UTG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2004-02-25? to Fri 2026-04-24	YTD Return	TRR Price
UTG ×	+14.62% 2026-04-24	6.102 TRR 2026-04-24
Reaves Utility IF Mutual Fund

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Returns

Wed 2004-02-25? to Fri 2026-04-24	Overall Return	Exponential Trendline
UTG ×	+510.21% +8.50%/yr	+8.61%/yr (R2=0.886)
Reaves Utility IF Mutual Fund

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Growth of $10,000

Wed 2004-02-25? to Fri 2026-04-24	Start Value	End Value
UTG ×	$10,000.00 2004-02-25	$61,021.12 2026-04-24
Reaves Utility IF Mutual Fund

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Annual Returns

Year	UTG
2026 (YTD)	+14.62%
2025	+20.02%
2024	+24.52%
2023	−0.53%
2022	−18.63%
2021	+6.73%
2020	−6.49%
2019	+30.63%
2018	−0.04%
2017	+4.85%
2016	+26.89%
2015	−14.60%
2014	+37.64%
2013	+10.35%
2012	−1.10%
2011	+21.60%
2010	+26.85%
2009	+71.22%
2008	−49.27%
2007	+8.77%
2006	+31.38%
2005	−0.32%
2004	+3.67%

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Drawdowns

Wed 2004-02-25? to Fri 2026-04-24	Current Drawdown	Worst Drawdown
UTG ×	−0.21%	−68.15% 2009-03-09
Reaves Utility IF Mutual Fund