ARTNA vs SPY

Comparison between Artesian Resources Corp - Class A (ARTNA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ARTNA, delivering a return of +13.2% compared to -1.8%

ARTNA vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ARTNA(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$341M	$784B
Expense Ratio	N/A	0.09%
Max Drawdown	52.10%	56.47%
Sharpe Ratio	-0.12	1.50
5Y Beta	0.02	1.00
Industry	Utilities - Regulated Water	N/A
P/E Ratio	13.84	28.29
Forward P/E	17.86	21.76
PEG Ratio	1.01	N/A
Dividend Yield	3.76%	N/A
5Y Dividends CAGR	8.79%	5.43%
5Y EPS CAGR	7.74%	25.98%
Debt to Equity	72.57%	30.79%
Free Cash Flow Yield	-6.91%	N/A
P/S Ratio	2.96	3.79
P/B Ratio	1.35	5.67

Market Cap / Net Assets

ARTNA

$341M

Winner

SPY

$784B

Expense Ratio

ARTNA

N/A

SPY

0.09%

Max Drawdown

Winner

ARTNA

52.10%

SPY

56.47%

Sharpe Ratio

ARTNA

-0.12

Winner

SPY

1.50

5Y Beta

Winner

ARTNA

0.02

SPY

1.00

Industry

ARTNA

Utilities - Regulated Water

SPY

N/A

P/E Ratio

Winner

ARTNA

13.84

SPY

28.29

Forward P/E

Winner

ARTNA

17.86

SPY

21.76

PEG Ratio

ARTNA

1.01

SPY

N/A

Dividend Yield

ARTNA

3.76%

SPY

N/A

5Y Dividends CAGR

Winner

ARTNA

8.79%

SPY

5.43%

5Y EPS CAGR

ARTNA

7.74%

Winner

SPY

25.98%

Debt to Equity

ARTNA

72.57%

Winner

SPY

30.79%

Free Cash Flow Yield

ARTNA

-6.91%

SPY

N/A

P/S Ratio

Winner

ARTNA

2.96

SPY

3.79

P/B Ratio

Winner

ARTNA

1.35

SPY

5.67

ARTNA vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	ARTNA	SPY
1 month	+2.50%	-0.21%
3 months	+2.37%	+9.39%
6 months	+4.52%	+7.66%
1 year	-1.54%	+24.09%
5 years(CAGR)	-1.79%	+13.24%
10 years(CAGR)	+3.83%	+15.25%
Max(CAGR)	+7.90%	+8.47%

Winner

ARTNA

+2.50%

SPY

-0.21%

ARTNA

+2.37%

Winner

SPY

+9.39%

ARTNA

+4.52%

Winner

SPY

+7.66%

ARTNA

-1.54%

Winner

SPY

+24.09%

5Y(CAGR)

ARTNA

-1.79%

Winner

SPY

+13.24%

10Y(CAGR)

ARTNA

+3.83%

Winner

SPY

+15.25%

Max(CAGR)

ARTNA

+7.90%

Winner

SPY

+8.47%

ARTNA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ARTNA	SPY
2026	+5.89%	+8.29%
2025	+4.80%	+18.00%
2024	-19.95%	+25.59%
2023	-28.12%	+26.72%
2022	+30.07%	-18.64%
2021	+29.20%	+30.52%
2020	+3.69%	+17.28%
2019	+10.80%	+31.09%
2018	-4.07%	-5.24%
2017	+28.15%	+20.78%
2016	+24.81%	+13.59%
2015	+28.08%	+1.31%
2014	+4.63%	+14.56%
2013	+5.33%	+29.00%
2012	+21.39%	+14.17%
2011	-0.04%	+0.85%
2010	+6.56%	+13.14%
2009	+18.42%	+22.67%
2008	-12.74%	-36.25%
2007	+3.63%	+5.32%
2006	+3.13%	+13.85%
2005	+11.10%	+5.32%
2004	+4.45%	+10.75%
2003	+44.89%	+24.18%
2002	+0.98%	-22.42%
2001	+20.67%	-10.13%
2000	-8.26%	-8.84%
1999	+31.29%	+8.61%

ARTNA vs SPY Drawdown Comparison

The maximum drawdown for ARTNA was -49.40%, occurring on Jan 22, 2025. This drawdown has not yet recovered.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ARTNA drawdown is -41.09%. The current SPY drawdown is -2.87%.

Rank	ARTNA	SPY
#1	-49.40% Jan 24, 2023 - Jan 22, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-35.07% Mar 31, 2006 - May 3, 2010	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-33.20% Dec 30, 1999 - Oct 25, 2001	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-26.06% May 20, 2002 - May 2, 2003	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-23.99% Jul 5, 2016 - Mar 2, 2017	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-23.26% Nov 29, 2017 - Nov 10, 2020	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-21.63% Aug 18, 2022 - Dec 30, 2022	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-21.58% Jan 20, 2004 - Nov 10, 2004	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-17.88% Feb 2, 2016 - Jun 14, 2016	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-16.98% Oct 4, 2012 - Jul 12, 2013	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-16.03% Mar 9, 2011 - Feb 2, 2012	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-14.51% Mar 15, 2021 - Nov 5, 2021	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-13.67% Nov 29, 2013 - Dec 29, 2014	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-12.94% Jun 16, 2017 - Oct 11, 2017	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-12.70% May 17, 2005 - Mar 29, 2006	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between ARTNA and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (1999 - 2026)

ARTNA vs SPY dividend yield comparison.

Year	ARTNA	SPY
2026	1.94%	0.24%
2025	3.89%	1.07%
2024	3.74%	1.21%
2023	2.74%	1.40%
2022	1.86%	1.65%
2021	2.26%	1.20%
2020	2.71%	1.52%
2019	2.64%	1.75%
2018	2.74%	2.04%
2017	2.40%	1.80%
2016	2.82%	2.03%
2015	3.15%	2.06%
2014	3.75%	1.87%
2013	3.59%	1.81%
2012	3.53%	2.18%
2011	4.05%	2.05%
2010	3.97%	1.80%
2009	3.95%	1.95%
2008	4.45%	3.02%
2007	3.51%	1.85%
2006	3.12%	1.73%
2005	2.94%	1.73%
2004	2.95%	1.82%
2003	2.86%	1.47%
2002	3.91%	1.70%
2001	3.59%	1.25%
2000	4.20%	1.15%
1999	0.86%	0.24%

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ARTNA vs SPY

ARTNA vs SPY - Performance Comparison

Key Characteristics

ARTNA vs SPY - Historical Returns

ARTNA vs SPY - Annual Returns (1999 - 2026)

ARTNA vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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