AWR vs. CWT
Compare and contrast key facts about American States Water Company (AWR) and California Water Service Group (CWT).
Performance
AWR vs. CWT - Performance Comparison
Loading graphics...
AWR vs. CWT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 5.06% | -4.32% | -1.18% | -11.43% | -8.92% | 32.25% | -6.75% | 31.19% | 17.91% | 29.76% |
CWT California Water Service Group | 5.43% | -1.81% | -10.64% | -12.83% | -14.13% | 35.05% | 6.68% | 9.85% | 7.06% | 36.39% |
Fundamentals
AWR:
$2.92B
CWT:
$2.71B
AWR:
$3.37
CWT:
$2.15
AWR:
22.42
CWT:
21.09
AWR:
2.11
CWT:
0.51
AWR:
4.44
CWT:
2.70
AWR:
2.80
CWT:
1.60
AWR:
$658.07M
CWT:
$1.00B
AWR:
$0.00
CWT:
$436.14M
AWR:
$170.81M
CWT:
$329.61M
Returns By Period
In the year-to-date period, AWR achieves a 5.06% return, which is significantly lower than CWT's 5.43% return. Over the past 10 years, AWR has outperformed CWT with an annualized return of 8.71%, while CWT has yielded a comparatively lower 7.48% annualized return.
AWR
- 1D
- -1.43%
- 1M
- 1.46%
- YTD
- 5.06%
- 6M
- 4.56%
- 1Y
- -1.33%
- 3Y*
- -3.02%
- 5Y*
- 2.03%
- 10Y*
- 8.71%
CWT
- 1D
- -1.54%
- 1M
- 0.58%
- YTD
- 5.43%
- 6M
- 0.20%
- 1Y
- -3.91%
- 3Y*
- -5.76%
- 5Y*
- -2.19%
- 10Y*
- 7.48%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AWR vs. CWT — Risk / Return Rank
AWR
CWT
AWR vs. CWT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American States Water Company (AWR) and California Water Service Group (CWT). 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.
| AWR | CWT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | -0.17 | +0.10 |
Sortino ratioReturn per unit of downside risk | 0.05 | -0.08 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.01 | 0.99 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | -0.22 | +0.21 |
Martin ratioReturn relative to average drawdown | -0.01 | -0.37 | +0.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AWR | CWT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | -0.17 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | -0.09 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.27 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.31 | +0.09 |
Correlation
The correlation between AWR and CWT is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
AWR vs. CWT - Dividend Comparison
AWR's dividend yield for the trailing twelve months is around 2.62%, less than CWT's 2.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 2.62% | 2.68% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% |
CWT California Water Service Group | 2.72% | 2.86% | 2.47% | 2.01% | 1.65% | 1.28% | 1.57% | 1.53% | 1.57% | 1.59% | 2.04% | 2.88% |
Drawdowns
AWR vs. CWT - Drawdown Comparison
The maximum AWR drawdown since its inception was -37.39%, roughly equal to the maximum CWT drawdown of -38.21%. Use the drawdown chart below to compare losses from any high point for AWR and CWT.
Loading graphics...
Drawdown Indicators
| AWR | CWT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.39% | -38.21% | +0.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -16.03% | +3.67% |
Max Drawdown (5Y)Largest decline over 5 years | -32.85% | -38.21% | +5.36% |
Max Drawdown (10Y)Largest decline over 10 years | -32.85% | -38.21% | +5.36% |
Current DrawdownCurrent decline from peak | -19.87% | -30.76% | +10.89% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -11.59% | +0.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.03% | 9.56% | -2.53% |
Volatility
AWR vs. CWT - Volatility Comparison
The current volatility for American States Water Company (AWR) is 6.99%, while California Water Service Group (CWT) has a volatility of 8.43%. This indicates that AWR experiences smaller price fluctuations and is considered to be less risky than CWT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AWR | CWT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 8.43% | -1.44% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 17.84% | -3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.97% | 23.04% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 23.85% | -1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.28% | 27.56% | -1.28% |
Financials
AWR vs. CWT - Financials Comparison
This section allows you to compare key financial metrics between American States Water Company and California Water Service Group. 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