All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
UTG total return snapshot: UTG returned +27.19% over the past year and +15.10% YTD, with dividends reinvested. Since Feb. 25, 2004, UTG is up +967.38% in nominal total return, or +11.24%/yr, and is currently ā4.96% below its total-return high on May 6, 2026.
| Wed 2004-02-25? to Wed 2026-05-20 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| UTG × |
+15.10%
2026-05-20 |
+27.19%
2026-05-20 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25? to Wed 2026-05-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| UTG × |
+967.38%
+11.24%/yr |
+11.13%/yr
(R2=0.938) |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25? to Wed 2026-05-20 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| UTG × |
$10,000.00
2004-02-25 |
$106,737.65
2026-05-20 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Year | UTG |
|---|---|
| 2026 (YTD) | +15.10% |
| 2025 | +23.24% |
| 2024 | +28.10% |
| 2023 | +2.84% |
| 2022 | ā13.38% |
| 2021 | +14.26% |
| 2020 | ā5.25% |
| 2019 | +33.65% |
| 2018 | +1.84% |
| 2017 | +7.07% |
| 2016 | +29.56% |
| 2015 | ā13.99% |
| 2014 | +38.65% |
| 2013 | +12.05% |
| 2012 | +0.59% |
| 2011 | +25.19% |
| 2010 | +28.77% |
| 2009 | +75.88% |
| 2008 | ā49.24% |
| 2007 | +13.26% |
| 2006 | +34.68% |
| 2005 | +3.10% |
| 2004 | +6.03% |
| Wed 2004-02-25? to Wed 2026-05-20 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| UTG × |
ā4.96%
from 2026-05-06 peak |
ā67.87%
2009-03-09 from 2008-01-11 peak |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Period ending Wed 2026-05-20 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| UTG × | +27.19% |
+67.26% +29.35%/yr |
+86.48% +23.06%/yr |
+70.43% +11.25%/yr |
+186.41% +11.10%/yr |
|
| Reaves Utility IF Mutual Fund | ||||||