Artesian Resources Corporation (ARTNA) Stock Total Returns

Growth of $10,000 chart

2021-06-03 to 2026-06-03
to
$
%
%
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Investment Performance

Final Value
$8,788
Total Return
-12.12%
CAGR
-2.55%
Dividends
$1,488.59
Yield on Cost
14.89%

Rolling Returns

1-Month (21 Trading Days)
Average+0.07%
Median+0.06%
Best+20.31%
Worst-16.73%
% of Windows Positive50.2%
1-Year (252 Trading Days)
Average-2.07%
Median-6.13%
Best+57.29%
Worst-41.53%
% of Windows Positive36.8%
3-Year (756 Trading Days)
Average-23.80%
Median-28.12%
Best+16.12%
Worst-42.41%
% of Windows Positive11.0%

Risk Metrics

Maximum Drawdown -49.95%
Average Drawdown -26.14%
Drawdown Duration 842 Trading Days (Unrecovered)
Sortino Ratio 0.05
Calmar Ratio -0.05
CVaR (5%) -3.69%

Yearly Returns

Year Percentage Abs. Return Dividends Taxes Trans. Costs
2026 partial +3.01% (+7.29% ann.) +$301.02 $201.32 $40.26 $0.32
2025 +3.04% +$304.42 $393.19 $78.64 $0.63
2024 -21.73% $2173.18 $288.12 $57.62 $0.46
2023 -27.95% $2794.65 $195.13 $39.03 $0.31
2022 +28.69% +$2868.58 $237.34 $47.47 $0.38
2021 +27.53% +$2753.27 $284.57 $56.91 $0.45
2020 +1.91% +$191.40 $272.90 $54.58 $0.44
2019 +9.03% +$903.14 $284.49 $56.90 $0.45
2018 -7.66% $766.18 $249.65 $49.93 $0.40
2017 +23.29% +$2328.55 $292.67 $58.53 $0.47
2016 +18.18% +$1817.50 $327.94 $65.59 $0.52
2015 +26.52% +$2651.71 $391.18 $78.24 $0.63
2014 +1.55% +$155.21 $373.87 $74.77 $0.60
2013 +5.36% +$535.57 $371.44 $74.29 $0.59
2012 +22.83% +$2283.04 $425.76 $85.15 $0.68
2011 +2.65% +$265.15 $406.96 $81.39 $0.65
2010 +6.95% +$695.30 $415.97 $83.19 $0.67
2009 +19.54% +$1953.82 $460.23 $92.05 $0.74
2008 -13.14% $1314.10 $377.87 $75.57 $0.60
2007 -1.21% $120.92 $341.19 $68.24 $0.55
2006 +2.14% +$214.11 $313.67 $62.74 $0.50
2005 +7.68% +$768.41 $312.84 $62.57 $0.50
2004 +3.47% +$346.99 $301.42 $60.28 $0.48
2003 +44.83% +$4483.31 $408.33 $81.66 $0.65
2002 -1.21% $121.50 $379.10 $75.82 $0.61
2001 +22.81% +$2280.87 $431.62 $86.32 $0.69
2000 -14.15% $1414.79 $352.22 $70.44 $0.56
1999 +25.45% +$2545.36 $413.04 $82.61 $0.66
1998 +44.17% +$4417.43 $525.23 $105.05 $0.84
1997 +16.56% +$1655.83 $557.76 $111.55 $0.89
1996 +31.50% +$3149.64 $557.56 $111.51 $0.89
1995 +1.87% +$186.87 $473.34 $94.68 $0.76
1994 partial +26.39% (+41.58% ann.) +$2638.77 $413.41 $82.68 $0.66

