Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UTG (Reaves Utility IF) | 16.74% | 41.75% | 13.79% | 11.20% | 10.56% | 12.54% | 10.66% | 10.87% |
Data as of 07/03/2025, AR inception is 02/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTG (Reaves Utility IF) | 02/25/2004 | 07/03/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 41.75 | 13.79 | 11.20 | 10.56 | 12.54 | 10.66 | 10.87 | 16.74 | 28.10 | 2.84 | -13.38 | 14.26 | -5.25 | 33.65 | 1.84 | 11.50 | 29.56 | -12.38 | 38.65 | 12.05 | -4.75 | 25.27 | 28.75 | 75.87 | -49.32 | 13.26 | 34.70 | 3.12 | 5.03 |
| Sharpe Ratio | NA | 1.99 | 0.57 | 0.57 | 0.42 | NA | NA | 0.40 | 1.47 | 1.73 | -0.05 | -0.73 | 1.35 | -0.11 | 2.92 | 0.03 | 0.78 | 1.66 | -0.65 | 2.91 | 0.89 | -0.30 | 1.10 | 1.22 | 2.06 | -0.97 | 0.60 | 2.63 | 0.05 | 0.24 |
| Standard Deviation(%) | NA | 19.39 | 17.56 | 16.20 | 22.07 | NA | NA | 23.52 | 22.53 | 14.11 | 15.53 | 20.33 | 10.58 | 50.65 | 11.01 | 15.37 | 13.98 | 17.69 | 18.98 | 13.28 | 13.47 | 16.25 | 22.92 | 23.44 | 36.75 | 51.64 | 17.03 | 11.94 | 16.35 | 20.39 |
| Draw Down(%) | NA | 14.95 | 25.33 | 26.54 | 47.91 | NA | NA | 67.92 | 14.85 | 11.44 | 17.70 | 26.54 | 9.65 | 47.91 | 3.91 | 13.42 | 13.33 | 11.66 | 21.22 | 10.10 | 13.55 | 20.44 | 21.31 | 13.18 | 45.53 | 60.08 | 15.30 | 7.08 | 14.92 | 20.10 |
| Yield(%) | 0.00 | 8.37 | 7.39 | 7.40 | 7.56 | 11.08 | 8.92 | 9.39 | 2.98 | 8.44 | 7.93 | 6.47 | 6.83 | 5.79 | 7.19 | 6.56 | 6.13 | 10.68 | 5.53 | 6.71 | 6.51 | 5.91 | 8.04 | 7.22 | 11.32 | 5.90 | 8.42 | 6.78 | 7.35 | 4.86 |
Data as of 07/03/2025, AR inception is 02/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTG (Reaves Utility IF) |
-14.65%
Feb 2006 - Feb 2009 |
-4.69%
Mar 2004 - Mar 2009 |
7.05%
Apr 2014 - Apr 2024 |
8.27%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTG (Reaves Utility IF) |
50.38%
Feb 2009 - Feb 2012 |
31.38%
Feb 2009 - Feb 2014 |
21.46%
Feb 2009 - Feb 2019 |
14.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart