American States Water Company (AWR) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$10,390
Total Return
3.90%
CAGR
0.77%
Dividends
$1,111.49
Yield on Cost
11.11%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.21% |
| Median | +0.03% |
| Best | +25.06% |
| Worst | -17.64% |
| % of Windows Positive | 50.3% |
1-Year (252 Trading Days)
| Average | -1.82% |
| Median | -1.18% |
| Best | +24.12% |
| Worst | -26.61% |
| % of Windows Positive | 43.8% |
3-Year (756 Trading Days)
| Average | -7.62% |
| Median | -7.03% |
| Best | +16.10% |
| Worst | -25.85% |
| % of Windows Positive | 14.8% |
Risk Metrics
| Maximum Drawdown | -33.45% |
| Average Drawdown | -16.70% |
| Drawdown Duration | 1073 Trading Days (Unrecovered) |
| Sortino Ratio | 0.21 |
| Calmar Ratio | 0.02 |
| CVaR (5%) | -3.08% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +5.24% (+19.63% ann.) | +$523.64 | $69.54 | $13.91 | $0.11 |
| 2025 | -4.83% | $482.83 | $251.51 | $50.30 | $0.40 |
| 2024 | -1.63% | $162.81 | $224.37 | $44.87 | $0.36 |
| 2023 | -11.79% | $1179.36 | $179.90 | $35.98 | $0.29 |
| 2022 | -9.26% | $926.29 | $148.33 | $29.67 | $0.24 |
| 2021 | +31.82% | +$3181.95 | $176.99 | $35.40 | $0.28 |
| 2020 | -7.06% | $705.74 | $148.42 | $29.68 | $0.24 |
| 2019 | +30.79% | +$3079.27 | $173.86 | $34.77 | $0.28 |
| 2018 | +17.48% | +$1747.77 | $184.11 | $36.82 | $0.29 |
| 2017 | +29.23% | +$2922.57 | $219.62 | $43.92 | $0.35 |
| 2016 | +10.52% | +$1051.96 | $219.26 | $43.85 | $0.35 |
| 2015 | +13.40% | +$1339.90 | $233.65 | $46.73 | $0.37 |
| 2014 | +33.97% | +$3396.78 | $292.13 | $58.43 | $0.47 |
| 2013 | +22.38% | +$2237.95 | $319.68 | $63.94 | $0.51 |
| 2012 | +40.96% | +$4095.87 | $367.53 | $73.51 | $0.59 |
| 2011 | +3.87% | +$386.84 | $322.25 | $64.45 | $0.52 |
| 2010 | -0.34% | $33.69 | $296.42 | $59.28 | $0.47 |
| 2009 | +9.89% | +$988.81 | $308.87 | $61.77 | $0.49 |
| 2008 | -10.45% | $1045.04 | $267.69 | $53.54 | $0.43 |
| 2007 | -0.55% | $55.21 | $249.13 | $49.83 | $0.40 |
| 2006 | +27.93% | +$2793.36 | $297.78 | $59.56 | $0.48 |
| 2005 | +21.55% | +$2155.48 | $349.68 | $69.94 | $0.56 |
| 2004 | +7.14% | +$713.86 | $357.96 | $71.59 | $0.57 |
| 2003 | +11.15% | +$1115.44 | $385.28 | $77.05 | $0.62 |
| 2002 | +2.08% | +$207.81 | $374.42 | $74.88 | $0.60 |
| 2001 | -3.05% | $304.52 | $266.41 | $53.28 | $0.43 |
| 2000 | +6.02% | +$602.39 | $361.52 | $72.30 | $0.58 |
| 1999 | +36.59% | +$3659.21 | $476.01 | $95.20 | $0.76 |
| 1998 | +12.98% | +$1297.59 | $509.44 | $101.89 | $0.81 |
| 1997 | +20.78% | +$2078.09 | $582.16 | $116.43 | $0.93 |
| 1996 | +12.56% | +$1255.71 | $615.82 | $123.16 | $0.99 |
| 1995 | +22.06% | +$2206.29 | $702.81 | $140.56 | $1.12 |
| 1994 | -15.63% | $1562.64 | $558.86 | $111.77 | $0.89 |
| 1993 | +14.10% | +$1409.62 | $603.50 | $120.70 | $0.97 |
| 1992 | +25.55% | +$2554.88 | $700.10 | $140.02 | $1.12 |
| 1991 | +26.41% | +$2640.71 | $802.80 | $160.56 | $1.28 |