Market Regimes

about
Regime Period Percentage Annual Abs. Return Dividends Taxes Trans. Costs
Dot-com bubble / TMT mania August 9, 1995 – March 10, 2000 +113.97% +18.04% +$11396.83 $3415.54 $683.11 $5.48
Dot-com bust / post-bubble disinflation scare March 13, 2000 – October 9, 2002 +36.92% +12.99% +$3691.92 $1278.29 $255.66 $2.04
China-WTO / housing-credit / commodity boom October 10, 2002 – October 9, 2007 +71.96% +11.46% +$7195.84 $2440.58 $488.11 $3.91
GFC / deleveraging / dollar shortage October 10, 2007 – March 9, 2009 -28.09% -20.81% $2808.63 $562.76 $112.55 $0.90
Policy-led rebound / euro-sovereign-crisis overlay March 10, 2009 – July 25, 2012 +79.22% +18.87% +$7921.50 $1934.94 $386.99 $3.10
Secular stagnation / QE / low inflation / duration bull July 26, 2012 – February 19, 2020 +113.27% +10.53% +$11327.08 $3622.24 $724.45 $5.79
Pandemic shock / liquidity crash February 20, 2020 – March 23, 2020 -16.36% -86.98% $1635.88 $0.00 $0.00 $0.00
Policy bazooka / monetary euphoria March 24, 2020 – November 6, 2020 +6.67% +10.94% +$666.50 $223.94 $44.79 $0.36
Reopening reflation / fiscal boom / supply bottlenecks November 9, 2020 – November 29, 2021 +20.34% +19.20% +$2033.83 $284.42 $56.88 $0.45
Inflation shock / duration crash / aggressive tightening November 30, 2021 – November 9, 2022 +22.33% +23.86% +$2233.18 $191.26 $38.25 $0.31
Disinflation rebound / AI-led narrow bull / higher-for-longer November 10, 2022 – September 17, 2024 -26.29% -15.17% $2629.15 $434.91 $86.98 $0.70
Disinflationary easing / resilient growth / AI capex under oil-shock test partial September 18, 2024 – June 3, 2026 -10.37% -6.22% $1036.87 $587.01 $117.40 $0.94

Dividend History

Annual Dividends Per Share
TTM Yield
Consecutive Years Paid
current
Consecutive Years of Growth
current

Date Per Share Yield %
1994-05-05 $0.0667 1.36%
1994-08-04 $0.0667 1.22%
1994-11-03 $0.0667 1.20%
1995-02-02 $0.0667 1.13%
1995-05-04 $0.0667 1.13%
1995-08-08 $0.0667 1.13%
1995-11-08 $0.0800 1.29%
1996-02-08 $0.0933 1.53%
1996-05-10 $0.1022 1.61%
1996-08-07 $0.0258 0.36%
1996-11-06 $0.1022 1.39%
1997-02-10 $0.1022 1.29%
1997-05-12 $0.1022 1.28%
1997-08-08 $0.1022 1.26%
1997-11-07 $0.1022 1.26%
1998-02-10 $0.1022 1.16%
1998-05-07 $0.1022 1.19%
1998-08-10 $0.1133 1.30%
1998-11-09 $0.1133 1.17%
1999-02-08 $0.1156 0.95%
1999-05-05 $0.1156 1.17%
1999-08-05 $0.1200 1.13%
1999-11-04 $0.1200 1.06%
2000-02-07 $0.1200 0.95%
2000-05-08 $0.1222 1.20%
2000-08-07 $0.1222 1.20%
2000-11-06 $0.1222 1.20%
2001-02-08 $0.1222 1.09%
2001-05-10 $0.1222 1.17%
2001-08-08 $0.1244 1.08%
2001-11-07 $0.1244 0.93%
2002-02-08 $0.1289 0.92%
2002-05-10 $0.1289 0.88%
2002-08-08 $0.1289 1.01%
2002-11-06 $0.1289 1.00%
2003-02-06 $0.1324 0.96%
2003-05-08 $0.1324 0.89%
2003-08-07 $0.1320 0.79%
2003-11-06 $0.1353 0.77%
2004-02-05 $0.1353 0.71%
2004-05-06 $0.1387 0.77%
2004-08-05 $0.1387 0.86%
2004-11-08 $0.1420 0.75%
2005-02-10 $0.1420 0.75%
2005-05-12 $0.1453 0.70%
2005-08-11 $0.1453 0.67%
2005-11-08 $0.1487 0.73%
2006-02-09 $0.1487 0.75%
2006-05-08 $0.1527 0.73%
2006-08-08 $0.1520 0.78%
2006-11-08 $0.1600 0.86%
2007-02-07 $0.1600 0.82%
2007-05-08 $0.1660 0.82%
2007-08-08 $0.1660 0.86%
2007-11-06 $0.1720 0.91%
2008-02-06 $0.1720 0.93%
2008-05-08 $0.1780 0.96%
2008-08-07 $0.1780 1.03%
2008-11-07 $0.1780 1.24%
2009-02-04 $0.1780 1.16%
2009-05-07 $0.1780 1.25%
2009-08-05 $0.1780 1.03%
2009-11-06 $0.1870 1.16%
2010-02-03 $0.1870 1.07%
2010-05-05 $0.1880 0.99%
2010-08-04 $0.1880 1.02%
2010-11-04 $0.1890 0.99%
2011-02-04 $0.1890 0.96%
2011-05-06 $0.1900 1.01%
2011-08-04 $0.1900 1.01%
2011-11-08 $0.1930 1.05%
2012-02-07 $0.1930 1.00%
2012-05-07 $0.1980 1.07%
2012-08-09 $0.1980 0.90%
2012-11-07 $0.2030 0.86%
2013-02-07 $0.2030 0.91%
2013-05-08 $0.2060 0.89%
2013-08-08 $0.2060 0.92%
2013-11-06 $0.2090 0.92%
2014-02-06 $0.2090 0.95%
2014-05-08 $0.2120 0.97%
2014-08-07 $0.2120 0.98%
2014-11-05 $0.2150 0.98%
2015-02-09 $0.2150 0.98%
2015-05-07 $0.2180 1.02%
2015-08-06 $0.2180 1.00%
2015-11-05 $0.2220 0.91%
2016-02-08 $0.2220 0.76%
2016-05-12 $0.2250 0.81%
2016-08-08 $0.2250 0.70%
2016-11-07 $0.2280 0.81%
2017-02-08 $0.2280 0.75%
2017-05-11 $0.2320 0.63%
2017-08-10 $0.2320 0.62%
2017-11-10 $0.2350 0.60%
2018-02-08 $0.2350 0.67%
2018-05-11 $0.2390 0.61%
2018-08-10 $0.2390 0.64%
2018-11-13 $0.2420 0.66%
2019-02-07 $0.2420 0.67%
2019-05-09 $0.2460 0.68%
2019-08-08 $0.2460 0.69%
2019-11-07 $0.2500 0.67%
2020-02-06 $0.2500 0.66%
2020-05-07 $0.2500 0.71%
2020-08-06 $0.2500 0.70%
2020-11-06 $0.2570 0.71%
2021-02-05 $0.2570 0.63%
2021-05-06 $0.2610 0.64%
2021-08-06 $0.2610 0.65%
2021-11-05 $0.2680 0.66%
2022-02-08 $0.2680 0.57%
2022-05-06 $0.2730 0.60%
2022-08-08 $0.2730 0.51%
2022-11-10 $0.2780 0.54%
2023-02-08 $0.2780 0.46%
2023-05-18 $0.2840 0.51%
2023-08-16 $0.2840 0.61%
2023-11-15 $0.2900 0.67%
2024-02-08 $0.2900 0.82%
2024-05-16 $0.2960 0.73%
2024-08-16 $0.2960 0.80%
2024-11-15 $0.3010 0.89%
2025-02-07 $0.3010 0.96%
2025-05-16 $0.3070 0.92%
2025-08-15 $0.3070 0.92%
2025-11-14 $0.3140 0.97%
2026-02-13 $0.3140 0.94%
2026-05-15 $0.3200 1.00%
Total 129 payments

