Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTES (Virtus Reaves Utilities ETF) | 0.41% | 9.97% | 22.76% | 15.73% | 12.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/24/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTES (Virtus Reaves Utilities ETF) | 09/24/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 9.97 | 22.76 | 15.73 | 12.45 | NA | NA | … | … | 0.41 | 25.71 | 45.35 | -2.44 | 0.79 | 20.74 | -0.25 | 25.48 | 5.19 | 13.51 | 15.23 | 5.53 |
| Sharpe Ratio | NA | 0.51 | 0.97 | 0.67 | 0.56 | NA | NA | … | … | 0.14 | 0.92 | 2.19 | -0.36 | -0.03 | 1.38 | -0.01 | 2.10 | 0.25 | 1.31 | 0.93 | 1.49 |
| Standard Deviation(%) | NA | 21.00 | 21.60 | 20.60 | 20.20 | NA | NA | … | … | 24.46 | 24.97 | 19.06 | 17.31 | 21.98 | 15.06 | 34.94 | 11.43 | 14.98 | 9.87 | 16.19 | 14.77 |
| Draw Down(%) | NA | 13.88 | 17.62 | 20.41 | 35.36 | NA | NA | … | … | 10.06 | 17.62 | 10.42 | 15.99 | 19.34 | 9.24 | 35.36 | 6.65 | 8.97 | 6.60 | 12.43 | 5.77 |
| Yield(%) | 0.00 | 1.62 | 2.41 | 2.49 | 3.13 | 2.58 | 1.93 | … | … | 0.40 | 1.71 | 2.13 | 2.34 | 2.13 | 2.35 | 2.07 | 2.31 | 2.25 | 3.12 | 3.56 | 0.64 |
Data as of 06/04/2026, Common starting date is 09/24/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTES (Virtus Reaves Utilities ETF) |
3.27%
Sep 2019 – Sep 2022 |
6.58%
Sep 2018 – Sep 2023 |
12.82%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTES (Virtus Reaves Utilities ETF) |
27.25%
Feb 2023 – Feb 2026 |
20.11%
Feb 2021 – Feb 2026 |
14.96%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart