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AWR vs SPY

Comparison between American States Water Company (AWR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AWR, delivering a return of +13.0% compared to +2.9%

AWR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
AWR
$3.32B
Winner
SPY
$781B
Expense Ratio
AWR
N/A
SPY
0.09%
Max Drawdown
Winner
AWR
39.05%
SPY
56.47%
Sharpe Ratio
AWR
0.85
Winner
SPY
1.24
5Y Beta
Winner
AWR
-0.04
SPY
1.00
Industry
AWR
Utilities - Regulated Water
SPY
N/A
P/E Ratio
Winner
AWR
24.61
SPY
29.13
Forward P/E
AWR
22.32
Winner
SPY
21.47
PEG Ratio
AWR
4.06
SPY
N/A
Dividend Yield
AWR
2.34%
SPY
N/A
5Y Dividends CAGR
Winner
AWR
13.12%
SPY
6.00%
5Y EPS CAGR
AWR
6.72%
Winner
SPY
25.27%
Debt to Equity
AWR
73.58%
Winner
SPY
31.47%
Free Cash Flow Yield
AWR
1.15%
SPY
N/A
P/S Ratio
AWR
4.91
Winner
SPY
3.87
P/B Ratio
Winner
AWR
3.13
SPY
5.70

AWR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AWR
+16.09%
SPY
+0.57%
3M
Winner
AWR
+18.35%
SPY
+4.93%
6M
Winner
AWR
+19.08%
SPY
+8.04%
1Y
Winner
AWR
+21.43%
SPY
+19.66%
5Y(CAGR)
AWR
+2.93%
Winner
SPY
+13.01%
10Y(CAGR)
AWR
+9.63%
Winner
SPY
+14.98%
Max(CAGR)
Winner
AWR
+10.85%
SPY
+8.47%

AWR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAWRSPY
2026+25.20%+9.38%
2025-2.93%+18.00%
2024-1.24%+25.59%
2023-13.87%+26.72%
2022-8.38%-18.64%
2021+34.49%+30.52%
2020-5.88%+17.28%
2019+34.19%+31.09%
2018+21.07%-5.24%
2017+31.53%+20.78%
2016+14.98%+13.59%
2015+12.45%+1.31%
2014+38.36%+14.56%
2013+19.92%+29.00%
2012+41.64%+14.17%
2011+2.81%+0.85%
2010-1.99%+13.14%
2009+6.65%+22.67%
2008-8.40%-36.25%
2007+0.06%+5.32%
2006+24.54%+13.85%
2005+22.72%+5.32%
2004+7.70%+10.75%
2003+10.54%+24.18%
2002+1.56%-22.42%
2001+4.37%-10.13%
2000+7.14%-8.84%
1999+4.13%+8.61%

AWR vs SPY Drawdown Comparison

The maximum drawdown for AWR was -37.38%, occurring on Oct 27, 2008. Recovery took 1175 trading sessions.

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

The current AWR drawdown is -4.88%. The current SPY drawdown is -1.89%.

RankAWRSPY
#1-37.38%
Oct 31, 2007 - Jun 29, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-33.96%
Dec 10, 1999 - Aug 14, 2001		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.89%
Dec 31, 2021 - Apr 16, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.77%
Oct 31, 2019 - Aug 31, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.18%
Jun 21, 2002 - Jun 16, 2003		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.83%
Jun 17, 2003 - Feb 18, 2005		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-22.75%
Aug 7, 2013 - Mar 18, 2014		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.13%
May 10, 2006 - Oct 26, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-19.39%
Feb 24, 2016 - Apr 26, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-18.14%
Oct 30, 2006 - Aug 8, 2007		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.32%
Jan 24, 2018 - Jul 5, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.69%
May 3, 2002 - Jun 19, 2002		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-14.43%
Jul 28, 2005 - Sep 29, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.36%
Sep 29, 2005 - Jan 27, 2006		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.64%
Aug 30, 2001 - Dec 7, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AWR and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

AWR vs SPY dividend yield comparison.

YearAWRSPY
20261.13%0.50%
20252.68%1.07%
20242.30%1.21%
20232.06%1.40%
20221.65%1.65%
20211.35%1.20%
20201.61%1.52%
20191.34%1.75%
20181.58%2.04%
20171.72%1.80%
20162.01%2.03%
20152.08%2.06%
20142.21%1.87%
20132.65%1.81%
20122.65%2.18%
20113.15%2.05%
20103.02%1.80%
20092.85%1.95%
20083.03%3.02%
20072.53%1.85%
20062.36%1.73%
20052.92%1.73%
20043.42%1.82%
20033.54%1.47%
20023.76%1.70%
20013.72%1.25%
20003.48%1.15%
19990.89%0.24%

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