All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2004-02-25? to Wed 2025-09-10 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| UTG × |
+23.15%
2025-09-10 |
9.266 TR
2025-09-10 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25? to Wed 2025-09-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| UTG × |
+826.64%
+10.89%/yr |
+11.07%/yr
(R2=0.932) |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25? to Wed 2025-09-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| UTG × |
$10,000.00
2004-02-25 |
$92,664.38
2025-09-10 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Year | UTG |
|---|---|
| 2025 (YTD) | +23.15% |
| 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% |
| Wed 2004-02-25? to Wed 2025-09-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| UTG × | −3.42% |
−67.87%
2009-03-09 |
||||
| Reaves Utility IF Mutual Fund | ||||||