The York Water Company (YORW) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$6,773
Total Return
-32.27%
CAGR
-7.50%
Dividends
$849.16
Yield on Cost
8.49%
Rolling Returns
1-Month (21 Trading Days)
| Average | -0.51% |
| Median | -0.72% |
| Best | +20.84% |
| Worst | -17.03% |
| % of Windows Positive | 45.5% |
1-Year (252 Trading Days)
| Average | -7.27% |
| Median | -8.10% |
| Best | +16.22% |
| Worst | -25.71% |
| % of Windows Positive | 21.1% |
3-Year (756 Trading Days)
| Average | -20.61% |
| Median | -21.52% |
| Best | -4.04% |
| Worst | -33.91% |
| % of Windows Positive | 0.0% |
Risk Metrics
| Maximum Drawdown | -40.46% |
| Average Drawdown | -23.50% |
| Drawdown Duration | 1155 Trading Days (Unrecovered) |
| Sortino Ratio | -0.30 |
| Calmar Ratio | -0.19 |
| CVaR (5%) | -3.34% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -0.68% (-2.36% ann.) | $67.80 | $71.61 | $14.32 | $0.11 |
| 2025 | -0.49% | $48.60 | $272.75 | $54.55 | $0.44 |
| 2024 | -13.64% | $1363.85 | $222.18 | $44.44 | $0.36 |
| 2023 | -12.74% | $1273.68 | $183.38 | $36.67 | $0.29 |
| 2022 | -8.27% | $827.17 | $159.20 | $31.84 | $0.25 |
| 2021 | +8.25% | +$825.34 | $163.08 | $32.61 | $0.26 |
| 2020 | +2.38% | +$237.59 | $158.44 | $31.69 | $0.25 |
| 2019 | +45.86% | +$4585.59 | $219.27 | $43.86 | $0.35 |
| 2018 | -3.77% | $376.66 | $200.16 | $40.03 | $0.32 |
| 2017 | -9.95% | $994.59 | $170.29 | $34.06 | $0.27 |
| 2016 | +55.62% | +$5561.67 | $253.42 | $50.68 | $0.40 |
| 2015 | +9.69% | +$968.68 | $263.16 | $52.63 | $0.42 |
| 2014 | +13.33% | +$1333.46 | $278.53 | $55.70 | $0.44 |
| 2013 | +21.81% | +$2180.97 | $319.78 | $63.96 | $0.51 |
| 2012 | +2.03% | +$203.43 | $308.91 | $61.78 | $0.50 |
| 2011 | +4.62% | +$461.67 | $307.69 | $61.54 | $0.49 |
| 2010 | +22.35% | +$2235.49 | $358.71 | $71.74 | $0.58 |
| 2009 | +23.44% | +$2344.13 | $422.98 | $84.60 | $0.68 |
| 2008 | -19.72% | $1972.25 | $318.56 | $63.72 | $0.51 |
| 2007 | -11.34% | $1134.17 | $267.87 | $53.57 | $0.43 |
| 2006 | +5.84% | +$584.01 | $265.46 | $53.09 | $0.42 |
| 2005 | +36.23% | +$3623.05 | $330.76 | $66.15 | $0.53 |
| 2004 | +9.30% | +$929.57 | $327.76 | $65.55 | $0.52 |
| 2003 | +31.55% | +$3154.54 | $391.42 | $78.28 | $0.63 |
| 2002 | -0.39% | $39.15 | $362.58 | $72.52 | $0.58 |
| 2001 | +59.07% | +$5907.08 | $538.76 | $107.75 | $0.86 |
| 2000 | +13.08% | +$1307.70 | $147.06 | $29.41 | $0.24 |