| 1990 | -0.09% | $9.33 | $735.45 | $147.09 | $1.18 |
| 1989 | +17.22% | +$1721.95 | $785.21 | $157.04 | $1.25 |
| 1988 | +21.77% | +$2176.66 | $878.63 | $175.72 | $1.40 |
| 1987 | -6.97% | $696.73 | $736.89 | $147.38 | $1.18 |
| 1986 | +14.44% | +$1443.85 | $0.00 | $0.00 | $0.00 |
| 1985 | +33.57% | +$3357.14 | $0.00 | $0.00 | $0.00 |
| 1984 | +11.11% | +$1111.11 | $0.00 | $0.00 | $0.00 |
| 1983 | +21.15% | +$2115.38 | $0.00 | $0.00 | $0.00 |
| 1982 | +13.04% | +$1304.35 | $0.00 | $0.00 | $0.00 |
| 1981 | +4.55% | +$454.54 | $0.00 | $0.00 | $0.00 |
| 1980 | -12.00% | $1199.99 | $0.00 | $0.00 | $0.00 |
| 1979 | -13.79% | $1379.32 | $0.00 | $0.00 | $0.00 |
| 1978 | +3.57% | +$357.15 | $0.00 | $0.00 | $0.00 |
| 1977 | -5.08% | $508.48 | $0.00 | $0.00 | $0.00 |
| 1976 | +29.67% | +$2967.05 | $0.00 | $0.00 | $0.00 |
| 1975 | +13.75% | +$1374.98 | $0.00 | $0.00 | $0.00 |
| 1974 | -22.33% | $2233.00 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -8.85% (-10.25% ann.) | $884.96 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +94.65% | +15.63% | +$9465.42 | $3691.87 | $738.37 | $5.91 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +35.40% | +12.50% | +$3540.35 | $1035.92 | $207.18 | $1.66 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +98.53% | +14.71% | +$9852.66 | $1898.11 | $379.62 | $3.04 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -29.72% | -22.10% | $2972.43 | $347.19 | $69.44 | $0.56 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +40.79% | +10.67% | +$4079.23 | $1161.93 | $232.39 | $1.86 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +425.57% | +24.52% | +$42556.66 | $3942.35 | $788.47 | $6.31 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -16.99% | -88.06% | $1698.99 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | -7.75% | -12.17% | $774.60 | $80.53 | $16.11 | $0.13 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +28.15% | +26.53% | +$2815.04 | $231.99 | $46.40 | $0.37 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -3.10% | -3.29% | $309.95 | $120.20 | $24.04 | $0.19 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -9.50% | -5.25% | $950.49 | $356.69 | $71.34 | $0.57 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -6.60% | -4.26% | $660.48 | $351.92 | $70.38 | $0.56 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1987-02-03 | $0.0792 | 1.68% |
| 1987-05-04 | $0.0792 | 1.78% |
| 1987-08-05 | $0.0792 | 1.71% |
| 1987-11-05 | $0.0842 | 2.02% |
| 1988-02-05 | $0.0842 | 1.82% |
| 1988-05-03 | $0.0842 | 1.82% |
| 1988-08-02 | $0.0842 | 1.77% |
| 1988-11-01 | $0.0842 | 1.82% |
| 1989-01-31 | $0.0842 | 1.91% |
| 1989-05-02 | $0.0842 | 2.00% |
| 1989-08-01 | $0.0883 | 2.04% |
| 1989-11-07 | $0.0883 | 1.86% |
| 1990-02-06 | $0.0883 | 1.84% |
| 1990-05-01 | $0.0883 | 1.91% |
| 1990-07-31 | $0.0883 | 1.74% |
| 1990-11-05 | $0.0917 | 2.00% |