Portfolio Dividend Returns

Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-06-03 to 2026-06-03. Change
Date Total Yield Tax Trans. Cost Shares Bought
2021-08-06 $63.61 $12.72 $0.10 1.2793
2021-11-05 $65.66 $13.13 $0.10 1.2417
2022-02-08 $65.99 $13.20 $0.11 1.1283
2022-05-06 $67.53 $13.51 $0.11 1.1982
2022-08-08 $67.86 $13.57 $0.11 1.0091
2022-11-10 $69.38 $13.88 $0.11 1.0368
2023-02-08 $69.67 $13.93 $0.11 0.9624
2023-05-18 $71.45 $14.29 $0.11 1.0351
2023-08-16 $71.74 $14.35 $0.11 1.2177
2023-11-15 $73.61 $14.72 $0.12 1.3735
2024-02-08 $74.01 $14.80 $0.12 1.6580
2024-05-16 $76.03 $15.21 $0.12 1.4897
2024-08-16 $76.47 $15.29 $0.12 1.6551
2024-11-15 $78.26 $15.65 $0.13 1.8329
2025-02-07 $78.81 $15.76 $0.13 2.0733
2025-05-16 $81.02 $16.20 $0.13 1.9071
2025-08-15 $81.61 $16.32 $0.13 1.9877
2025-11-14 $84.09 $16.82 $0.13 2.0883
2026-02-13 $84.75 $16.95 $0.14 2.0054
2026-05-15 $87.01 $17.40 $0.14 2.2166
Total $1488.59 $297.72 $2.38 30.3960

All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.

For each rolling window, returns are calculated at every possible starting point:

return = (value[i] ÷ value[i − windowSize] − 1) × 100

Windows
1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
Statistics
Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.

The series is segmented by calendar year:

return = (endValue ÷ startValue − 1) × 100

startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.

SFBS

CAGR 16.13% Total 506.57% Final $60,657
2014-05-14 — 2026-06-03
BOX

CAGR 1.23% Total 14.89% Final $11,489
2015-01-23 — 2026-06-03
IRWD

CAGR -6.53% Total -66.79% Final $3,321
2010-02-03 — 2026-06-03