Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XGUTX (Gabelli Utility Trust) | 7.68% | 30.82% | 10.72% | 12.07% | 5.22% | 5.82% | 2.06% | 1.54% |
Data as of 06/13/2025, AR inception is 09/02/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XGUTX (Gabelli Utility Trust) | 09/02/1999 | 06/13/2025 |
| 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 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 30.82 | 10.72 | 12.07 | 5.22 | 5.82 | 2.06 | 1.54 | 7.68 | 28.09 | -2.82 | -2.29 | 20.95 | -5.63 | 17.15 | -6.34 | 0.09 | 6.24 | -16.03 | 13.87 | 21.21 | -3.87 | 6.75 | 2.50 | 2.16 | -37.78 | -0.12 | 17.34 | -2.24 | 4.54 | 8.93 | -14.34 | -10.84 | 7.88 | 0.79 |
| Sharpe Ratio | NA | 1.59 | 0.42 | 0.60 | 0.20 | NA | NA | 0.01 | 0.84 | 1.27 | -0.44 | -0.19 | 1.54 | -0.15 | 1.47 | -0.54 | -0.06 | 0.40 | -0.97 | 1.15 | 1.75 | -0.32 | 0.27 | 0.11 | 0.07 | -0.96 | -0.20 | 1.33 | -0.36 | 0.35 | 0.66 | -0.94 | -1.43 | 0.44 | -0.20 |
| Standard Deviation(%) | NA | 17.31 | 17.70 | 17.04 | 18.93 | NA | NA | 18.48 | 17.74 | 16.95 | 16.22 | 19.51 | 13.56 | 39.26 | 10.68 | 14.32 | 9.24 | 14.97 | 16.58 | 12.06 | 12.10 | 12.44 | 24.65 | 21.10 | 27.73 | 40.16 | 15.79 | 10.63 | 12.14 | 10.28 | 12.48 | 16.46 | 9.32 | 8.63 | 4.91 |
| Draw Down(%) | NA | 9.21 | 21.85 | 22.07 | 39.78 | NA | NA | 62.02 | 9.06 | 8.91 | 18.96 | 20.13 | 6.53 | 39.78 | 4.38 | 11.24 | 5.65 | 13.22 | 22.52 | 8.51 | 9.29 | 11.79 | 19.56 | 15.17 | 35.82 | 47.68 | 14.29 | 6.11 | 11.57 | 9.57 | 15.98 | 25.47 | 13.40 | 5.59 | 2.85 |
| Yield(%) | 0.00 | 21.43 | 15.19 | 15.11 | 7.66 | 7.57 | 3.65 | 2.85 | 8.06 | 20.20 | 16.39 | 13.86 | 14.81 | 12.05 | 7.69 | 7.57 | 2.17 | 0.00 | 0.81 | 10.20 | 10.73 | 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 06/13/2025, AR inception is 09/02/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGUTX (Gabelli Utility Trust) |
-18.61%
Feb 2006 - Feb 2009 |
-10.70%
Feb 2004 - Feb 2009 |
-5.00%
Jun 2000 - Jun 2010 |
-1.80%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XGUTX (Gabelli Utility Trust) |
12.56%
Mar 2020 - Mar 2023 |
13.83%
Mar 2020 - Mar 2025 |
5.72%
Feb 2009 - Feb 2019 |
5.98%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart