Performance analysis of California Water Service Group (CWT)
Annual Return
Over the past 3 years, CWT has had an average annual return of -5.89%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CWT has had an average annual return of -2.52%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CWT has had an average annual return of +6.17%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, CWT has had an average annual return of +7.33%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.95% | -1.79% | -10.64% | -12.85% | -14.13% | +35.02% | +6.64% | +9.84% | +7.06% | +36.39% | +49.25% | -2.68% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.75% | +29.68% | +4.06% | +1.36% | +4.56% | -18.24% | +29.52% | -5.55% | +9.66% | +4.85% | +42.98% | +20.80% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -3.88% | +0.74% | -6.88% | +1.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.16% | +1.62% | +0.58% | -6.84% | +7.60% | -0.71% | +4.95% | ||||||
| 2025 | -0.09% | +1.13% | +6.62% | +4.52% | -6.12% | -3.75% | -0.02% | +3.87% | -2.22% | -3.29% | +2.90% | -4.50% | -1.79% |
| 2024 | -12.72% | +1.97% | +1.29% | +5.68% | +2.13% | -2.81% | +10.25% | +4.05% | -2.01% | -4.17% | -0.94% | -11.45% | -10.64% |
| 2023 | +0.87% | -6.04% | +1.68% | -3.64% | +1.94% | -9.28% | +2.69% | -4.75% | -5.85% | +2.90% | +4.40% | +2.57% | -12.85% |
| 2022 | -13.60% | -7.93% | +4.13% | -12.50% | +3.98% | +3.50% | +8.16% | -2.17% | -9.98% | +17.78% | +5.06% | -6.61% | -14.13% |
| 2021 | +1.13% | +0.97% | +2.53% | +4.28% | -2.87% | -2.29% | +12.86% | +1.75% | -7.27% | +3.31% | +3.87% | +14.05% | +35.02% |
| 2020 | +1.94% | -8.40% | +4.92% | -10.73% | +5.12% | +1.49% | -1.74% | -2.84% | -4.17% | +2.58% | +11.52% | +9.20% | +6.64% |
| 2019 | +3.90% | +5.45% | +4.34% | -7.17% | -1.94% | +2.86% | +5.45% | +6.10% | -6.22% | +5.74% | -7.81% | +0.31% | +9.84% |
| 2018 | -10.25% | -6.29% | -1.84% | +4.03% | +4.36% | -3.23% | +5.52% | +0.59% | +4.25% | -2.10% | +9.32% | +4.24% | +7.06% |
| 2017 | +1.77% | +7.09% | -2.45% | -0.42% | -2.44% | +6.20% | +5.71% | -3.28% | +1.87% | +10.09% | +9.03% | -0.55% | +36.39% |
Drawdown analysis of California Water Service Group (CWT)
The maximum drawdown for the CWT was -38.22%, occurring on Jan 10, 2025. This drawdown has not yet recovered.
The current CWT drawdown is -31.08%.
Since Nov 1, 1999 CWT has experienced the following drawdowns:
- 30% or more: 3 times
- 20% or more: 10 times
- 10% or more: 23 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.22% | Jan 3, 2022 | 758 | Jan 10, 2025 | Ongoing | Ongoing | Ongoing |
| -31.27% | Dec 27, 1999 | 75 | Apr 12, 2000 | 757 | Apr 22, 2003 | 832 |
| -30.88% | Oct 31, 2007 | 249 | Oct 27, 2008 | 36 | Dec 17, 2008 | 285 |
| -26.71% | Dec 31, 2008 | 98 | May 22, 2009 | 941 | Feb 19, 2013 | 1039 |
| -25.99% | Feb 18, 2020 | 152 | Sep 23, 2020 | 72 | Jan 6, 2021 | 224 |
| -25.15% | Apr 21, 2006 | 43 | Jun 22, 2006 | 138 | Jan 10, 2007 | 181 |
| -22.54% | Jan 29, 2015 | 152 | Sep 4, 2015 | 110 | Feb 12, 2016 | 262 |
| -21.98% | Nov 30, 2017 | 64 | Mar 6, 2018 | 179 | Nov 16, 2018 | 243 |
| -21.53% | Aug 3, 2005 | 60 | Oct 27, 2005 | 62 | Jan 27, 2006 | 122 |
| -21.46% | Jan 10, 2007 | 113 | Jun 22, 2007 | 32 | Aug 8, 2007 | 145 |
| -18.56% | Aug 9, 2007 | 4 | Aug 15, 2007 | 52 | Oct 29, 2007 | 56 |
| -17.83% | Jun 18, 2003 | 51 | Aug 29, 2003 | 165 | Apr 27, 2004 | 216 |
| -14.80% | Dec 30, 2004 | 23 | Feb 2, 2005 | 82 | Jun 1, 2005 | 105 |
| -14.76% | Jul 5, 2016 | 50 | Sep 14, 2016 | 49 | Nov 22, 2016 | 99 |
| -14.67% | Mar 25, 2014 | 35 | May 14, 2014 | 31 | Jun 27, 2014 | 66 |
| -13.16% | Sep 4, 2019 | 71 | Dec 13, 2019 | 42 | Feb 14, 2020 | 113 |
| -12.74% | Feb 11, 2021 | 14 | Mar 4, 2021 | 29 | Apr 15, 2021 | 43 |
| -12.73% | Apr 26, 2017 | 9 | May 9, 2017 | 49 | Jul 19, 2017 | 58 |
| -12.44% | Aug 2, 2013 | 29 | Sep 13, 2013 | 34 | Oct 31, 2013 | 63 |
| -12.26% | Apr 27, 2004 | 61 | Jul 26, 2004 | 49 | Oct 4, 2004 | 110 |
| -11.68% | Nov 22, 2016 | 31 | Jan 9, 2017 | 31 | Feb 23, 2017 | 62 |
| -10.70% | Aug 5, 2021 | 30 | Sep 17, 2021 | 44 | Nov 18, 2021 | 74 |
| -10.01% | Nov 4, 2014 | 29 | Dec 16, 2014 | 29 | Jan 29, 2015 | 58 |
| -9.93% | Mar 26, 2019 | 31 | May 9, 2019 | 68 | Aug 15, 2019 | 99 |
| -9.57% | Apr 22, 2021 | 14 | May 12, 2021 | 52 | Jul 27, 2021 | 66 |