HTO vs TY-P

Comparison between H2O America (HTO, Company) and Tri-Continental Corp (TY-P, Company).

5-Year PerformanceHTO has outperformed TY-P, delivering a return of +0.9% compared to -0.6%

HTO vs TY-P - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTO(COMPANY)	TY-P(COMPANY)
Market Cap	$2.48B	$2.48B
Max Drawdown	56.47%	29.79%
Sharpe Ratio	0.63	-0.17
5Y Beta	-0.01	-0.03
Industry	Utilities - Regulated Water	Other
P/E Ratio	20.67	N/A
Forward P/E	21.41	N/A
PEG Ratio	2.61	0.00
Dividend Yield	2.87%	3.41%
5Y Dividends CAGR	10.15%	0.00%
5Y EPS CAGR	5.81%	N/A
Debt to Equity	102.18%	N/A
Free Cash Flow Yield	9.91%	N/A
P/S Ratio	3.04	N/A
P/B Ratio	1.35	N/A

Market Cap

HTO

$2.48B

Winner

TY-P

$2.48B

Max Drawdown

HTO

56.47%

Winner

TY-P

29.79%

Sharpe Ratio

Winner

HTO

0.63

TY-P

-0.17

5Y Beta

HTO

-0.01

Winner

TY-P

-0.03

Industry

HTO

Utilities - Regulated Water

TY-P

Other

P/E Ratio

HTO

20.67

TY-P

N/A

Forward P/E

HTO

21.41

TY-P

N/A

PEG Ratio

HTO

2.61

Winner

TY-P

0.00

Dividend Yield

HTO

2.87%

Winner

TY-P

3.41%

5Y Dividends CAGR

Winner

HTO

10.15%

TY-P

0.00%

5Y EPS CAGR

HTO

5.81%

TY-P

N/A

Debt to Equity

HTO

102.18%

TY-P

N/A

Free Cash Flow Yield

HTO

9.91%

TY-P

N/A

P/S Ratio

HTO

3.04

TY-P

N/A

P/B Ratio

HTO

1.35

TY-P

N/A

HTO vs TY-P - Historical Returns

Returns include dividend reinvestment.

Period	HTO	TY-P
1 month	+3.82%	-1.39%
3 months	+6.27%	-2.88%
6 months	+23.07%	-1.39%
1 year	+18.96%	+1.30%
5 years(CAGR)	+0.87%	-0.63%
10 years(CAGR)	+7.36%	+2.87%
Max(CAGR)	+7.00%	+3.69%

Winner

HTO

+3.82%

TY-P

-1.39%

Winner

HTO

+6.27%

TY-P

-2.88%

Winner

HTO

+23.07%

TY-P

-1.39%

Winner

HTO

+18.96%

TY-P

+1.30%

5Y(CAGR)

Winner

HTO

+0.87%

TY-P

-0.63%

10Y(CAGR)

Winner

HTO

+7.36%

TY-P

+2.87%

Max(CAGR)

Winner

HTO

+7.00%

TY-P

+3.69%

HTO vs TY-P - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HTO	TY-P
2026	+23.44%	-0.97%
2025	+4.04%	+1.16%
2024	-22.90%	+1.89%
2023	-18.84%	+3.79%
2022	+14.09%	-17.04%
2021	+9.33%	+5.88%
2020	+1.58%	+8.50%
2019	+32.28%	+6.95%
2018	-10.70%	+6.94%
2017	+17.96%	+9.13%
2016	+94.53%	-0.16%
2015	-5.35%	+4.38%
2014	+13.71%	+1.95%
2013	+12.28%	N/A
2012	+14.01%	N/A
2011	-7.80%	N/A
2010	+17.04%	N/A
2009	-21.01%	N/A
2008	-9.23%	N/A
2007	-11.78%	N/A
2006	+73.98%	N/A
2005	+33.08%	N/A
2004	+27.40%	N/A
2003	+17.62%	N/A
2002	-9.26%	N/A
2001	-14.06%	N/A
2000	-12.40%	N/A
1999	+1.57%	N/A

HTO vs TY-P Drawdown Comparison

The maximum drawdown for HTO was -54.53%, occurring on Mar 9, 2009. Recovery took 1969 trading sessions.

The maximum drawdown for TY-P was -23.31%, occurring on Nov 3, 2022. This drawdown has not yet recovered.

The current HTO drawdown is -20.97%. The current TY-P drawdown is -9.46%.

Rank	HTO	TY-P
#1	-54.53% Mar 29, 2007 - Jan 23, 2015	-23.31% Dec 30, 2021 - Nov 3, 2022
#2	-42.84% Dec 27, 2022 - Jan 10, 2025	-9.94% Jul 27, 2016 - Jul 19, 2017
#3	-40.26% Aug 7, 2000 - Feb 19, 2004	-7.54% Apr 6, 2015 - Feb 8, 2016
#4	-33.50% Jan 24, 2020 - Nov 5, 2021	-6.55% Sep 19, 2017 - Jun 7, 2018
#5	-23.74% Nov 30, 2017 - Jun 19, 2018	-4.97% Jan 5, 2021 - Jun 17, 2021
#6	-22.07% Jun 22, 2018 - Aug 16, 2019	-4.52% Jan 26, 2015 - Feb 18, 2015
#7	-21.77% Dec 31, 2021 - Nov 10, 2022	-4.50% Mar 2, 2020 - Apr 2, 2020
#8	-20.62% Jan 26, 2015 - Feb 19, 2016	-4.15% Jan 2, 2019 - May 21, 2019
#9	-20.02% Jul 28, 2005 - Aug 14, 2006	-3.96% Dec 1, 2014 - Jan 21, 2015
#10	-19.52% Mar 1, 2004 - Nov 22, 2004	-3.93% Apr 2, 2020 - May 22, 2020
#11	-18.59% Dec 9, 2016 - Aug 9, 2017	-3.44% Nov 2, 2021 - Dec 30, 2021
#12	-18.29% Jan 9, 2007 - Mar 29, 2007	-3.24% Aug 12, 2020 - Nov 30, 2020
#13	-16.99% Nov 29, 2004 - Mar 4, 2005	-2.91% Sep 18, 2018 - Nov 8, 2018
#14	-13.15% Apr 19, 2016 - Jun 10, 2016	-2.72% Mar 29, 2016 - Jun 2, 2016
#15	-11.49% Mar 4, 2005 - Apr 28, 2005	-2.71% Mar 6, 2015 - Apr 2, 2015

Correlation

Correlation between HTO and TY-P is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (1999 - 2026)

HTO vs TY-P dividend yield comparison.

Year	HTO	TY-P
2026	1.47%	2.95%
2025	3.43%	5.70%
2024	3.25%	5.59%
2023	2.33%	5.43%
2022	1.77%	5.43%
2021	1.86%	4.32%
2020	1.85%	4.38%
2019	1.69%	4.56%
2018	2.01%	3.57%
2017	1.63%	4.96%
2016	1.45%	5.16%
2015	2.63%	0.00%
2014	2.33%	0.00%
2013	2.45%	0.00%
2012	2.67%	0.00%
2011	2.92%	0.00%
2010	2.57%	0.00%
2009	2.92%	0.00%
2008	2.15%	0.00%
2007	1.75%	0.00%
2006	1.45%	0.00%
2005	2.95%	0.00%
2004	3.52%	0.00%
2003	3.26%	0.00%
2002	3.54%	0.00%
2001	3.78%	0.00%
2000	2.43%	0.00%
1999	0.50%	0.00%