| A | B | C | D | E | F | G | H | I | J | K | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Companies ranked by Finance Value (Column E) | Ticker | Reward = Total Return/ yr since 10/9/02 | Risk = Lehman Panic Total Return (10/1/07-4/1/09) | Finance Value = Risk Minus Reward (Col C + Col D) | 5-yr Total Return/yr | Div Growth Rate | Div Yield | 5-yr Beta | P/E | Market Cap | |
2 | California Water Service Group | CWT | 8.8% | 7.6% | 16.4% | 9.3% | 1.7% | 3% | 0.54 | 20 | $1.0B | |
3 | American States Water | AWR | 11.2% | -4.5% | 6.7% | 17% | 3.6% | 2.9% | 0.52 | 19 | $1.1B | |
4 | Aqua America | WTR | 12.1% | -10.8% | 1.3% | 16.9% | 5.8% | 2.4% | 0.42 | 20 | $4.5B | |
5 | Connecticut Water Service | CTWS | 6.5% | -8.7% | -2.2% | 9.5% | 1.6% | 3% | 0.38 | 23 | $0.4B | |
6 | SJW | SJW | 10.4% | -18% | -7.6% | 6.8% | 3.8% | 2.6% | 0.66 | 23 | $0.6B | |
7 | Middlesex Water | MSEX | 6.5% | -20% | -13.5% | 10.3% | 2.1% | 3.5% | 0.69 | 21 | $0.3B | |
8 | York Water | YORW | 11% | -24.5% | -13.5% | 17.4% | 4% | 2.6% | 0.65 | 29 | $0.3B | |
9 | Average | n = 7 | 9.5% | -11.3% | -1.8% | 12.5% | 3.2% | 2.9% | 0.55 | 22 | $1.2B | |
10 | ||||||||||||
11 | Benchmarks | |||||||||||
12 | Berkshire Hathaway | BRK-A | 8.9% | -27% | -18.1% | 10.2% | 0% | 0% | 0.25 | 16 | $290B | |
13 | Vanguard Balanced Index | VBINX | 8.5% | -28% | -19.5% | 12.9% | 2.2% | 1.9% | 0.94 | 15 | $20B | |
14 | SPDR Dow Jones Ind Ave | DIA | 9.6% | -43.7% | -34.1% | 14.2% | -4.4% | 2.3% | 0.89 | 14 | $11B | |
15 | Vanguard 500 Index | VFINX | 9.8% | -46.5% | -36.7% | 15.8% | 5.6% | 1.9% | 1 | 19 | $140B |