| 1999 partial | -6.85% (-10.16% ann.) | $684.93 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania partial | May 3, 1999 – March 10, 2000 | -13.70% | -15.84% | $1369.86 | $0.00 | $0.00 | $0.00 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +92.19% | +28.90% | +$9218.87 | $1337.52 | $267.52 | $2.14 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +119.26% | +17.01% | +$11925.51 | $2545.91 | $509.17 | $4.07 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -39.85% | -30.22% | $3985.08 | $433.44 | $86.69 | $0.70 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +79.02% | +18.83% | +$7901.91 | $1619.33 | $323.86 | $2.60 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +212.41% | +16.25% | +$21241.11 | $2819.51 | $563.90 | $4.51 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -23.77% | -95.49% | $2377.18 | $36.96 | $7.39 | $0.06 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +11.40% | +18.97% | +$1140.07 | $90.91 | $18.18 | $0.15 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +7.47% | +7.07% | +$746.59 | $170.08 | $34.02 | $0.27 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -5.17% | -5.49% | $517.44 | $167.31 | $33.46 | $0.27 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -10.99% | -6.09% | $1098.96 | $322.01 | $64.40 | $0.51 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | -16.28% | -10.71% | $1627.98 | $401.87 | $80.37 | $0.64 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2000-12-27 | $0.0833 | 1.52% |
| 2001-03-13 | $0.0833 | 1.14% |
| 2001-06-27 | $0.0833 | 0.99% |
| 2001-09-27 | $0.0833 | 1.03% |
| 2001-12-27 | $0.0867 | 0.87% |
| 2002-03-13 | $0.0867 | 0.88% |
| 2002-06-27 | $0.0867 | 0.74% |
| 2002-09-26 | $0.0867 | 0.77% |
| 2002-12-27 | $0.0900 | 0.83% |
| 2003-03-12 | $0.0900 | 0.82% |
| 2003-06-26 | $0.0900 | 0.74% |
| 2003-09-26 | $0.0900 | 0.76% |
| 2003-12-29 | $0.0967 | 0.80% |
| 2004-03-11 | $0.0967 | 0.72% |
| 2004-06-28 | $0.0967 | 0.78% |
| 2004-09-28 | $0.0967 | 0.84% |
| 2004-12-29 | $0.1040 | 0.79% |
| 2005-03-11 | $0.1040 | 0.79% |
| 2005-06-28 | $0.1040 | 0.72% |
| 2005-09-28 | $0.1040 | 0.61% |
| 2005-12-28 | $0.1120 | 0.70% |
| 2006-03-13 | $0.1120 | 0.62% |
| 2006-06-28 | $0.1120 | 0.67% |
| 2006-09-27 | $0.1120 | 0.55% |
| 2006-12-28 | $0.1180 | 0.65% |
| 2007-03-13 | $0.1180 | 0.69% |
| 2007-06-27 | $0.1180 | 0.67% |
| 2007-09-26 | $0.1180 | 0.69% |
| 2007-12-27 | $0.1210 | 0.76% |
| 2008-02-28 | $0.1210 | 0.78% |
| 2008-06-26 | $0.1210 | 0.80% |
| 2008-09-26 | $0.1210 | 0.88% |
| 2008-12-29 | $0.1260 | 1.04% |
| 2009-02-25 | $0.1260 | 1.08% |
| 2009-06-26 | $0.1260 | 0.85% |
| 2009-09-28 | $0.1260 | 0.90% |
| 2009-12-29 | $0.1280 | 0.86% |
| 2010-02-24 | $0.1280 | 0.93% |
| 2010-06-28 | $0.1280 | 0.82% |
| 2010-09-28 | $0.1280 | 0.80% |
| 2010-12-29 | $0.1310 | 0.74% |
| 2011-02-24 | $0.1310 | 0.77% |
| 2011-06-28 | $0.1310 | 0.79% |
| 2011-09-28 | $0.1310 | 0.79% |
| 2011-12-28 | $0.1340 | 0.77% |
| 2012-02-27 | $0.1340 | 0.74% |
| 2012-06-27 | $0.1340 | 0.77% |
| 2012-09-27 | $0.1340 | 0.73% |
| 2012-12-27 | $0.1380 | 0.79% |
| 2013-02-26 | $0.1380 | 0.73% |
| 2013-06-27 | $0.1380 | 0.72% |
| 2013-09-26 | $0.1380 | 0.67% |
| 2013-12-27 | $0.1430 | 0.67% |
