AWR vs. YORW
AWR (American States Water Company) 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, AWR returned 8.43%/yr vs 1.63%/yr for YORW. At a 0.37 correlation, their price movements are largely independent.
Performance
AWR vs. YORW - Performance Comparison
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Returns By Period
In the year-to-date period, AWR achieves a 8.62% return, which is significantly higher than YORW's -6.70% return. Over the past 10 years, AWR has outperformed YORW with an annualized return of 8.43%, while YORW has yielded a comparatively lower 1.63% annualized return.
AWR
- 1D
- 0.71%
- 1M
- 1.33%
- YTD
- 8.62%
- 6M
- 6.85%
- 1Y
- 2.61%
- 3Y*
- -0.47%
- 5Y*
- 1.66%
- 10Y*
- 8.43%
YORW
- 1D
- -0.10%
- 1M
- -1.24%
- YTD
- -6.70%
- 6M
- -8.93%
- 1Y
- -4.34%
- 3Y*
- -8.81%
- 5Y*
- -6.67%
- 10Y*
- 1.63%
AWR vs. YORW - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 8.62% | -4.32% | -1.18% | -11.43% | -8.92% | 32.25% | -6.75% | 31.19% | 17.91% | 29.76% |
YORW The York Water Company | -6.70% | 0.08% | -13.23% | -12.40% | -7.93% | 8.61% | 2.67% | 46.40% | -3.34% | -9.61% |
Correlation
The correlation between AWR and YORW is 0.77, 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 | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.75 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.70 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.65 |
Correlation (All Time) Calculated using the full available price history since May 3, 1999 | 0.37 |
Over the past year, AWR and YORW have become more correlated (0.77) than their long-term average of 0.37, meaning their price movements have been converging.
Fundamentals
AWR:
$3.44
YORW:
$1.97
AWR:
22.57
YORW:
15.01
AWR:
2.13
YORW:
6.19
AWR:
$679.25M
YORW:
-$18.46M
AWR:
$303.17M
YORW:
-$40.05M
AWR:
$233.31M
YORW:
$31.13M
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Return for Risk
AWR vs. YORW — Risk / Return Rank
AWR
YORW
AWR vs. YORW - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American States Water Company (AWR) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AWR | YORW | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.34 | ||
| Sortino ratioReturn per unit of downside risk | +0.49 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.98 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 0.23 | -0.31 | +0.54 |
| Martin ratioReturn relative to average drawdown | 0.41 | -0.64 | +1.05 |
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Drawdowns
AWR vs. YORW - Drawdown Comparison
The maximum AWR drawdown since its inception was -37.39%, smaller than the maximum YORW drawdown of -46.68%. Use the drawdown chart below to compare losses from any high point for AWR and YORW.
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Drawdown Indicators
| AWR | YORW | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.39% | -46.68% | +9.29% |
Max Drawdown (1Y)Largest decline over 1 year | -11.55% | -13.93% | +2.38% |
Max Drawdown (3Y)Largest decline over 3 years | -24.74% | -27.44% | +2.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.85% | -39.62% | +6.77% |
Max Drawdown (10Y)Largest decline over 10 years | -32.85% | -39.62% | +6.77% |
Current DrawdownCurrent decline from peak | -17.16% | -38.58% | +21.42% |
Average DrawdownAverage peak-to-trough decline | -10.81% | -13.09% | +2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.44% | 6.76% | -0.32% |
Volatility
AWR vs. YORW - Volatility Comparison
American States Water Company (AWR) has a higher volatility of 5.81% compared to The York Water Company (YORW) at 5.39%. This indicates that AWR'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
| AWR | YORW | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 5.39% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 15.35% | 13.96% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.40% | 20.58% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.65% | 22.81% | -0.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.18% | 29.25% | -3.07% |
Dividends
AWR vs. YORW - Dividend Comparison
AWR's dividend yield for the trailing twelve months is around 2.60%, less than YORW's 3.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 2.60% | 2.68% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% |
YORW The York Water Company | 3.03% | 2.78% | 2.60% | 2.12% | 1.75% | 1.52% | 1.56% | 1.52% | 2.10% | 1.91% | 1.64% | 2.42% |
Financials
AWR vs. YORW - Financials Comparison
This section allows you to compare key financial metrics between American States Water Company 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AWR and YORW have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AWR has higher volatility (5.81%) compared to YORW (5.39%). In terms of maximum drawdown, AWR dropped -37.39% vs YORW's -46.68%.
AWR currently has the higher Sharpe Ratio (0.13 vs -0.21), 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.
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