All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2004-02-25? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| UTG × |
+17.72%
2025-07-15 |
8.062 TR
2025-07-15 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| UTG × |
+706.19%
+10.25%/yr |
+10.46%/yr
(R2=0.928) |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| UTG × |
$10,000.00
2004-02-25 |
$80,618.98
2025-07-15 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Year | UTG |
|---|---|
| 2025 (YTD) | +17.72% |
| 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 | −15.93% |
| 2014 | +38.48% |
| 2013 | +11.90% |
| 2012 | −2.94% |
| 2011 | +24.70% |
| 2010 | +28.30% |
| 2009 | +74.89% |
| 2008 | −49.48% |
| 2007 | +12.77% |
| 2006 | +34.23% |
| 2005 | +2.70% |
| 2004 | +5.66% |
| Wed 2004-02-25? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| UTG × | −0.60% |
−68.04%
2009-03-09 |
||||
| Reaves Utility IF Mutual Fund | ||||||