(UTES) Virtus Reaves - Performance 36.3% in 12m
Compare UTES with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
79.45%
#2 in Group
Rel. Strength
86.66%
#1068 in Universe
Total Return 12m
36.25%
#1 in Group
Total Return 5y
96.48%
#2 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
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FCF Yield -
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12m Total Return: UTES (36.3%) vs XLU (21.7%)
5y Drawdown (Underwater) Chart
Top Performers in Utilities
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| UTES NYSE ARCA Virtus Reaves Utilities |
-1.24% | 36.3% | 96.5% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
0.5% | 28.7% | 74% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
0.26% | 24.9% | 67.2% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
0.3% | 21.1% | 56.6% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.24% | 21.9% | 54.6% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
2.98% | 21.8% | 54.9% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.2% | 21.7% | 55.5% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.31% | 21.8% | 54% | - | - | - | - | - |
Performance Comparison: UTES vs XLU vs S&P 500
XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for UTES
| Total Return (including Dividends) | UTES | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | -1.24% | 0.20% | -6.73% |
| 3 Months | -9.28% | 0.25% | -11.93% |
| 12 Months | 36.25% | 21.68% | 7.24% |
| 5 Years | 96.48% | 55.45% | 100.61% |
| Trend Score (consistency of price movement) | UTES | XLU | S&P 500 |
| 1 Month | -20.5% | -8.8% | -63.5% |
| 3 Months | -70.4% | -22.9% | -90.3% |
| 12 Months | 80.1% | 69.6% | 60.6% |
| 5 Years | 88.0% | 77.3% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #11 | -1.44% | 5.89% |
| 3 Month | #12 | -9.51% | 3.0% |
| 12 Month | #3 | 12.0% | 27.1% |
| 5 Years | #2 | 26.4% | -2.06% |
FAQs
Does UTES Virtus Reaves outperforms the market?
Yes,
over the last 12 months UTES made 36.25%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.68%.
Over the last 3 months UTES made -9.28%, while XLU made 0.25%.
Over the last 3 months UTES made -9.28%, while XLU made 0.25%.
Performance Comparison UTES vs Indeces and Sectors
UTES vs. Indices UTES is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.01% | 5.49% | 7.23% | 29.0% |
| US NASDAQ 100 | QQQ | -0.47% | 6.12% | 7.09% | 28.7% |
| US Dow Jones Industrial 30 | DIA | 2.04% | 5.67% | 6.61% | 31.8% |
| German DAX 40 | DAX | -1.21% | 2.70% | -12.7% | 15.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.58% | 2.15% | 6.08% | 27.0% |
| Hongkong Hang Seng | HSI | -2.66% | 2.48% | 2.69% | 19.5% |
| India NIFTY 50 | INDA | -2.14% | -3.27% | 3.88% | 33.3% |
| Brasil Bovespa | EWZ | -4.26% | -1.70% | 2.18% | 45.0% |
UTES vs. Sectors UTES is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.70% | 5.61% | -1.90% | 21.2% |
| Consumer Discretionary | XLY | -1.43% | 5.60% | 1.93% | 25.0% |
| Consumer Staples | XLP | -0.14% | -4.22% | -0.73% | 24.9% |
| Energy | XLE | -0.06% | 11.3% | 8.53% | 49.0% |
| Financial | XLF | -0.69% | 3.61% | -1.64% | 18.4% |
| Health Care | XLV | 2.28% | 6.52% | 9.45% | 38.6% |
| Industrial | XLI | 0.61% | 4.79% | 7.40% | 32.2% |
| Materials | XLB | 0.27% | 4.61% | 14.5% | 42.2% |
| Real Estate | XLRE | 0.24% | 1.99% | 7.58% | 21.5% |
| Technology | XLK | -0.26% | 7.76% | 13.5% | 35.1% |
| Utilities | XLU | 0.12% | -1.44% | 3.60% | 14.6% |
| Aerospace & Defense | XAR | 1.46% | 1.94% | -2.14% | 14.4% |
| Biotech | XBI | -3.41% | 9.70% | 18.6% | 42.7% |
| Homebuilder | XHB | -1.52% | 6.88% | 22.0% | 46.8% |
| Retail | XRT | -1.86% | 4.15% | 10.7% | 42.5% |