All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
UTG total return snapshot: UTG returned +1.94% over the past year and +3.65% YTD, with dividends reinvested. Since Feb. 25, 2004, UTG is up +861.19% in nominal total return, or +10.56%/yr, and is currently −14.41% below its total-return high on May 6, 2026.
Data ending Mon Sep. 14, 2026
| Wed 2004-02-25💬 to Mon 2026-09-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| UTG × |
+861.19%
+10.56%/yr |
+11.15%/yr
R2=0.941 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25💬 to Mon 2026-09-14 |
Start
Value |
End
Value |
|---|---|---|
| UTG × |
$10,000.00
2004-02-25 |
$96,119.03
2026-09-14 |
| YTD | YoY | |
|---|---|---|
| UTG × | +3.65% | +1.94% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| UTG × |
−14.41%
on 2026-09-14 from 2026-05-06 peak |
−67.87%
on 2009-03-09 from 2008-01-11 peak |
| Period ending Mon 2026-09-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| UTG × | +1.94% |
+34.07% +15.79%/yr |
+69.89% +19.32%/yr |
+48.82% +8.28%/yr |
+151.98% +9.68%/yr |
| Year | UTG |
|---|---|
| 2026 (YTD) | +3.65% |
| 2025 | +23.24% |
| 2024 | +28.10% |
| 2023 | +2.84% |
| 2022 | −13.38% |
| 2021 | +14.26% |
| 2020 | −5.25% |
| 2019 | +33.65% |
| 2018 | +1.84% |
| 2017 | +7.07% |
| 2016 | +29.56% |
| 2015 | −13.99% |
| 2014 | +38.65% |
| 2013 | +12.05% |
| 2012 | +0.59% |
| 2011 | +25.19% |
| 2010 | +28.77% |
| 2009 | +75.88% |
| 2008 | −49.24% |
| 2007 | +13.26% |
| 2006 | +34.68% |
| 2005 | +3.10% |
| 2004 | +6.03% |
