SVT vs. MSEX

Last updated Jun 4, 2026

SVT (Servotronics, Inc.) and MSEX (Middlesex Water Company) are both stocks. SVT operates in Electrical Equipment & Parts (Industrials), while MSEX operates in Utilities - Regulated Water (Utilities). At a 0.04 correlation, their price movements are largely independent.

Performance

SVT vs. MSEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Servotronics, Inc. (SVT) and Middlesex Water Company (MSEX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SVT

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

MSEX

• 1D: -1.48%
• 1M: 1.99%
• YTD: 4.39%
• 6M: 2.92%
• 1Y: -7.07%
• 3Y*: -12.26%
• 5Y*: -7.73%
• 10Y*: 5.09%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SVT vs. MSEX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
SVT Servotronics, Inc.	0.00%	323.37%	-11.30%	18.37%	-16.72%	49.35%	-15.61%	2.79%	-9.03%	14.10%
MSEX Middlesex Water Company	4.39%	-1.65%	-18.00%	-15.19%	-33.75%	68.50%	15.78%	21.12%	36.54%	-4.92%

Correlation

The correlation between SVT and MSEX is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.03
Correlation (5Y) Calculated over the trailing 5-year period	0.05
Correlation (10Y) Calculated over the trailing 10-year period	0.07
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990	0.04

Fundamentals

Total Revenue (TTM) SVT : $46.17M MSEX : $199.11M
Gross Profit (TTM) SVT : $8.89M MSEX : $66.33M
EBITDA (TTM) SVT : $10.37M MSEX : $86.27M

Return for Risk

SVT vs. MSEX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MSEX

MSEX Risk / Return Rank: 29
MSEX Sharpe Ratio Rank: 31
MSEX Sortino Ratio Rank: 27
MSEX Omega Ratio Rank: 27
MSEX Calmar Ratio Rank: 29
MSEX Martin Ratio Rank: 30

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SVT vs. MSEX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Servotronics, Inc. (SVT) and Middlesex Water Company (MSEX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SVT	MSEX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.24	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	-0.25	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.16	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.32	—

Drawdowns

Drawdown Indicators

	SVT	MSEX	Difference
Max Drawdown Largest peak-to-trough decline	—	-60.51%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-21.04%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-44.52%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-60.51%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-60.51%	—
Current Drawdown Current decline from peak	—	-52.70%	—
Average Drawdown Average peak-to-trough decline	—	-12.84%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	11.99%	—

Volatility

Volatility by Period

	SVT	MSEX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.79%	—
Volatility (6M) Calculated over the trailing 6-month period	—	17.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	30.20%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	31.16%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	32.35%	—

Dividends

SVT vs. MSEX - Dividend Comparison

SVT has not paid dividends to shareholders, while MSEX's dividend yield for the trailing twelve months is around 2.73%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MSEX Middlesex Water Company	2.73%	2.74%	2.50%	1.92%	1.50%	1.16%	1.44%	1.54%	1.71%	2.15%	1.88%	2.92%
SVT Servotronics, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	1.59%	1.61%	2.70%	1.49%	1.80%

Financials

Frequently Asked Questions

Can I hold both SVT and MSEX in my portfolio?

SVT and MSEX have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.