AWR vs. XLI
Compare and contrast key facts about American States Water Company (AWR) 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.
Performance
AWR vs. XLI - Performance Comparison
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AWR vs. XLI - 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% |
XLI Industrial Select Sector SPDR Fund | 4.55% | 19.35% | 17.31% | 18.13% | -5.57% | 21.08% | 10.91% | 29.08% | -13.25% | 23.98% |
Returns By Period
In the year-to-date period, AWR achieves a 5.06% return, which is significantly higher than XLI's 4.55% return. Over the past 10 years, AWR has underperformed XLI with an annualized return of 8.71%, while XLI has yielded a comparatively higher 13.21% 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%
XLI
- 1D
- 3.27%
- 1M
- -8.44%
- YTD
- 4.55%
- 6M
- 5.52%
- 1Y
- 25.05%
- 3Y*
- 18.68%
- 5Y*
- 12.06%
- 10Y*
- 13.21%
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Return for Risk
AWR vs. XLI — Risk / Return Rank
AWR
XLI
AWR vs. XLI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American States Water Company (AWR) 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.
| AWR | XLI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.07 | 1.29 | -1.36 |
Sortino ratioReturn per unit of downside risk | 0.05 | 1.86 | -1.82 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.26 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | -0.01 | 2.08 | -2.08 |
Martin ratioReturn relative to average drawdown | -0.01 | 8.19 | -8.20 |
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
| AWR | XLI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.07 | 1.29 | -1.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.70 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.33 | 0.67 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.44 | -0.05 |
Correlation
The correlation between AWR and XLI is 0.37, 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
AWR vs. XLI - Dividend Comparison
AWR's dividend yield for the trailing twelve months is around 2.62%, more than XLI's 1.27% 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% |
XLI Industrial Select Sector SPDR Fund | 1.27% | 1.29% | 1.44% | 1.63% | 1.63% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% |
Drawdowns
AWR vs. XLI - Drawdown Comparison
The maximum AWR drawdown since its inception was -37.39%, smaller than the maximum XLI drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for AWR and XLI.
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Drawdown Indicators
| AWR | XLI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.39% | -62.26% | +24.87% |
Max Drawdown (1Y)Largest decline over 1 year | -12.36% | -12.50% | +0.14% |
Max Drawdown (5Y)Largest decline over 5 years | -32.85% | -21.64% | -11.21% |
Max Drawdown (10Y)Largest decline over 10 years | -32.85% | -42.33% | +9.48% |
Current DrawdownCurrent decline from peak | -19.87% | -9.34% | -10.53% |
Average DrawdownAverage peak-to-trough decline | -10.77% | -9.24% | -1.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.03% | 3.17% | +3.86% |
Volatility
AWR vs. XLI - Volatility Comparison
American States Water Company (AWR) has a higher volatility of 6.99% compared to Industrial Select Sector SPDR Fund (XLI) at 6.44%. This indicates that AWR's price experiences larger fluctuations and is considered to be riskier than XLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AWR | XLI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.99% | 6.44% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 11.65% | +2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.97% | 19.45% | +0.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.39% | 17.24% | +5.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.28% | 19.88% | +6.40% |