CWT vs. UVV
CWT (California Water Service Group) and UVV (Universal Corporation) are both stocks. CWT operates in Utilities - Regulated Water (Utilities), while UVV operates in Tobacco (Consumer Defensive). Over the past 10 years, CWT returned 6.11%/yr vs 3.97%/yr for UVV. At a 0.26 correlation, their price movements are largely independent.
Performance
CWT vs. UVV - Performance Comparison
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Returns By Period
In the year-to-date period, CWT achieves a 16.49% return, which is significantly higher than UVV's 0.93% return. Over the past 10 years, CWT has outperformed UVV with an annualized return of 6.11%, while UVV has yielded a comparatively lower 3.97% annualized return.
CWT
- 1D
- 1.22%
- 1M
- 9.61%
- 6M
- 15.74%
- YTD
- 16.49%
- 1Y
- 11.40%
- 3Y*
- 2.28%
- 5Y*
- -0.91%
- 10Y*
- 6.11%
UVV
- 1D
- 0.31%
- 1M
- -3.08%
- 6M
- -2.29%
- YTD
- 0.93%
- 1Y
- -6.12%
- 3Y*
- 7.13%
- 5Y*
- 4.76%
- 10Y*
- 3.97%
CWT vs. UVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWT California Water Service Group | 16.49% | -1.81% | -10.64% | -12.83% | -14.13% | 35.05% | 6.68% | 9.85% | 7.06% | 36.39% |
UVV Universal Corporation | 0.93% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
Correlation
The correlation between CWT and UVV is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Mar 26, 1990 | 0.26 |
Fundamentals
CWT:
$2.98B
UVV:
$1.29B
CWT:
$1.99
UVV:
$1.94
CWT:
24.96
UVV:
26.55
CWT:
2.94
UVV:
0.39
CWT:
$1.01B
UVV:
$2.21B
CWT:
$366.63M
UVV:
$412.39M
CWT:
$329.51M
UVV:
$212.91M
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Return for Risk
CWT vs. UVV — Risk / Return Rank
CWT
UVV
CWT vs. UVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for California Water Service Group (CWT) and Universal Corporation (UVV). 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.
| CWT | UVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.69 | ||
| Sortino ratioReturn per unit of downside risk | +0.93 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.97 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.72 | -0.47 | +1.19 |
| Martin ratioReturn relative to average drawdown | 1.36 | -0.86 | +2.22 |
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Drawdowns
CWT vs. UVV - Drawdown Comparison
The maximum CWT drawdown since its inception was -38.21%, smaller than the maximum UVV drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for CWT and UVV.
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Drawdown Indicators
| CWT | UVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.21% | -69.75% | +31.54% |
Max Drawdown (1Y)Largest decline over 1 year | -14.59% | -13.48% | -1.11% |
Max Drawdown (3Y)Largest decline over 3 years | -24.13% | -29.70% | +5.57% |
Max Drawdown (5Y)Largest decline over 5 years | -38.21% | -29.70% | -8.51% |
Max Drawdown (10Y)Largest decline over 10 years | -38.21% | -45.68% | +7.47% |
Current DrawdownCurrent decline from peak | -23.50% | -16.14% | -7.36% |
Average DrawdownAverage peak-to-trough decline | -11.73% | -18.58% | +6.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.72% | 7.37% | +0.35% |
Volatility
CWT vs. UVV - Volatility Comparison
California Water Service Group (CWT) and Universal Corporation (UVV) have volatilities of 6.02% and 5.95%, 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
| CWT | UVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.02% | 5.95% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 19.12% | 19.06% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.38% | 23.85% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.29% | 24.59% | -0.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.69% | 28.94% | -1.25% |
Dividends
CWT vs. UVV - Dividend Comparison
CWT's dividend yield for the trailing twelve months is around 2.55%, less than UVV's 6.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWT California Water Service Group | 2.55% | 2.86% | 2.47% | 2.01% | 1.65% | 1.28% | 1.57% | 1.53% | 1.57% | 1.59% | 2.04% | 2.88% |
UVV Universal Corporation | 6.35% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
CWT vs. UVV - Financials Comparison
This section allows you to compare key financial metrics between California Water Service Group and Universal Corporation. 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
CWT and UVV have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CWT has higher volatility (6.02%) compared to UVV (5.95%). In terms of maximum drawdown, CWT dropped -38.21% vs UVV's -69.75%.
CWT currently has the higher Sharpe Ratio (0.43 vs -0.26), 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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