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Performance Comparison
Comparison Box

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