(UTES) Virtus Reaves - Performance 32.8% in 12m
Compare UTES with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
83.42%
#2 in Group
Rel. Strength
85.26%
#1174 in Universe
Total Return 12m
32.81%
#1 in Group
Total Return 5y
117.71%
#2 in Group
P/E -
(?) Percentile in Group
P/E Forward -
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PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: UTES (32.8%) vs XLU (17.5%)
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 |
15.4% | 32.8% | 118% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
10.2% | 25.6% | 84.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
9.33% | 21% | 79.4% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
9.66% | 17.5% | 68.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
9.59% | 17.5% | 67.5% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
9.26% | 17.3% | 65.8% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
9.49% | 17.4% | 65.4% | - | - | - | - | - |
| JXI NYSE ARCA iShares Global Utilities |
10.8% | 17.8% | 62.8% | - | - | - | - | - |
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 | 15.35% | 9.59% | 13.81% |
| 3 Months | -0.70% | 2.12% | -6.30% |
| 12 Months | 32.81% | 17.47% | 10.65% |
| 5 Years | 117.71% | 67.52% | 107.77% |
| Trend Score (consistency of price movement) | UTES | XLU | S&P 500 |
| 1 Month | 94.9% | 95.2% | 83% |
| 3 Months | -20.5% | 2.8% | -75.3% |
| 12 Months | 78.3% | 67% | 50.1% |
| 5 Years | 88.0% | 77.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
| 1 Month | #2 | 5.26% | 1.35% |
| 3 Month | #11 | -2.76% | 5.98% |
| 12 Month | #2 | 13.1% | 20.0% |
| 5 Years | #1 | 30.0% | 4.78% |
FAQs
Does UTES Virtus Reaves outperforms the market?
Yes,
over the last 12 months UTES made 32.81%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months UTES made -0.70%, while XLU made 2.12%.
Over the last 3 months UTES made -0.70%, while XLU made 2.12%.
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 | 0.74% | 1.54% | 10.7% | 22.2% |
| US NASDAQ 100 | QQQ | 0.55% | -2.01% | 10.5% | 21.2% |
| US Dow Jones Industrial 30 | DIA | 0.33% | 5.36% | 11.0% | 25.1% |
| German DAX 40 | DAX | 0.76% | 0.39% | -15.6% | 7.11% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.44% | 3.52% | 9.95% | 25.4% |
| Hongkong Hang Seng | HSI | -2.43% | -4.58% | 2.36% | 19.1% |
| India NIFTY 50 | INDA | 5.66% | 10.5% | 10.3% | 33.0% |
| Brasil Bovespa | EWZ | -0.31% | -1.89% | 2.02% | 41.1% |
UTES vs. Sectors UTES is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.10% | 1.94% | 3.66% | 11.3% |
| Consumer Discretionary | XLY | 0.36% | 1.12% | 11.7% | 18.5% |
| Consumer Staples | XLP | 1.60% | 8.76% | 3.79% | 23.7% |
| Energy | XLE | 0.92% | 8.59% | 17.3% | 42.3% |
| Financial | XLF | -0.36% | 1.83% | 3.62% | 10.4% |
| Health Care | XLV | 3.75% | 14.5% | 15.7% | 36.9% |
| Industrial | XLI | -0.95% | -1.47% | 9.29% | 21.8% |
| Materials | XLB | 0.94% | 1.79% | 15.6% | 38.0% |
| Real Estate | XLRE | 2.06% | 3.81% | 9.97% | 17.4% |
| Technology | XLK | -0.34% | -5.87% | 13.6% | 25.7% |
| Utilities | XLU | 0.69% | 5.76% | 3.06% | 15.3% |
| Aerospace & Defense | XAR | -1.24% | -5.81% | -0.78% | 5.48% |
| Biotech | XBI | 7.33% | 3.54% | 30.9% | 45.1% |
| Homebuilder | XHB | 0.27% | 3.87% | 23.9% | 40.4% |
| Retail | XRT | -1.16% | 0.70% | 15.0% | 34.3% |