AVA vs. ARLP
Compare and contrast key facts about Avista Corporation (AVA) and Alliance Resource Partners, L.P. (ARLP).
Performance
AVA vs. ARLP - Performance Comparison
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AVA vs. ARLP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AVA Avista Corporation | 5.37% | 10.68% | 7.84% | -15.31% | 8.79% | 10.27% | -13.10% | 17.28% | -15.07% | 32.87% |
ARLP Alliance Resource Partners, L.P. | 22.01% | -2.45% | 39.91% | 18.83% | 73.34% | 195.75% | -56.80% | -28.90% | -1.90% | -4.04% |
Fundamentals
AVA:
$0.00
ARLP:
$2.42
AVA:
1.61
ARLP:
1.62
AVA:
$1.34B
ARLP:
$2.19B
AVA:
-$4.70B
ARLP:
$468.42M
AVA:
$269.00M
ARLP:
$675.19M
Returns By Period
In the year-to-date period, AVA achieves a 5.37% return, which is significantly lower than ARLP's 22.01% return. Over the past 10 years, AVA has underperformed ARLP with an annualized return of 3.85%, while ARLP has yielded a comparatively higher 20.24% annualized return.
AVA
- 1D
- -0.79%
- 1M
- -1.18%
- YTD
- 5.37%
- 6M
- 8.70%
- 1Y
- 0.73%
- 3Y*
- 3.22%
- 5Y*
- 1.35%
- 10Y*
- 3.85%
ARLP
- 1D
- -1.78%
- 1M
- 4.38%
- YTD
- 22.01%
- 6M
- 14.85%
- 1Y
- 11.83%
- 3Y*
- 24.53%
- 5Y*
- 50.53%
- 10Y*
- 20.24%
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Return for Risk
AVA vs. ARLP — Risk / Return Rank
AVA
ARLP
AVA vs. ARLP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Avista Corporation (AVA) and Alliance Resource Partners, L.P. (ARLP). 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.
| AVA | ARLP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.04 | 0.51 | -0.46 |
Sortino ratioReturn per unit of downside risk | 0.17 | 0.87 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.11 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.82 | -0.62 |
Martin ratioReturn relative to average drawdown | 0.37 | 1.75 | -1.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AVA | ARLP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.04 | 0.51 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 1.47 | -1.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.40 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.38 | -0.08 |
Correlation
The correlation between AVA and ARLP is 0.16, 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
AVA vs. ARLP - Dividend Comparison
AVA's dividend yield for the trailing twelve months is around 4.89%, less than ARLP's 9.04% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVA Avista Corporation | 4.89% | 5.09% | 5.19% | 5.15% | 3.97% | 3.98% | 4.04% | 3.22% | 3.51% | 2.78% | 3.43% | 3.73% |
ARLP Alliance Resource Partners, L.P. | 9.04% | 11.19% | 10.65% | 13.22% | 7.38% | 3.16% | 8.93% | 19.82% | 11.94% | 9.54% | 8.85% | 19.74% |
Drawdowns
AVA vs. ARLP - Drawdown Comparison
The maximum AVA drawdown since its inception was -78.86%, smaller than the maximum ARLP drawdown of -90.52%. Use the drawdown chart below to compare losses from any high point for AVA and ARLP.
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Drawdown Indicators
| AVA | ARLP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.86% | -90.52% | +11.66% |
Max Drawdown (1Y)Largest decline over 1 year | -14.01% | -17.63% | +3.62% |
Max Drawdown (5Y)Largest decline over 5 years | -28.74% | -29.13% | +0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -37.17% | -85.26% | +48.09% |
Current DrawdownCurrent decline from peak | -5.74% | -4.62% | -1.12% |
Average DrawdownAverage peak-to-trough decline | -21.92% | -24.43% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.78% | 8.25% | -0.47% |
Volatility
AVA vs. ARLP - Volatility Comparison
The current volatility for Avista Corporation (AVA) is 4.80%, while Alliance Resource Partners, L.P. (ARLP) has a volatility of 7.15%. This indicates that AVA experiences smaller price fluctuations and is considered to be less risky than ARLP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AVA | ARLP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.80% | 7.15% | -2.35% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 16.05% | -3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 23.61% | -5.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.39% | 34.67% | -13.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.44% | 50.47% | -25.03% |
Financials
AVA vs. ARLP - Financials Comparison
This section allows you to compare key financial metrics between Avista Corporation and Alliance Resource Partners, L.P.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities