Performance analysis of York Water (YORW)
Annual Return
Over the past 3 years, YORW has had an average annual return of -7.52%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, YORW has had an average annual return of -5.82%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, YORW has had an average annual return of +2.02%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, YORW has had an average annual return of +9.48%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.41% | +0.08% | -13.22% | -12.38% | -7.92% | +8.62% | +2.71% | +46.38% | -3.35% | -9.61% | +56.23% | +10.25% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +13.96% | +22.50% | +2.65% | +5.28% | +23.17% | +24.34% | -19.15% | -10.84% | +6.37% | +36.99% | +9.99% | +32.29% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +0.34% | +60.39% | +18.88% | -2.85% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.46% | -1.41% | -7.39% | -4.70% | +3.03% | +3.27% | +1.99% | -0.41% | |||||
| 2025 | -5.47% | +4.33% | +8.21% | +1.50% | -7.22% | -2.57% | -4.24% | +2.68% | -1.39% | +2.14% | +5.02% | -1.72% | +0.08% |
| 2024 | -7.09% | -0.74% | +2.46% | -2.10% | +4.31% | +0.70% | +11.38% | -5.64% | -3.36% | -6.11% | +1.91% | -8.09% | -13.22% |
| 2023 | +1.05% | -3.89% | +2.81% | -5.95% | +0.88% | -2.21% | +0.15% | -1.43% | -7.48% | -3.79% | +5.57% | +1.96% | -12.38% |
| 2022 | -8.76% | -0.77% | +0.22% | -13.99% | +5.95% | -0.86% | +6.33% | +2.28% | -12.16% | +13.35% | +4.89% | -1.11% | -7.92% |
| 2021 | -6.78% | -3.79% | +17.69% | +5.45% | -2.54% | -9.63% | +6.53% | +6.86% | -14.94% | +9.71% | -2.21% | +6.65% | +8.62% |
| 2020 | +2.71% | -10.33% | +2.77% | -7.22% | +10.12% | +8.43% | -3.44% | -1.51% | -6.93% | -0.05% | +6.60% | +3.88% | +2.71% |
| 2019 | +2.62% | +11.32% | -5.84% | -0.84% | +1.32% | +4.11% | +0.70% | +3.81% | +17.39% | +0.87% | +0.66% | +4.42% | +46.38% |
| 2018 | -6.64% | -10.70% | +10.32% | +3.87% | +1.71% | -2.40% | -2.52% | -2.90% | +1.56% | +2.43% | +6.36% | -2.68% | -3.35% |
| 2017 | -6.28% | +1% | -2.64% | +6.99% | -11.73% | +5.77% | -0.14% | -5.46% | +3.51% | +3.84% | +5.54% | -8.30% | -9.61% |
Drawdown analysis of York Water (YORW)
The maximum drawdown for the YORW was -46.70%, occurring on Mar 9, 2009. Recovery took 447 trading sessions.
The current YORW drawdown is -34.41%.
Since Nov 1, 1999 YORW has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 8 times
- 10% or more: 29 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.70% | Sep 27, 2006 | 614 | Mar 9, 2009 | 447 | Dec 14, 2010 | 1061 |
| -39.60% | Sep 2, 2021 | 849 | Jan 22, 2025 | Ongoing | Ongoing | Ongoing |
| -34.30% | May 21, 2002 | 102 | Oct 15, 2002 | 135 | Apr 30, 2003 | 237 |
| -27.93% | Jan 23, 2020 | 36 | Mar 16, 2020 | 86 | Jul 17, 2020 | 122 |
| -27.72% | Jun 15, 2017 | 177 | Feb 28, 2018 | 365 | Aug 12, 2019 | 542 |
| -21.04% | May 10, 2006 | 37 | Jul 3, 2006 | 59 | Sep 26, 2006 | 96 |
| -20.30% | May 12, 2003 | 16 | Jun 4, 2003 | 162 | Jan 26, 2004 | 178 |
| -20.18% | Apr 30, 2015 | 71 | Aug 11, 2015 | 92 | Dec 21, 2015 | 163 |
| -19.70% | Jul 21, 2020 | 45 | Sep 23, 2020 | 122 | Mar 19, 2021 | 167 |
| -19.48% | Apr 6, 2004 | 95 | Aug 23, 2004 | 164 | Apr 18, 2005 | 259 |
| -19.47% | Nov 1, 1999 | 104 | Mar 30, 2000 | 107 | Aug 31, 2000 | 211 |
| -19.44% | Apr 19, 2016 | 21 | May 18, 2016 | 127 | Nov 16, 2016 | 148 |
| -19.24% | Oct 7, 2005 | 20 | Nov 4, 2005 | 17 | Nov 30, 2005 | 37 |
| -18.40% | Apr 26, 2017 | 17 | May 19, 2017 | 18 | Jun 15, 2017 | 35 |
| -16.51% | Jan 2, 2002 | 32 | Feb 19, 2002 | 19 | Mar 18, 2002 | 51 |
| -15.01% | Dec 13, 2016 | 58 | Mar 9, 2017 | 33 | Apr 26, 2017 | 91 |
| -14.73% | Jun 9, 2021 | 21 | Jul 9, 2021 | 38 | Sep 1, 2021 | 59 |
| -13.73% | Mar 29, 2001 | 4 | Apr 4, 2001 | 73 | Jul 19, 2001 | 77 |
| -13.16% | Nov 30, 2000 | 17 | Dec 26, 2000 | 3 | Dec 29, 2000 | 20 |
| -12.47% | Jul 25, 2013 | 28 | Sep 4, 2013 | 60 | Nov 27, 2013 | 88 |
| -12.46% | Jan 22, 2015 | 32 | Mar 10, 2015 | 8 | Mar 20, 2015 | 40 |
| -12.19% | Nov 27, 2013 | 171 | Aug 5, 2014 | 61 | Oct 30, 2014 | 232 |
| -10.59% | Aug 29, 2011 | 24 | Oct 3, 2011 | 18 | Oct 27, 2011 | 42 |
| -10.38% | Aug 31, 2000 | 33 | Oct 18, 2000 | 24 | Nov 21, 2000 | 57 |
| -10.24% | Dec 14, 2010 | 62 | Mar 15, 2011 | 87 | Jul 19, 2011 | 149 |