TY-P vs HTO

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

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

TY-P vs HTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

Winner

TY-P

$2.48B

HTO

$2.48B

Max Drawdown

Winner

TY-P

29.79%

HTO

56.47%

Sharpe Ratio

TY-P

-0.17

Winner

HTO

0.63

5Y Beta

Winner

TY-P

-0.03

HTO

-0.01

Industry

TY-P

Other

HTO

Utilities - Regulated Water

P/E Ratio

TY-P

N/A

HTO

20.67

Forward P/E

TY-P

N/A

HTO

21.41

PEG Ratio

Winner

TY-P

0.00

HTO

2.61

Dividend Yield

Winner

TY-P

3.41%

HTO

2.87%

5Y Dividends CAGR

TY-P

0.00%

Winner

HTO

10.15%

5Y EPS CAGR

TY-P

N/A

HTO

5.81%

Debt to Equity

TY-P

N/A

HTO

102.18%

Free Cash Flow Yield

TY-P

N/A

HTO

9.91%

P/S Ratio

TY-P

N/A

HTO

3.04

P/B Ratio

TY-P

N/A

HTO

1.35

TY-P vs HTO - Historical Returns

Returns include dividend reinvestment.

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

TY-P

-1.39%

Winner

HTO

+3.82%

TY-P

-2.88%

Winner

HTO

+6.27%

TY-P

-1.39%

Winner

HTO

+23.07%

TY-P

+1.30%

Winner

HTO

+18.96%

5Y(CAGR)

TY-P

-0.63%

Winner

HTO

+0.87%

10Y(CAGR)

TY-P

+2.87%

Winner

HTO

+7.36%

Max(CAGR)

TY-P

+3.69%

Winner

HTO

+7.00%

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

Returns include dividend reinvestment.

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

TY-P vs HTO Drawdown Comparison

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

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

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

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

Correlation

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

0.78

-101

Dividend Comparison (1999 - 2026)

TY-P vs HTO dividend yield comparison.

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