All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
UTG total return snapshot: UTG returned +23.56% over the past year and +13.63% YTD, with dividends reinvested. Since Feb. 25, 2004, UTG is up +953.68% in nominal total return, or +11.14%/yr, and is currently −6.18% below its total-return high on May 6, 2026.
Data ending Fri Jun. 12, 2026
| Wed 2004-02-25💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| UTG × |
+13.63%
2026-06-12 |
+23.56%
2026-06-12 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| UTG × |
+953.68%
+11.14%/yr |
+11.14%/yr
(R2=0.939) |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| UTG × |
$10,000.00
2004-02-25 |
$105,367.90
2026-06-12 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Year | UTG |
|---|---|
| 2026 (YTD) | +13.63% |
| 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% |
| Wed 2004-02-25💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| UTG × |
−6.18%
from 2026-05-06 peak |
−67.87%
2009-03-09 from 2008-01-11 peak |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| UTG × | +23.56% |
+67.25% +29.32%/yr |
+84.89% +22.74%/yr |
+66.33% +10.71%/yr |
+166.50% +10.30%/yr |
|
| Reaves Utility IF Mutual Fund | ||||||
