All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
UTG real return snapshot: after CPI-U inflation, UTG returned +5.35% over the past year and +9.20% YTD, with dividends reinvested. Since Feb. 25, 2004, UTG is up +481.46% in real purchasing-power return, or +8.15%/yr, and is currently −7.22% below its real total-return high on May 6, 2026.
Data ending Thu Aug. 13, 2026
| Wed 2004-02-25💬 to Thu 2026-08-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| UTG × |
+481.46%
+8.15%/yr |
+8.62%/yr
R2=0.890 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25💬 to Thu 2026-08-13 |
Start
Value |
End
Value |
|---|---|---|
| UTG × |
$10,000.00
2004-02-25 |
$58,146.18
2026-08-13 |
| YTD | YoY | |
|---|---|---|
| UTG × | +9.20% | +5.35% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| UTG × |
−7.22%
on 2026-08-13 from 2026-05-06 peak |
−68.16%
on 2009-03-09 from 2008-01-11 peak |
| Period ending Thu 2026-08-13 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| UTG × | +5.35% |
+47.84% +21.59%/yr |
+67.74% +18.82%/yr |
+30.57% +5.48%/yr |
+86.77% +6.45%/yr |
| Year | UTG |
|---|---|
| 2026 (YTD) | +9.20% |
| 2025 | +20.03% |
| 2024 | +24.51% |
| 2023 | −0.49% |
| 2022 | −18.64% |
| 2021 | +6.75% |
| 2020 | −6.52% |
| 2019 | +30.67% |
| 2018 | −0.06% |
| 2017 | +4.86% |
| 2016 | +26.93% |
| 2015 | −14.62% |
| 2014 | +37.61% |
| 2013 | +10.39% |
| 2012 | −1.13% |
| 2011 | +21.58% |
| 2010 | +26.87% |
| 2009 | +71.22% |
| 2008 | −49.28% |
| 2007 | +8.81% |
| 2006 | +31.37% |
| 2005 | −0.32% |
| 2004 | +3.67% |