| 1991-02-05 | $0.0917 | 1.91% |
| 1991-05-07 | $0.0917 | 1.73% |
| 1991-08-06 | $0.0917 | 1.65% |
| 1991-11-08 | $0.0917 | 1.57% |
| 1992-02-10 | $0.0958 | 1.70% |
| 1992-05-11 | $0.0958 | 1.69% |
| 1992-08-10 | $0.0958 | 1.48% |
| 1992-11-06 | $0.0958 | 1.44% |
| 1993-02-08 | $0.0958 | 1.38% |
| 1993-05-10 | $0.1000 | 1.28% |
| 1993-08-09 | $0.1000 | 1.33% |
| 1993-11-05 | $0.1000 | 1.32% |
| 1994-02-08 | $0.1000 | 1.47% |
| 1994-05-09 | $0.1000 | 1.53% |
| 1994-08-08 | $0.1000 | 1.68% |
| 1994-11-07 | $0.1000 | 1.90% |
| 1995-02-07 | $0.1000 | 1.67% |
| 1995-05-08 | $0.1000 | 1.74% |
| 1995-08-10 | $0.1000 | 1.68% |
| 1995-11-09 | $0.1017 | 1.62% |
| 1996-02-08 | $0.1017 | 1.45% |
| 1996-05-09 | $0.1017 | 1.49% |
| 1996-08-08 | $0.1017 | 1.50% |
| 1996-11-13 | $0.1033 | 1.41% |
| 1997-02-06 | $0.1033 | 1.39% |
| 1997-05-08 | $0.1033 | 1.36% |
| 1997-08-07 | $0.1033 | 1.38% |
| 1997-11-13 | $0.1050 | 1.43% |
| 1998-02-05 | $0.1050 | 1.24% |
| 1998-05-07 | $0.1050 | 1.37% |
| 1998-08-12 | $0.1050 | 1.30% |
| 1998-11-05 | $0.1050 | 1.15% |
| 1999-02-04 | $0.1067 | 1.08% |
| 1999-05-06 | $0.1067 | 1.22% |
| 1999-08-05 | $0.1067 | 1.00% |
| 1999-11-04 | $0.1067 | 0.90% |
| 2000-02-03 | $0.1067 | 0.96% |
| 2000-05-10 | $0.1067 | 1.09% |
| 2000-08-15 | $0.1067 | 1.22% |
| 2000-11-03 | $0.1083 | 1.04% |
| 2001-02-07 | $0.1083 | 1.00% |
| 2001-08-03 | $0.1083 | 0.96% |
| 2001-11-02 | $0.1083 | 0.96% |
| 2002-02-06 | $0.1043 | 0.89% |
| 2002-05-06 | $0.1083 | 0.77% |
| 2002-08-08 | $0.1090 | 0.88% |
| 2002-11-06 | $0.1100 | 0.84% |
| 2003-02-05 | $0.1105 | 1.00% |
| 2003-05-15 | $0.1100 | 0.86% |
| 2003-08-06 | $0.1105 | 0.89% |
| 2003-11-05 | $0.1100 | 0.88% |
| 2004-02-05 | $0.1100 | 0.87% |
| 2004-05-06 | $0.1100 | 0.92% |
| 2004-08-05 | $0.1100 | 0.93% |
| 2004-11-09 | $0.1125 | 0.90% |
| 2005-02-08 | $0.1125 | 0.83% |
| 2005-05-06 | $0.1125 | 0.85% |
| 2005-08-09 | $0.1125 | 0.79% |
| 2005-11-16 | $0.1125 | 0.73% |
| 2006-02-08 | $0.1125 | 0.73% |
| 2006-05-11 | $0.1125 | 0.53% |
| 2006-08-10 | $0.1125 | 0.61% |
| 2006-11-08 | $0.1175 | 0.64% |
| 2007-02-07 | $0.1175 | 0.60% |
| 2007-05-03 | $0.1175 | 0.63% |
| 2007-08-08 | $0.1175 | 0.58% |
| 2007-11-07 | $0.1250 | 0.55% |
| 2008-02-06 | $0.1250 | 0.73% |
| 2008-05-08 | $0.1250 | 0.73% |
| 2008-08-06 | $0.1250 | 0.66% |
| 2008-11-07 | $0.1250 | 0.75% |
| 2009-02-06 | $0.1250 | 0.68% |
| 2009-05-07 | $0.1250 | 0.74% |
| 2009-08-07 | $0.1250 | 0.72% |
| 2009-11-09 | $0.1300 | 0.75% |
| 2010-02-10 | $0.1300 | 0.81% |
| 2010-05-10 | $0.1300 | 0.72% |
| 2010-08-05 | $0.1300 | 0.72% |
| 2010-11-04 | $0.1300 | 0.69% |
| 2011-02-10 | $0.1300 | 0.78% |
| 2011-05-10 | $0.1400 | 0.83% |
| 2011-08-09 | $0.1400 | 0.90% |
| 2011-11-08 | $0.1400 | 0.79% |
| 2012-02-10 | $0.1400 | 0.74% |
| 2012-05-10 | $0.1400 | 0.76% |
| 2012-08-09 | $0.1775 | 0.82% |
| 2012-11-07 | $0.1775 | 0.79% |
| 2013-02-13 | $0.1775 | 0.68% |
