Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTNA (Artesian Resources Corporation) | 4.61% | -0.08% | -9.62% | -1.69% | 3.93% | 7.14% | 3.69% | … | … |
Data as of 06/04/2026, Common starting date is 04/28/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTNA (Artesian Resources Corporation) | 04/28/1994 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.46 | -0.08 | -9.62 | -1.69 | 3.93 | 7.14 | 3.69 | … | … | 4.61 | 3.83 | -21.20 | -27.63 | 29.29 | 28.22 | 2.47 | 9.66 | -7.19 | 23.91 | 18.92 | 27.53 | 2.34 | 6.12 | 23.80 | 3.47 | 7.82 | 20.69 | -12.34 | -0.51 | -31.47 | 8.32 | 4.11 | -2.78 | -0.46 | 23.86 | -13.35 | 21.15 | 38.67 | 11.94 | 26.42 | -1.85 | 22.73 |
| Sharpe Ratio | NA | -0.16 | -0.51 | -0.16 | 0.09 | NA | NA | … | … | 0.43 | 0.04 | -0.84 | -1.11 | 1.09 | 1.08 | 0.06 | 0.37 | -0.27 | 0.81 | 0.59 | 1.39 | 0.14 | 0.32 | 0.98 | 0.14 | 0.28 | 0.58 | -0.39 | -0.18 | -0.80 | 0.23 | 0.15 | -0.08 | -0.05 | 0.62 | -0.38 | 0.42 | 1.18 | 0.25 | 0.72 | -0.22 | 1.02 |
| Standard Deviation(%) | NA | 20.60 | 25.24 | 26.32 | 27.77 | NA | NA | … | … | 22.84 | 22.26 | 29.53 | 28.50 | 25.59 | 26.06 | 34.31 | 21.83 | 31.44 | 28.67 | 31.79 | 19.76 | 16.62 | 19.03 | 24.56 | 24.45 | 27.34 | 35.23 | 34.12 | 20.44 | 43.78 | 25.97 | 21.39 | 45.03 | 29.57 | 34.93 | 46.72 | 42.76 | 29.71 | 32.95 | 31.55 | 26.00 | 31.37 |
| Draw Down(%) | NA | 12.26 | 38.34 | 49.39 | 49.39 | NA | NA | … | … | 12.26 | 10.58 | 22.21 | 35.61 | 21.63 | 14.50 | 20.17 | 14.35 | 21.87 | 12.94 | 23.99 | 11.10 | 13.69 | 8.52 | 16.99 | 16.05 | 12.58 | 19.07 | 25.68 | 9.11 | 45.20 | 12.70 | 21.59 | 36.80 | 26.04 | 12.14 | 32.67 | 24.32 | 11.58 | 6.85 | 6.45 | 9.09 | 10.71 |
| Yield(%) | 0.00 | 3.72 | 2.48 | 2.83 | 3.64 | 5.34 | 4.47 | … | … | 2.02 | 3.92 | 2.90 | 1.93 | 2.37 | 2.84 | 2.73 | 2.85 | 2.56 | 3.00 | 3.41 | 3.88 | 3.78 | 3.65 | 4.12 | 3.88 | 4.06 | 4.45 | 3.72 | 3.52 | 3.12 | 3.18 | 3.00 | 4.01 | 3.80 | 4.15 | 3.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/28/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTNA (Artesian Resources Corporation) |
-22.29%
Mar 2006 – Mar 2009 |
-10.03%
Mar 2004 – Mar 2009 |
-3.11%
Mar 1999 – Mar 2009 |
1.59%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTNA (Artesian Resources Corporation) |
29.47%
Nov 2014 – Nov 2017 |
19.33%
Nov 2012 – Nov 2017 |
14.70%
Feb 2009 – Feb 2019 |
11.72%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison Chart