ARTNA vs. YORW

Last updated Jun 4, 2026

ARTNA (Artesian Resources Corporation) and YORW (The York Water Company) are both stocks. Both operate in the Utilities - Regulated Water industry within the Utilities sector. Over the past 10 years, ARTNA returned 3.93%/yr vs 2.42%/yr for YORW. At a 0.35 correlation, their price movements are largely independent.

Performance

ARTNA vs. YORW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Artesian Resources Corporation (ARTNA) and The York Water Company (YORW). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, ARTNA achieves a 3.42% return, which is significantly higher than YORW's -7.15% return. Over the past 10 years, ARTNA has outperformed YORW with an annualized return of 3.93%, while YORW has yielded a comparatively lower 2.42% annualized return.

ARTNA

• 1D: -1.63%
• 1M: 3.49%
• YTD: 3.42%
• 6M: 4.81%
• 1Y: -2.93%
• 3Y*: -10.77%
• 5Y*: -1.92%
• 10Y*: 3.93%

YORW

• 1D: -1.90%
• 1M: 0.75%
• YTD: -7.15%
• 6M: -8.22%
• 1Y: -6.77%
• 3Y*: -9.80%
• 5Y*: -8.38%
• 10Y*: 2.42%

*Multi-year figures are annualized to reflect compound growth (CAGR)

ARTNA vs. YORW - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARTNA Artesian Resources Corporation	3.42%	3.83%	-21.20%	-27.63%	29.29%	28.22%	2.47%	9.66%	-7.19%	23.91%
YORW The York Water Company	-7.15%	0.08%	-13.23%	-12.40%	-7.93%	8.61%	2.67%	46.40%	-3.34%	-9.61%

Correlation

The correlation between ARTNA and YORW is 0.69, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.69
Correlation (3Y) Calculated over the trailing 3-year period	0.70
Correlation (5Y) Calculated over the trailing 5-year period	0.65
Correlation (10Y) Calculated over the trailing 10-year period	0.61
Correlation (All Time) Calculated using the full available price history since May 4, 1999	0.35

Over the past year, ARTNA and YORW have become more correlated (0.69) than their long-term average of 0.35, meaning their price movements have been converging.

Fundamentals

EPS ARTNA : $2.26 YORW : $1.97
PE Ratio ARTNA : 14.18 YORW : 14.94
PEG Ratio ARTNA : 2.34 YORW : 6.17
Total Revenue (TTM) ARTNA : $114.83M YORW : -$18.46M
Gross Profit (TTM) ARTNA : $46.30M YORW : -$40.05M
EBITDA (TTM) ARTNA : $51.58M YORW : $31.13M

Return for Risk

ARTNA vs. YORW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ARTNA

ARTNA Risk / Return Rank: 31
ARTNA Sharpe Ratio Rank: 35
ARTNA Sortino Ratio Rank: 29
ARTNA Omega Ratio Rank: 28
ARTNA Calmar Ratio Rank: 33
ARTNA Martin Ratio Rank: 31

YORW

YORW Risk / Return Rank: 23
YORW Sharpe Ratio Rank: 26
YORW Sortino Ratio Rank: 23
YORW Omega Ratio Rank: 23
YORW Calmar Ratio Rank: 24
YORW Martin Ratio Rank: 18

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ARTNA vs. YORW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Artesian Resources Corporation (ARTNA) and The York Water Company (YORW). 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.

	ARTNA	YORW	Difference
Sharpe ratio Return per unit of total volatility	-0.14	-0.34	+0.19
Sortino ratio Return per unit of downside risk	-0.06	-0.34	+0.28
Omega ratio Gain probability vs. loss probability	0.99	0.96	+0.03
Calmar ratio Return relative to maximum drawdown	-0.24	-0.49	+0.25
Martin ratio Return relative to average drawdown	-0.54	-1.08	+0.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ARTNA vs. YORW - Sharpe Ratio Comparison

The current ARTNA Sharpe Ratio is -0.14, which is higher than the YORW Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of ARTNA and YORW, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	ARTNA	YORW	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.14	-0.34	+0.19
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.07	-0.37	+0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.14	0.08	+0.06
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.30	+0.02

Drawdowns

ARTNA vs. YORW - Drawdown Comparison

The maximum ARTNA drawdown since its inception was -49.39%, which is greater than YORW's maximum drawdown of -46.68%. Use the drawdown chart below to compare losses from any high point for ARTNA and YORW.

Drawdown Indicators

	ARTNA	YORW	Difference
Max Drawdown Largest peak-to-trough decline	-49.39%	-46.68%	-2.71%
Max Drawdown (1Y) Largest decline over 1 year	-12.26%	-13.93%	+1.67%
Max Drawdown (3Y) Largest decline over 3 years	-38.34%	-30.95%	-7.39%
Max Drawdown (5Y) Largest decline over 5 years	-49.39%	-39.62%	-9.77%
Max Drawdown (10Y) Largest decline over 10 years	-49.39%	-39.62%	-9.77%
Current Drawdown Current decline from peak	-42.10%	-38.87%	-3.23%
Average Drawdown Average peak-to-trough decline	-11.35%	-13.05%	+1.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.45%	6.28%	-0.83%

Volatility

ARTNA vs. YORW - Volatility Comparison

Artesian Resources Corporation (ARTNA) has a higher volatility of 4.63% compared to The York Water Company (YORW) at 3.80%. This indicates that ARTNA's price experiences larger fluctuations and is considered to be riskier than YORW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ARTNA	YORW	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.63%	3.80%	+0.83%
Volatility (6M) Calculated over the trailing 6-month period	15.40%	13.71%	+1.69%
Volatility (1Y) Calculated over the trailing 1-year period	20.55%	20.27%	+0.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.23%	23.04%	+3.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	27.79%	29.27%	-1.48%

Dividends

ARTNA vs. YORW - Dividend Comparison

ARTNA's dividend yield for the trailing twelve months is around 3.91%, more than YORW's 3.05% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ARTNA Artesian Resources Corporation	3.91%	3.89%	3.74%	2.74%	1.86%	2.26%	2.71%	2.64%	2.74%	2.40%	2.82%	3.15%
YORW The York Water Company	3.05%	2.78%	2.60%	2.12%	1.75%	1.52%	1.56%	1.52%	2.10%	1.91%	1.64%	2.42%

Financials

Frequently Asked Questions

Can I hold both ARTNA and YORW in my portfolio?

ARTNA and YORW have a correlation of 0.69, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, ARTNA or YORW?

ARTNA has higher volatility (4.63%) compared to YORW (3.80%). In terms of maximum drawdown, ARTNA dropped -49.39% vs YORW's -46.68%.

Which has better risk-adjusted returns?

ARTNA currently has the higher Sharpe Ratio (-0.14 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.