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ARTNA: Artesian Resources Corporation (STOCK)
Basic Info 32.96 0.53(1.63%) June 05
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/28/1994 |
| Last Dividend Date: | 05/15/2026 |
| 12-Mo. Yield | 3.69% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/28/1994 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 6.3 | 2.9 | -9.1 | -1.4 | 4.2 | 7.2 | 3.8 | 6.4 | 3.8 | -21.2 | -27.6 | 29.3 | 28.2 | 2.5 | 9.7 | -7.2 | 23.9 | 18.9 | 27.5 | 2.3 | 6.1 | 23.8 | 3.5 | 7.8 | 20.7 | -12.3 | -0.5 | -31.5 | 8.3 | 4.1 | -2.8 | -0.5 | 23.9 | -13.3 | 21.2 | 38.7 | 11.9 | 26.4 | -1.9 | 22.7 |
| Sharpe Ratio | NA | 0.57 | 0.01 | -0.49 | -0.15 | 0.09 | NA | NA | 0.15 | 0.04 | -0.84 | -1.11 | 1.09 | 1.08 | 0.06 | 0.37 | -0.27 | 0.81 | 0.59 | 1.39 | 0.14 | 0.32 | 0.98 | 0.14 | 0.28 | 0.58 | -0.39 | -0.18 | -0.8 | 0.23 | 0.15 | -0.08 | -0.05 | 0.62 | -0.38 | 0.42 | 1.18 | 0.25 | 0.72 | -0.22 | 1.02 |
| Draw Down(%) | NA | 12.3 | 12.3 | 38.3 | 49.4 | 49.4 | NA | NA | 57.5 | 10.6 | 22.2 | 35.6 | 21.6 | 14.5 | 20.2 | 14.3 | 21.9 | 12.9 | 24.0 | 11.1 | 13.7 | 8.5 | 17.0 | 16.0 | 12.6 | 19.1 | 25.7 | 9.1 | 45.2 | 12.7 | 21.6 | 36.8 | 26.0 | 12.1 | 32.7 | 24.3 | 11.6 | 6.8 | 6.5 | 9.1 | 10.7 |
| Standard Deviation(%) | NA | 22.7 | 20.6 | 25.2 | 26.3 | 27.8 | NA | NA | 30.3 | 22.3 | 29.5 | 28.5 | 25.6 | 26.1 | 34.3 | 21.8 | 31.4 | 28.7 | 31.8 | 19.8 | 16.6 | 19.0 | 24.6 | 24.5 | 27.3 | 35.2 | 34.1 | 20.4 | 43.8 | 26.0 | 21.4 | 45.0 | 29.6 | 34.9 | 46.7 | 42.8 | 29.7 | 33.0 | 31.5 | 26.0 | 31.4 |
| Treynor Ratio | NA | 1.72 | 0.05 | -0.89 | -0.14 | 0.06 | NA | NA | 0.17 | -0.1 | -0.53 | -0.58 | 0.8 | 0.51 | 0.04 | 0.14 | -0.17 | 0.24 | 0.31 | 0.67 | 0.05 | 0.09 | 0.35 | 0.06 | 0.1 | 0.71 | -0.55 | -0.27 | 9.89 | 0.79 | 0.69 | -0.37 | 0.5 | -1.98 | -3.64 | -8.04 | 2.46 | 1.92 | -31.12 | -0.32 | -1.19 |
| Alpha | NA | 0.05 | 0.01 | -0.05 | -0.01 | 0.0 | NA | NA | 0.02 | 0.02 | -0.13 | -0.17 | 0.14 | 0.06 | -0.02 | -0.02 | -0.01 | 0.02 | 0.06 | 0.1 | -0.01 | -0.05 | 0.05 | 0.01 | 0.0 | 0.07 | 0.0 | -0.01 | -0.13 | 0.04 | 0.02 | 0.01 | 0.01 | 0.1 | -0.03 | 0.1 | 0.12 | 0.05 | 0.1 | -0.03 | 0.13 |
| Beta | NA | 0.07 | 0.04 | 0.14 | 0.28 | 0.42 | NA | NA | 0.28 | -0.1 | 0.47 | 0.54 | 0.35 | 0.55 | 0.54 | 0.56 | 0.5 | 0.99 | 0.61 | 0.41 | 0.48 | 0.68 | 0.69 | 0.61 | 0.76 | 0.29 | 0.24 | 0.13 | -0.04 | 0.08 | 0.05 | 0.09 | -0.03 | -0.11 | 0.05 | -0.02 | 0.14 | 0.04 | -0.01 | 0.18 | -0.27 |
| RSquared | NA | 0.0 | 0.0 | 0.01 | 0.03 | 0.08 | NA | NA | 0.03 | 0.01 | 0.04 | 0.06 | 0.11 | 0.08 | 0.29 | 0.1 | 0.07 | 0.05 | 0.06 | 0.1 | 0.11 | 0.16 | 0.13 | 0.34 | 0.25 | 0.05 | 0.09 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 |
| Yield(%) | N/A | 2.0 | 3.8 | 2.5 | 2.8 | 3.6 | 5.3 | 4.5 | N/A | 3.9 | 2.9 | 1.9 | 2.4 | 2.8 | 2.7 | 2.9 | 2.6 | 3.0 | 3.4 | 3.9 | 3.8 | 3.6 | 4.1 | 3.9 | 4.1 | 4.5 | 3.7 | 3.5 | 3.1 | 3.2 | 3.0 | 4.0 | 3.8 | 4.1 | 3.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -48.4 | 4.1 | 12.9 | 19.8 | 38.2 | 111.6 | N/A | N/A | 3.9 | 4.1 | 4.1 | 4.3 | 4.0 | 2.2 | 3.0 | 3.0 | 3.0 | 3.1 | 2.9 | 2.9 | 4.0 | 3.9 | 1.3 | 4.3 | 2.1 | 6.3 | 8.2 | 5.5 | 4.8 | 4.2 | 3.2 | 4.5 | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/28/1994
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