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 +13.44% over the past year and +7.53% YTD, with dividends reinvested. Since Feb. 25, 2004, UTG is up +472.52% in real purchasing-power return, or +8.12%/yr, and is currently −8.64% below its real total-return high on May 6, 2026.
Data ending Thu Jul. 2, 2026
| Wed 2004-02-25💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| UTG × |
+7.53%
2026-07-02 |
+13.44%
2026-07-02 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| UTG × |
+472.52%
+8.12%/yr |
+8.62%/yr
(R2=0.889) |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Wed 2004-02-25💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| UTG × |
$10,000.00
2004-02-25 |
$57,251.79
2026-07-02 |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Year | UTG |
|---|---|
| 2026 (YTD) | +7.53% |
| 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 | +37.62% |
| 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% |
| Wed 2004-02-25💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| UTG × |
−8.64%
from 2026-05-06 peak |
−68.16%
2009-03-09 from 2008-01-11 peak |
||||
| Reaves Utility IF Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| UTG × | +13.44% |
+56.41% +25.06%/yr |
+63.85% +17.89%/yr |
+32.97% +5.86%/yr |
+79.57% +6.03%/yr |
|
| Reaves Utility IF Mutual Fund | ||||||
