Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTL (UNITIL Corporation) | 5.44% | -1.68% | 1.81% | 0.89% | 5.28% | 8.36% | 8.03% | … | … |
Data as of 06/04/2026, Common starting date is 03/07/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTL (UNITIL Corporation) | 03/07/1985 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | -1.68 | 1.81 | 0.89 | 5.28 | 8.36 | 8.03 | … | … | 5.44 | -7.43 | 6.33 | 5.63 | 15.04 | 7.31 | -25.94 | 25.30 | 14.48 | 3.69 | 30.82 | 1.85 | 25.41 | 23.21 | -3.88 | 31.89 | 5.25 | 18.91 | -23.59 | 18.18 | 6.54 | -6.36 | 15.38 | 9.97 | 11.75 | -6.73 | -22.16 | 40.54 | 4.63 | 21.56 | -4.19 | 28.46 | -16.67 | 8.33 | 14.47 | 18.32 | -11.49 | 22.82 | 2.55 | 2.17 | 19.79 | 47.69 |
| Sharpe Ratio | NA | -0.32 | -0.08 | -0.04 | 0.14 | NA | NA | … | … | 0.51 | -0.46 | 0.11 | 0.09 | 0.42 | 0.27 | -0.51 | 1.30 | 0.69 | 0.19 | 1.32 | 0.10 | 1.68 | 1.56 | -0.25 | 1.31 | 0.24 | 0.64 | -0.84 | 0.80 | 0.23 | -0.61 | 0.90 | 0.50 | 0.55 | -0.40 | -0.90 | 1.23 | 0.05 | 0.92 | -0.33 | 1.58 | -0.84 | 0.32 | 0.76 | 1.41 | -1.44 | 1.13 | -0.18 | -0.13 | 0.68 | 2.87 |
| Standard Deviation(%) | NA | 21.43 | 22.86 | 25.02 | 27.23 | NA | NA | … | … | 21.04 | 22.30 | 24.10 | 23.40 | 32.32 | 26.90 | 50.81 | 18.35 | 19.18 | 16.34 | 23.17 | 17.90 | 15.13 | 14.84 | 15.94 | 24.24 | 21.54 | 29.51 | 29.29 | 18.89 | 13.68 | 14.21 | 16.07 | 18.63 | 19.32 | 23.58 | 29.31 | 30.15 | 22.17 | 19.45 | 23.34 | 15.47 | 23.47 | 19.30 | 15.56 | 10.16 | 11.73 | 14.88 | 12.64 | 15.48 | 22.64 | 19.39 |
| Draw Down(%) | NA | 17.50 | 25.84 | 28.26 | 48.37 | NA | NA | … | … | 10.51 | 23.67 | 13.30 | 28.26 | 25.08 | 27.63 | 48.37 | 8.21 | 11.19 | 15.51 | 15.45 | 13.51 | 9.33 | 10.96 | 10.36 | 7.44 | 18.39 | 15.97 | 29.97 | 17.90 | 7.96 | 13.95 | 9.22 | 11.73 | 18.92 | 14.04 | 27.56 | 18.42 | 20.83 | 10.18 | 25.89 | 9.22 | 18.47 | 16.67 | 12.19 | 3.92 | 17.33 | 10.06 | 11.29 | 13.92 | 22.03 | 7.50 |
| Yield(%) | 0.00 | 3.50 | 3.34 | 2.97 | 3.83 | 5.87 | 6.05 | … | … | 1.94 | 3.35 | 3.19 | 3.20 | 3.42 | 3.50 | 2.47 | 3.06 | 3.26 | 3.15 | 4.03 | 3.84 | 4.59 | 5.17 | 4.85 | 6.04 | 6.03 | 6.65 | 4.98 | 5.42 | 5.47 | 4.96 | 5.35 | 5.55 | 5.90 | 5.16 | 4.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/07/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTL (UNITIL Corporation) |
-10.16%
Oct 2017 – Oct 2020 |
-1.12%
Mar 2004 – Mar 2009 |
0.92%
Jan 2000 – Jan 2010 |
3.33%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTL (UNITIL Corporation) |
21.36%
Dec 1996 – Dec 1999 |
19.69%
Nov 2012 – Nov 2017 |
16.34%
Oct 2009 – Oct 2019 |
11.74%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison Chart