian Resources Corporation (ARTNA) and Industrial Select Sector SPDR Fund (XLI).

XLI is a passively managed fund by State Street that tracks the performance of the Industrial Select Sector Index. It was launched on Dec 16, 1998.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ARTNA or XLI.

Correlation

The correlation between ARTNA and XLI is -0.40. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

ARTNA vs. XLI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artesian Resources Corporation (ARTNA) and Industrial Select Sector SPDR Fund (XLI). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

ARTNA:

27.17%

XLI:

14.88%

Max Drawdown

ARTNA:

-2.06%

XLI:

-0.88%

Current Drawdown

ARTNA:

-1.37%

XLI:

0.00%

Returns By Period

ARTNA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

XLI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

ARTNA vs. XLI — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ARTNA
The Risk-Adjusted Performance Rank of ARTNA is 3737
Overall Rank
The Sharpe Ratio Rank of ARTNA is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of ARTNA is 3333
Sortino Ratio Rank
The Omega Ratio Rank of ARTNA is 3333
Omega Ratio Rank
The Calmar Ratio Rank of ARTNA is 4343
Calmar Ratio Rank
The Martin Ratio Rank of ARTNA is 4343
Martin Ratio Rank
XLI
The Risk-Adjusted Performance Rank of XLI is 6464
Overall Rank
The Sharpe Ratio Rank of XLI is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of XLI is 6464
Sortino Ratio Rank
The Omega Ratio Rank of XLI is 6363
Omega Ratio Rank
The Calmar Ratio Rank of XLI is 6969
Calmar Ratio Rank
The Martin Ratio Rank of XLI is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

ARTNA vs. XLI - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) and Industrial Select Sector SPDR Fund (XLI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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Dividends

ARTNA vs. XLI - Dividend Comparison

ARTNA's dividend yield for the trailing twelve months is around 3.46%, more than XLI's 1.42% yield.

TTM20242023202220212020201920182017201620152014
ARTNA
Artesian Resources Corporation		3.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
XLI
Industrial Select Sector SPDR Fund		1.42%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

ARTNA vs. XLI - Drawdown Comparison

The maximum ARTNA drawdown since its inception was -2.06%, which is greater than XLI's maximum drawdown of -0.88%. Use the drawdown chart below to compare losses from any high point for ARTNA and XLI. For additional features, visit the drawdowns tool.

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Volatility

ARTNA vs. XLI - Volatility Comparison

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