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ARTNA vs. YORW
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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ARTNA vs. YORW - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ARTNA
Artesian Resources Corporation
3.19%3.83%-21.20%-27.63%29.29%28.22%2.47%9.66%-7.19%23.91%
YORW
The York Water Company
-2.06%0.08%-13.23%-12.40%-7.93%8.61%2.67%46.40%-3.34%-9.61%

Fundamentals

EPS

ARTNA:

$2.21

YORW:

$2.09

PE Ratio

ARTNA:

14.60

YORW:

14.83

PEG Ratio

ARTNA:

2.41

YORW:

6.12

Total Revenue (TTM)

ARTNA:

$112.94M

YORW:

$0.00

Gross Profit (TTM)

ARTNA:

$48.78M

YORW:

-$20.81M

EBITDA (TTM)

ARTNA:

$52.60M

YORW:

$33.48M

Returns By Period

In the year-to-date period, ARTNA achieves a 3.19% return, which is significantly higher than YORW's -2.06% return. Over the past 10 years, ARTNA has outperformed YORW with an annualized return of 4.48%, while YORW has yielded a comparatively lower 2.21% annualized return.


ARTNA

1D
1.44%
1M
-4.35%
YTD
3.19%
6M
3.64%
1Y
1.64%
3Y*
-13.66%
5Y*
-1.23%
10Y*
4.48%

YORW

1D
1.71%
1M
-6.41%
YTD
-2.06%
6M
4.87%
1Y
-8.46%
3Y*
-9.29%
5Y*
-6.71%
10Y*
2.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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: 4141
Overall Rank
ARTNA Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
ARTNA Sortino Ratio Rank: 3535
Sortino Ratio Rank
ARTNA Omega Ratio Rank: 3434
Omega Ratio Rank
ARTNA Calmar Ratio Rank: 4646
Calmar Ratio Rank
ARTNA Martin Ratio Rank: 4646
Martin Ratio Rank

YORW
YORW Risk / Return Rank: 2323
Overall Rank
YORW Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
YORW Sortino Ratio Rank: 2020
Sortino Ratio Rank
YORW Omega Ratio Rank: 2121
Omega Ratio Rank
YORW Calmar Ratio Rank: 2424
Calmar Ratio Rank
YORW Martin Ratio Rank: 2828
Martin Ratio Rank
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.


ARTNAYORWDifference

Sharpe ratio

Return per unit of total volatility

0.07

-0.39

+0.46

Sortino ratio

Return per unit of downside risk

0.26

-0.41

+0.67

Omega ratio

Gain probability vs. loss probability

1.03

0.95

+0.08

Calmar ratio

Return relative to maximum drawdown

0.23

-0.50

+0.72

Martin ratio

Return relative to average drawdown

0.48

-0.75

+1.22

ARTNA vs. YORW - Sharpe Ratio Comparison

The current ARTNA Sharpe Ratio is 0.07, which is higher than the YORW Sharpe Ratio of -0.39. The chart below compares the historical Sharpe Ratios of ARTNA and YORW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ARTNAYORWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.07

-0.39

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.05

-0.29

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

0.07

+0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.31

+0.01

Correlation

The correlation between ARTNA and YORW is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ARTNA vs. YORW - Dividend Comparison

ARTNA's dividend yield for the trailing twelve months is around 3.84%, more than YORW's 2.89% yield.


TTM20252024202320222021202020192018201720162015
ARTNA
Artesian Resources Corporation
3.84%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
2.89%2.78%2.60%2.12%1.75%1.52%1.56%1.52%2.10%1.91%1.64%2.42%

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.


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Drawdown Indicators


ARTNAYORWDifference

Max Drawdown

Largest peak-to-trough decline

-49.39%

-46.68%

-2.71%

Max Drawdown (1Y)

Largest decline over 1 year

-12.26%

-16.38%

+4.12%

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

-42.23%

-35.52%

-6.71%

Average Drawdown

Average peak-to-trough decline

-11.17%

-12.89%

+1.72%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.80%

10.92%

-5.12%

Volatility

ARTNA vs. YORW - Volatility Comparison

Artesian Resources Corporation (ARTNA) has a higher volatility of 8.69% compared to The York Water Company (YORW) at 6.57%. 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.


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Volatility by Period


ARTNAYORWDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.69%

6.57%

+2.12%

Volatility (6M)

Calculated over the trailing 6-month period

16.24%

15.01%

+1.23%

Volatility (1Y)

Calculated over the trailing 1-year period

22.37%

21.83%

+0.54%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.37%

23.21%

+3.16%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.08%

29.65%

-1.57%

Financials

ARTNA vs. YORW - Financials Comparison

This section allows you to compare key financial metrics between Artesian Resources Corporation and The York Water Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


-60.00M-40.00M-20.00M0.0020.00M40.00MAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
28.02M
-58.02M
(ARTNA) Total Revenue
(YORW) Total Revenue
Values in USD except per share items