| 2014-02-26 | $0.1430 | 0.70% |
| 2014-06-26 | $0.1430 | 0.69% |
| 2014-09-26 | $0.1430 | 0.71% |
| 2014-12-29 | $0.1490 | 0.63% |
| 2015-02-25 | $0.1500 | 0.62% |
| 2015-06-26 | $0.1500 | 0.67% |
| 2015-09-28 | $0.1500 | 0.68% |
| 2015-12-29 | $0.1560 | 0.60% |
| 2016-02-25 | $0.1560 | 0.55% |
| 2016-06-28 | $0.1560 | 0.50% |
| 2016-09-28 | $0.1560 | 0.52% |
| 2016-12-28 | $0.1600 | 0.41% |
| 2017-02-24 | $0.1600 | 0.44% |
| 2017-06-28 | $0.1600 | 0.45% |
| 2017-09-28 | $0.1600 | 0.46% |
| 2017-12-28 | $0.1670 | 0.49% |
| 2018-02-27 | $0.1670 | 0.57% |
| 2018-06-28 | $0.1670 | 0.51% |
| 2018-09-27 | $0.1670 | 0.56% |
| 2018-12-28 | $0.1730 | 0.55% |
| 2019-02-27 | $0.1730 | 0.48% |
| 2019-06-27 | $0.1730 | 0.50% |
| 2019-09-27 | $0.1730 | 0.40% |
| 2019-12-30 | $0.1800 | 0.39% |
| 2020-02-27 | $0.1800 | 0.38% |
| 2020-06-29 | $0.1800 | 0.38% |
| 2020-09-29 | $0.1800 | 0.41% |
| 2020-12-30 | $0.1870 | 0.40% |
| 2021-02-25 | $0.1870 | 0.43% |
| 2021-06-29 | $0.1870 | 0.40% |
| 2021-09-29 | $0.1870 | 0.42% |
| 2021-12-30 | $0.1950 | 0.39% |
| 2022-02-25 | $0.1950 | 0.45% |
| 2022-06-29 | $0.1950 | 0.49% |
| 2022-09-29 | $0.1950 | 0.48% |
| 2022-12-29 | $0.2030 | 0.45% |
| 2023-02-27 | $0.2030 | 0.45% |
| 2023-06-29 | $0.2030 | 0.49% |
| 2023-09-28 | $0.2030 | 0.53% |
| 2023-12-28 | $0.2110 | 0.53% |
| 2024-02-28 | $0.2110 | 0.60% |
| 2024-06-28 | $0.2110 | 0.56% |
| 2024-09-30 | $0.2110 | 0.56% |
| 2024-12-31 | $0.2190 | 0.66% |
| 2025-02-28 | $0.2190 | 0.68% |
| 2025-06-30 | $0.2190 | 0.69% |
| 2025-09-30 | $0.2190 | 0.72% |
| 2025-12-31 | $0.2280 | 0.71% |
| 2026-02-27 | $0.2280 | 0.69% |
| Total | 102 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 |
|---|---|---|---|---|
| 2021-06-29 | $36.88 | $7.38 | $0.06 | 0.6434 |
| 2021-09-29 | $37.00 | $7.40 | $0.06 | 0.6663 |
| 2021-12-30 | $38.71 | $7.74 | $0.06 | 0.6237 |
| 2022-02-25 | $38.83 | $7.77 | $0.06 | 0.7069 |
| 2022-06-29 | $38.97 | $7.79 | $0.06 | 0.7857 |
| 2022-09-29 | $39.12 | $7.82 | $0.06 | 0.8090 |
| 2022-12-29 | $40.89 | $8.18 | $0.07 | 0.7193 |
| 2023-02-27 | $41.04 | $8.21 | $0.07 | 0.7431 |
| 2023-06-29 | $41.19 | $8.24 | $0.07 | 0.7980 |
| 2023-09-28 | $41.35 | $8.27 | $0.07 | 0.8806 |
| 2023-12-28 | $43.17 | $8.63 | $0.07 | 0.8812 |
| 2024-02-28 | $43.35 | $8.67 | $0.07 | 0.9900 |
| 2024-06-28 | $43.56 | $8.71 | $0.07 | 0.9377 |
| 2024-09-30 | $43.76 | $8.75 | $0.07 | 0.9326 |
| 2024-12-31 | $45.62 | $9.12 | $0.07 | 1.1132 |
| 2025-02-28 | $45.87 | $9.17 | $0.07 | 1.1426 |
| 2025-06-30 | $46.12 | $9.22 | $0.07 | 1.1651 |
| 2025-09-30 | $46.37 | $9.27 | $0.07 | 1.2170 |
| 2025-12-31 | $48.55 | $9.71 | $0.08 | 1.2175 |
| 2026-02-27 | $48.83 | $9.77 | $0.08 | 1.1857 |
| Total | $849.16 | $169.83 | $1.36 | 18.1587 |
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.