| 2013-05-13 | $0.1775 | 0.65% |
| 2013-08-13 | $0.2025 | 0.64% |
| 2013-11-13 | $0.2030 | 0.71% |
| 2014-02-12 | $0.2030 | 0.73% |
| 2014-05-14 | $0.2030 | 0.70% |
| 2014-08-13 | $0.2130 | 0.69% |
| 2014-11-12 | $0.2130 | 0.61% |
| 2015-02-12 | $0.2130 | 0.55% |
| 2015-05-13 | $0.2130 | 0.56% |
| 2015-08-12 | $0.2240 | 0.58% |
| 2015-11-12 | $0.2240 | 0.55% |
| 2016-02-11 | $0.2240 | 0.48% |
| 2016-05-16 | $0.2240 | 0.56% |
| 2016-08-11 | $0.2240 | 0.53% |
| 2016-11-10 | $0.2420 | 0.61% |
| 2017-02-13 | $0.2420 | 0.54% |
| 2017-05-11 | $0.2420 | 0.55% |
| 2017-08-11 | $0.2550 | 0.50% |
| 2017-11-14 | $0.2550 | 0.47% |
| 2018-02-14 | $0.2550 | 0.48% |
| 2018-05-14 | $0.2550 | 0.46% |
| 2018-08-14 | $0.2750 | 0.46% |
| 2018-11-14 | $0.2750 | 0.43% |
| 2019-02-14 | $0.2750 | 0.40% |
| 2019-05-15 | $0.2750 | 0.38% |
| 2019-08-14 | $0.3050 | 0.36% |
| 2019-11-14 | $0.3050 | 0.36% |
| 2020-02-13 | $0.3050 | 0.33% |
| 2020-05-14 | $0.3050 | 0.40% |
| 2020-08-14 | $0.3350 | 0.42% |
| 2020-11-13 | $0.3350 | 0.44% |
| 2021-02-12 | $0.3350 | 0.41% |
| 2021-05-14 | $0.3350 | 0.43% |
| 2021-08-13 | $0.3650 | 0.41% |
| 2021-11-12 | $0.3650 | 0.39% |
| 2022-02-14 | $0.3650 | 0.42% |
| 2022-05-13 | $0.3650 | 0.47% |
| 2022-08-12 | $0.3980 | 0.45% |
| 2022-11-14 | $0.3980 | 0.43% |
| 2023-02-17 | $0.3980 | 0.43% |
| 2023-05-18 | $0.3980 | 0.44% |
| 2023-08-14 | $0.4300 | 0.48% |
| 2023-11-14 | $0.4300 | 0.55% |
| 2024-02-16 | $0.4300 | 0.56% |
| 2024-05-17 | $0.4300 | 0.55% |
| 2024-08-16 | $0.4660 | 0.56% |
| 2024-11-15 | $0.4660 | 0.56% |
| 2025-02-18 | $0.4660 | 0.63% |
| 2025-05-19 | $0.4660 | 0.59% |
| 2025-08-15 | $0.5040 | 0.67% |
| 2025-11-14 | $0.5040 | 0.67% |
| 2026-02-23 | $0.5040 | 0.69% |
| Total | 156 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-14 | $42.26 | $8.45 | $0.07 | 0.4299 |
| 2021-08-13 | $46.20 | $9.24 | $0.07 | 0.4121 |
| 2021-11-12 | $46.35 | $9.27 | $0.07 | 0.3996 |
| 2022-02-14 | $46.49 | $9.30 | $0.07 | 0.4338 |
| 2022-05-13 | $46.65 | $9.33 | $0.07 | 0.4776 |
| 2022-08-12 | $51.06 | $10.21 | $0.08 | 0.4583 |
| 2022-11-14 | $51.24 | $10.25 | $0.08 | 0.4311 |
| 2023-02-17 | $51.41 | $10.28 | $0.08 | 0.4354 |
| 2023-05-18 | $51.59 | $10.32 | $0.08 | 0.4591 |
| 2023-08-14 | $55.93 | $11.19 | $0.09 | 0.5068 |
| 2023-11-14 | $56.15 | $11.23 | $0.09 | 0.5505 |
| 2024-02-16 | $56.39 | $11.28 | $0.09 | 0.5895 |
| 2024-05-17 | $56.64 | $11.33 | $0.09 | 0.5776 |
| 2024-08-16 | $61.65 | $12.33 | $0.10 | 0.5979 |
| 2024-11-15 | $61.93 | $12.39 | $0.10 | 0.5814 |
| 2025-02-18 | $62.20 | $12.44 | $0.10 | 0.6626 |
| 2025-05-19 | $62.51 | $12.50 | $0.10 | 0.6221 |
| 2025-08-15 | $67.92 | $13.58 | $0.11 | 0.7236 |
| 2025-11-14 | $68.28 | $13.66 | $0.11 | 0.7309 |
| 2026-02-23 | $68.65 | $13.73 | $0.11 | 0.7457 |
| Total | $1111.49 | $222.30 | $1.78 | 10.8256 |
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.