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 +13.9% compared to +1.5%
AWR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
AWR vs SPY - Historical Returns
Returns include dividend reinvestment.
AWR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AWR | SPY |
|---|---|---|
| 2026 | +7.76% | +10.15% |
| 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 -18.13%. The current SPY drawdown is -0.02%.
| Rank | AWR | SPY |
|---|---|---|
| #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.
Dividend Comparison (1999 - 2026)
AWR vs SPY dividend yield comparison.
| Year | AWR | SPY |
|---|---|---|
| 2026 | 1.31% | 0.24% |
| 2025 | 2.68% | 1.07% |
| 2024 | 2.30% | 1.21% |
| 2023 | 2.06% | 1.40% |
| 2022 | 1.65% | 1.65% |
| 2021 | 1.35% | 1.20% |
| 2020 | 1.61% | 1.52% |
| 2019 | 1.34% | 1.75% |
| 2018 | 1.58% | 2.04% |
| 2017 | 1.72% | 1.80% |
| 2016 | 2.01% | 2.03% |
| 2015 | 2.08% | 2.06% |
| 2014 | 2.21% | 1.87% |
| 2013 | 2.65% | 1.81% |
| 2012 | 2.65% | 2.18% |
| 2011 | 3.15% | 2.05% |
| 2010 | 3.02% | 1.80% |
| 2009 | 2.85% | 1.95% |
| 2008 | 3.03% | 3.02% |
| 2007 | 2.53% | 1.85% |
| 2006 | 2.36% | 1.73% |
| 2005 | 2.92% | 1.73% |
| 2004 | 3.42% | 1.82% |
| 2003 | 3.54% | 1.47% |
| 2002 | 3.76% | 1.70% |
| 2001 | 3.72% | 1.25% |
| 2000 | 3.48% | 1.15% |
| 1999 | 0.89% | 0.24% |
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