Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GUT-PC (The Gabelli Utility Trust) | -4.92% | -1.15% | 1.89% | 2.73% | NA | NA | NA | 4.10% |
Data as of 07/25/2025, AR inception is 07/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUT-PC (The Gabelli Utility Trust) | 07/08/2016 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | -1.15 | 1.89 | 2.73 | NA | NA | NA | 4.10 | -4.92 | 7.47 | 7.67 | -6.62 | 7.57 | 4.39 | 14.13 | 0.28 | 12.89 | -3.67 |
| Sharpe Ratio | NA | -0.35 | -0.10 | 0.05 | NA | NA | NA | 0.20 | -0.84 | 0.30 | 0.28 | -0.47 | 0.85 | 0.27 | 0.96 | -0.11 | 1.61 | -0.93 |
| Standard Deviation(%) | NA | 12.42 | 14.82 | 13.09 | NA | NA | NA | 12.69 | 13.85 | 12.66 | 14.22 | 17.28 | 8.85 | 15.43 | 13.18 | 10.46 | 7.65 | 8.24 |
| Draw Down(%) | NA | 8.69 | 10.56 | 10.56 | NA | NA | NA | 17.08 | 8.69 | 5.30 | 8.96 | 10.56 | 3.15 | 13.99 | 7.06 | 5.14 | 1.95 | 8.86 |
| Yield(%) | 0.00 | 5.60 | 5.36 | 5.23 | 4.81 | 3.20 | 2.40 | 5.34 | 2.75 | 5.59 | 5.68 | 5.09 | 5.15 | 5.15 | 5.50 | 5.37 | 5.72 | 3.02 |
Data as of 07/25/2025, AR inception is 07/08/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUT-PC (The Gabelli Utility Trust) |
0.35%
Sep 2020 - Sep 2023 |
2.70%
Jun 2020 - Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GUT-PC (The Gabelli Utility Trust) |
8.92%
Dec 2016 - Dec 2019 |
7.73%
Dec 2016 - Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart