CDUAF vs. AWR
CDUAF (Canadian Utilities Limited) and AWR (American States Water Company) are both stocks. Both are in the Utilities sector — CDUAF in Utilities - Diversified, AWR in Utilities - Regulated Water. Over the past 10 years, CDUAF returned 7.46%/yr vs 8.73%/yr for AWR. At a 0.14 correlation, their price movements are largely independent.
Performance
CDUAF vs. AWR - Performance Comparison
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Returns By Period
In the year-to-date period, CDUAF achieves a 21.00% return, which is significantly higher than AWR's 8.77% return. Over the past 10 years, CDUAF has underperformed AWR with an annualized return of 7.46%, while AWR has yielded a comparatively higher 8.73% annualized return.
CDUAF
- 1D
- -0.18%
- 1M
- 5.13%
- YTD
- 21.00%
- 6M
- 24.57%
- 1Y
- 38.10%
- 3Y*
- 17.71%
- 5Y*
- 10.10%
- 10Y*
- 7.46%
AWR
- 1D
- 1.16%
- 1M
- 3.40%
- YTD
- 8.77%
- 6M
- 6.61%
- 1Y
- 2.26%
- 3Y*
- -1.47%
- 5Y*
- 0.97%
- 10Y*
- 8.73%
CDUAF vs. AWR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDUAF Canadian Utilities Limited | 21.00% | 35.10% | 6.34% | -6.25% | -1.87% | 25.16% | -14.69% | 37.49% | -19.67% | 15.55% |
AWR American States Water Company | 8.77% | -4.32% | -1.18% | -11.43% | -8.92% | 32.25% | -6.75% | 31.19% | 17.91% | 29.76% |
Correlation
The correlation between CDUAF and AWR is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.14 |
The correlation between CDUAF and AWR shifts across timeframes, from 0.14 (all time) to 0.26 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
CDUAF:
$10.05B
AWR:
$3.05B
CDUAF:
CA$0.29
AWR:
$3.44
CDUAF:
177.34
AWR:
22.60
CDUAF:
4.05
AWR:
4.44
CDUAF:
2.81
AWR:
2.87
CDUAF:
CA$3.46B
AWR:
$679.25M
CDUAF:
CA$1.39B
AWR:
$303.17M
CDUAF:
CA$1.76B
AWR:
$233.31M
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Return for Risk
CDUAF vs. AWR — Risk / Return Rank
CDUAF
AWR
CDUAF vs. AWR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Canadian Utilities Limited (CDUAF) and American States Water Company (AWR). 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.
| CDUAF | AWR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.30 | ||
| Sortino ratioReturn per unit of downside risk | +2.99 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.03 | +0.43 |
| Calmar ratioReturn relative to maximum drawdown | 7.16 | 0.15 | +7.01 |
| Martin ratioReturn relative to average drawdown | 17.76 | 0.26 | +17.50 |
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Drawdowns
CDUAF vs. AWR - Drawdown Comparison
The maximum CDUAF drawdown since its inception was -71.22%, which is greater than AWR's maximum drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for CDUAF and AWR.
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Drawdown Indicators
| CDUAF | AWR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.22% | -37.39% | -33.83% |
Max Drawdown (1Y)Largest decline over 1 year | -5.35% | -11.55% | +6.20% |
Max Drawdown (3Y)Largest decline over 3 years | -20.91% | -24.74% | +3.83% |
Max Drawdown (5Y)Largest decline over 5 years | -31.94% | -32.85% | +0.91% |
Max Drawdown (10Y)Largest decline over 10 years | -41.92% | -32.85% | -9.07% |
Current DrawdownCurrent decline from peak | -16.18% | -17.04% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -39.86% | -10.81% | -29.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 6.42% | -4.27% |
Volatility
CDUAF vs. AWR - Volatility Comparison
Canadian Utilities Limited (CDUAF) and American States Water Company (AWR) have volatilities of 6.26% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDUAF | AWR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.26% | 6.18% | +0.08% |
Volatility (6M)Calculated over the trailing 6-month period | 11.73% | 15.35% | -3.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.06% | 20.36% | -4.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.07% | 22.69% | -3.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.58% | 26.17% | -0.59% |
Dividends
CDUAF vs. AWR - Dividend Comparison
CDUAF's dividend yield for the trailing twelve months is around 3.62%, more than AWR's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AWR American States Water Company | 2.59% | 2.68% | 2.30% | 2.06% | 1.65% | 1.35% | 1.61% | 1.34% | 1.58% | 1.72% | 2.01% | 2.08% |
CDUAF Canadian Utilities Limited | 3.62% | 4.21% | 5.47% | 6.05% | 5.03% | 4.85% | 5.32% | 4.24% | 4.49% | 4.82% | 4.82% | 5.11% |
Financials
CDUAF vs. AWR - Financials Comparison
This section allows you to compare key financial metrics between Canadian Utilities Limited and American States 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
CDUAF vs. AWR - Profitability Comparison
CDUAF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a gross profit of 761.00M and revenue of 1.08B. Therefore, the gross margin over that period was 70.2%.
AWR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American States Water Company reported a gross profit of 0.00 and revenue of 169.19M. Therefore, the gross margin over that period was 0.0%.
CDUAF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported an operating income of 393.00M and revenue of 1.08B, resulting in an operating margin of 36.3%.
AWR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American States Water Company reported an operating income of 51.37M and revenue of 169.19M, resulting in an operating margin of 30.4%.
CDUAF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Canadian Utilities Limited reported a net income of 224.00M and revenue of 1.08B, resulting in a net margin of 20.7%.
AWR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American States Water Company reported a net income of 29.95M and revenue of 169.19M, resulting in a net margin of 17.7%.
Frequently Asked Questions
CDUAF and AWR have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CDUAF has higher volatility (6.26%) compared to AWR (6.18%). In terms of maximum drawdown, CDUAF dropped -71.22% vs AWR's -37.39%.
CDUAF currently has the higher Sharpe Ratio (2.39 vs 0.08), 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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