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 |
||||
|---|---|---|---|---|---|---|
| VBMFX × |
+2.76%
2025-07-15 |
6.716 TR
2025-07-15 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| 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 |
||||
|---|---|---|---|---|---|---|
| VBMFX × |
+86.31%
+2.95%/yr |
+3.16%/yr
(R2=0.874) |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| 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 |
||||
|---|---|---|---|---|---|---|
| VBMFX × |
$10,000.00
2004-02-25 |
$18,631.48
2025-07-15 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| UTG × |
$10,000.00
2004-02-25 |
$80,618.98
2025-07-15 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Year | VBMFX | UTG |
|---|---|---|
| 2025 (YTD) | +2.76% | +17.72% |
| 2024 | +1.15% | +28.10% |
| 2023 | +5.61% | +2.84% |
| 2022 | −13.24% | −13.38% |
| 2021 | −1.76% | +14.26% |
| 2020 | +7.62% | −5.25% |
| 2019 | +8.62% | +33.65% |
| 2018 | −0.12% | +1.84% |
| 2017 | +3.46% | +7.07% |
| 2016 | +2.50% | +29.56% |
| 2015 | +0.31% | −15.93% |
| 2014 | +5.76% | +38.48% |
| 2013 | −2.26% | +11.90% |
| 2012 | +3.81% | −2.94% |
| 2011 | +7.57% | +24.70% |
| 2010 | +6.44% | +28.30% |
| 2009 | +5.96% | +74.89% |
| 2008 | +5.07% | −49.48% |
| 2007 | +6.94% | +12.77% |
| 2006 | +4.29% | +34.23% |
| 2005 | +2.41% | +2.70% |
| 2004 | +4.11% | +5.66% |
| 2003 | +3.99% | — |
| 2002 | +8.36% | — |
| 2001 | +8.39% | — |
| 2000 | +11.44% | — |
| 1999 | −0.22% | — |
| 1998 | +8.09% | — |
| 1997 | +9.48% | — |
| 1996 | +3.62% | — |
| 1995 | +18.25% | — |
| 1994 | −2.11% | — |
| 1993 | +9.19% | — |
| 1992 | +6.56% | — |
| 1991 | +15.33% | — |
| 1990 | +8.71% | — |
| 1989 | +13.72% | — |
| 1988 | +7.42% | — |
| 1987 | +3.44% | — |
| Wed 2004-02-25? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VBMFX × | −6.89% |
−18.86%
2022-10-24 |
||||
| Vanguard Total Bond Market Index Fund Investor Shares Mutual Fund | ||||||
| UTG × | −0.60% |
−68.04%
2009-03-09 |
||||
| Reaves Utility IF Mutual Fund | ||||||