SJW vs. AWR

In the year-to-date period, SJW achieves a -13.31% return, which is significantly lower than AWR's 6.87% return. Over the past 10 years, SJW has underperformed AWR with an annualized return of 8.48%, while AWR has yielded a comparatively higher 11.35% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for SJW Group (SJW) 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.

The current SJW Sharpe Ratio is -0.54, which is lower than the AWR Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of SJW and AWR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SJW's dividend yield for the trailing twelve months is around 2.90%, more than AWR's 2.13% yield.

The maximum SJW drawdown since its inception was -63.01%, which is greater than AWR's maximum drawdown of -37.39%. Use the drawdown chart below to compare losses from any high point for SJW and AWR. For additional features, visit the drawdowns tool.

SJW Group (SJW) has a higher volatility of 7.38% compared to American States Water Company (AWR) at 5.90%. This indicates that SJW's price experiences larger fluctuations and is considered to be riskier than AWR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between SJW Group 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.