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Portfolio of Water Utilities Stocks

The following table includes 11 water utilities. Many water utilities have multiyear histories of increasing their dividends making them candidates for a dividend reinvestment portfolio.


Water Utilities Stocks
Stock
Quote
Dividend & Dividend Yield
1-Year Price Chart
American States Water Company
0.97 (2.16)%
American Water
1.50 (1.89)%
Aqua America
0.77 (2.38)%
Artesian Resources
0.91 (2.52)%
California Water Service Group
0.72 (1.95)%
Connecticut Water Service
1.13 (2.13)%
Consolidated Water Co. Ltd.
0.30 (2.56)%
Global Water Resources
0.27 (3.11)%
Middlesex Water Company
0.84 (2.28)%
SJW Corp.
0.87 (1.77)%
York Water Company
0.64 (1.85)%
Dividend data from Yahoo! Finance as of Apr-22-2017. Click small charts (sparklines) to expand. * Uses 10 years or all years of dividends and prices, whichever is less.


To inspect the performance of the Water Utilities Stocks portfolio, see the returns table and chart below. Portfolio values are computed using weekly closes for stocks from Yahoo! Finance.

The 9 stocks included in the portfolio computations are: AWR, WTR, ARTNA, CWT, CTWS, CWCO, MSEX, SJW and YORW. The current value of the portfolio assumes that $1,111.11 was invested (total of $10,000) in each stock at its closing weekly price for the current date in 2007. AWK and GWRS were excluded from the portfolio computations because of insufficient price data.


Water Utilities Stocks - Return Results
Portfolio:
Water Utilities Stocks
Start date:
Apr-24-2007
Start value:
$10,000
End date:
Apr-24-2017
End value:
$25,025
Number prices
522
Minimum value occurred on Mar-02-2009
$7,239
Maximum value occurred on Apr-17-2017
$25,025
Total gain or loss (Start date to End date)
150.25%
Annualized gain or loss (Start date to End date)
9.57%
Total dollar value on End date of a $10,000 purchase made on Start date
$25,025
Average percent return for all possible buy/sell combinations
44.27%
Number returns
135,981
Number profitable returns (Winners)
119,824
Percent profitable returns
88.12%
Number unprofitable returns (Losers)
16,157
Percent unprofitable returns
11.88%
Winners to losers ratio
7.42
See Stock Return Calculator for return information for individual stocks or ETFs.


Click chart to enlarge it.


Customize your own Portfolio of Water Utilities Stocks using stocks from the above table. See returns for specified combinations of stocks for specified durations.


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