Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YORW (The York Water Company) | -6.39% | -5.07% | -9.35% | -8.23% | 2.51% | 6.37% | 2.99% | … | … |
Data as of 06/04/2026, Common starting date is 05/03/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YORW (The York Water Company) | 05/03/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | -5.07 | -9.35 | -8.23 | 2.51 | 6.37 | 2.99 | … | … | -6.39 | 0.08 | -13.23 | -12.42 | -7.97 | 8.63 | 2.71 | 46.37 | -3.34 | -9.61 | 56.24 | 10.26 | 13.96 | 22.50 | 2.66 | 5.28 | 23.17 | 24.34 | -19.16 | -10.84 | -29.09 | 36.99 | 9.99 | 32.39 | 0.27 | 60.38 | 30.36 | -6.85 |
| Sharpe Ratio | NA | -0.40 | -0.56 | -0.45 | 0.04 | NA | NA | … | … | -0.78 | -0.12 | -0.80 | -0.75 | -0.37 | 0.31 | 0.04 | 2.24 | -0.18 | -0.34 | 1.80 | 0.39 | 0.66 | 0.98 | 0.17 | 0.18 | 0.80 | 0.64 | -0.56 | -0.72 | -0.66 | 1.12 | 0.46 | 0.96 | -0.02 | 1.70 | 0.71 | -0.37 |
| Standard Deviation(%) | NA | 20.18 | 21.67 | 23.10 | 29.14 | NA | NA | … | … | 19.60 | 22.99 | 21.04 | 21.54 | 25.17 | 27.66 | 54.92 | 20.06 | 26.05 | 29.95 | 31.10 | 26.55 | 21.10 | 22.90 | 14.99 | 29.95 | 28.76 | 38.01 | 35.67 | 19.37 | 49.59 | 30.97 | 19.45 | 33.10 | 46.53 | 34.82 | 36.64 | 36.39 |
| Draw Down(%) | NA | 13.93 | 30.95 | 39.62 | 39.62 | NA | NA | … | … | 13.93 | 16.38 | 19.82 | 23.31 | 23.61 | 19.12 | 27.93 | 10.59 | 16.63 | 18.40 | 19.44 | 20.18 | 10.21 | 12.47 | 9.05 | 10.58 | 12.59 | 23.29 | 32.73 | 14.28 | 40.62 | 19.23 | 19.49 | 20.30 | 34.29 | 13.73 | 15.89 | 14.29 |
| Yield(%) | 0.00 | 2.79 | 2.01 | 1.63 | 2.67 | 4.19 | 3.55 | … | … | 0.72 | 2.73 | 2.22 | 1.81 | 1.60 | 1.65 | 1.62 | 2.21 | 2.02 | 1.69 | 2.54 | 2.68 | 2.81 | 3.09 | 3.01 | 3.03 | 3.46 | 4.14 | 3.10 | 2.66 | 2.68 | 3.18 | 3.28 | 3.74 | 3.37 | 5.39 | 14.35 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/03/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YORW (The York Water Company) |
-22.57%
Jan 2006 – Jan 2009 |
-8.91%
Apr 2021 – Apr 2026 |
0.96%
Sep 2005 – Sep 2015 |
5.75%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YORW (The York Water Company) |
46.12%
Apr 2000 – Apr 2003 |
32.69%
Jul 2000 – Jul 2005 |
16.48%
Jan 2010 – Jan 2020 |
12.68%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison Chart