Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTG (Reaves Utility IF) | 16.36% | 27.80% | 24.23% | 11.38% | 11.10% | 11.25% | 11.96% | … | … |
Data as of 06/04/2026, Common starting date is 02/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTG (Reaves Utility IF) | 02/25/2004 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.11 | 27.80 | 24.23 | 11.38 | 11.10 | 11.25 | 11.96 | … | … | 16.36 | 23.24 | 28.10 | 2.84 | -13.38 | 14.26 | -5.25 | 33.65 | 1.84 | 11.41 | 29.56 | -12.39 | 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 | 1.70 | 1.30 | 0.55 | 0.46 | NA | NA | … | … | 2.57 | 1.06 | 1.73 | -0.05 | -0.73 | 1.35 | -0.11 | 2.92 | 0.03 | 0.77 | 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 | 16.58 | 17.03 | 16.87 | 21.78 | NA | NA | … | … | 18.79 | 19.30 | 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 | 11.59 | 15.03 | 26.54 | 47.91 | NA | NA | … | … | 7.98 | 14.85 | 11.44 | 17.70 | 26.54 | 9.65 | 47.91 | 3.91 | 13.42 | 13.33 | 11.66 | 21.23 | 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 | 6.88 | 8.54 | 6.57 | 7.31 | 8.30 | 10.06 | … | … | 2.16 | 7.36 | 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 06/04/2026, Common starting date 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 |
7.04%
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 |
21.45%
Feb 2009 – Feb 2019 |
14.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart