Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AWK (American Water Works Company, Inc.) | -3.29% | -8.77% | -2.87% | -2.57% | 7.06% | 12.61% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AWK (American Water Works Company, Inc.) | 04/23/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | -8.77 | -2.87 | -2.57 | 7.06 | 12.61 | NA | … | … | -3.29 | 7.40 | -3.53 | -11.67 | -17.89 | 24.84 | 26.86 | 37.78 | 1.31 | 27.74 | 23.59 | 14.85 | 29.42 | 16.12 | 20.60 | 30.04 | 17.25 | 11.94 | 3.37 |
| Sharpe Ratio | NA | -0.63 | -0.27 | -0.22 | 0.23 | NA | NA | … | … | -0.56 | 0.19 | -0.36 | -0.72 | -0.72 | 1.19 | 0.62 | 2.46 | 0.00 | 2.10 | 1.17 | 0.86 | 2.05 | 1.05 | 1.45 | 1.31 | 0.86 | 0.45 | 0.09 |
| Standard Deviation(%) | NA | 21.19 | 22.24 | 22.84 | 23.68 | NA | NA | … | … | 22.50 | 24.34 | 19.95 | 21.54 | 27.06 | 20.86 | 42.74 | 14.77 | 18.89 | 12.98 | 19.94 | 17.33 | 14.37 | 15.33 | 14.25 | 22.94 | 20.02 | 26.03 | 44.42 |
| Draw Down(%) | NA | 15.36 | 22.32 | 37.09 | 37.09 | NA | NA | … | … | 11.79 | 16.13 | 16.92 | 27.44 | 32.44 | 19.92 | 31.16 | 10.52 | 16.43 | 7.50 | 16.45 | 14.21 | 6.15 | 9.43 | 7.07 | 15.89 | 12.58 | 22.30 | 25.88 |
| Yield(%) | 0.00 | 2.41 | 2.15 | 1.85 | 3.16 | 6.88 | 7.82 | … | … | 1.32 | 2.62 | 2.25 | 1.80 | 1.39 | 1.57 | 1.79 | 2.20 | 2.00 | 2.24 | 2.43 | 2.47 | 2.91 | 2.21 | 3.84 | 3.52 | 3.80 | 3.88 | 1.94 |
Data as of 06/05/2026, Common starting date is 04/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWK (American Water Works Company, Inc.) |
-11.22%
Dec 2021 – Dec 2024 |
-2.46%
May 2021 – May 2026 |
7.20%
May 2016 – May 2026 |
12.22%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AWK (American Water Works Company, Inc.) |
30.19%
Jun 2013 – Jun 2016 |
27.44%
Jul 2011 – Jul 2016 |
24.14%
Jul 2010 – Jul 2020 |
17.33%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison Chart