Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GUT-PC (The Gabelli Utility Trust) | 0.85% | 2.09% | 1.78% | 2.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/08/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GUT-PC (The Gabelli Utility Trust) | 07/08/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 2.09 | 1.78 | 2.21 | NA | NA | NA | … | … | 0.85 | -3.29 | 7.47 | 7.67 | -6.62 | 7.57 | 4.39 | 14.13 | 0.28 | 12.89 | -3.67 |
| Sharpe Ratio | NA | 0.03 | -0.12 | -0.02 | NA | NA | NA | … | … | 0.09 | -0.55 | 0.30 | 0.28 | -0.47 | 0.85 | 0.27 | 0.96 | -0.11 | 1.61 | -0.93 |
| Standard Deviation(%) | NA | 8.86 | 12.52 | 13.28 | NA | NA | NA | … | … | 9.30 | 11.29 | 12.66 | 14.22 | 17.28 | 8.85 | 15.43 | 13.18 | 10.46 | 7.65 | 8.24 |
| Draw Down(%) | NA | 5.23 | 8.97 | 10.56 | NA | NA | NA | … | … | 4.00 | 8.97 | 5.30 | 8.96 | 10.56 | 3.15 | 13.99 | 7.06 | 5.14 | 1.95 | 8.86 |
| Yield(%) | 0.00 | 5.87 | 5.43 | 5.16 | 5.20 | 3.47 | 2.60 | … | … | 1.51 | 5.51 | 5.59 | 5.68 | 5.09 | 5.15 | 5.15 | 5.50 | 5.37 | 5.72 | 3.02 |
Data as of 06/04/2026, Common starting date 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 |
2.28%
May 2021 – May 2026 |
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