(UTES) Virtus Reaves - Performance 46.8% in 12m
UTES performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
87.50%
#1 in Peer-Group
Rel. Strength
84.23%
#1172 in Stock-Universe
Total Return 12m
46.83%
#1 in Peer-Group
Total Return 5y
137.20%
#1 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 75.77 USD |
| 52 Week Low | 50.79 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 82.00 |
| Buy/Sell Signal +-5 | 0.89 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: UTES (46.8%) vs XLU (21.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
4.39% | 46.8% | 137% | - | - | - | - | - |
| FXU NYSE ARCA First Trust Utilities |
-0.99% | 29.9% | 85.7% | - | - | - | - | - |
| RSPU NYSE ARCA Invesco SP500 Equal Weight |
-0.94% | 24.2% | 81.3% | - | - | - | - | - |
| IDU NYSE ARCA iShares U.S. Utilities |
-0.28% | 20.3% | 69.7% | - | - | - | - | - |
| FUTY NYSE ARCA Fidelity MSCI Utilities |
0.22% | 21.4% | 67.8% | - | - | - | - | - |
| XLU NYSE ARCA Utilities Sector SPDR Fund |
0.28% | 21.5% | 69% | - | - | - | - | - |
| VPU NYSE ARCA Vanguard Utilities Shares |
0.24% | 21.4% | 67.1% | - | - | - | - | - |
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 | 4.39% | 0.28% | 4.33% |
| 3 Months | 18.46% | 5.79% | 8.76% |
| 12 Months | 46.83% | 21.50% | 13.95% |
| 5 Years | 137.20% | 68.95% | 116.91% |
| Trend Score (consistency of price movement) | UTES | XLU | S&P 500 |
|---|---|---|---|
| 1 Month | 79.4% | -8.7% | 79.1% |
| 3 Months | 95.6% | 82% | 91.7% |
| 12 Months | 80.1% | 66.6% | 44% |
| 5 Years | 88.1% | 77.4% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLU | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th100.00 | 4.10% | 0.06% |
| 3 Month | %th90.91 | 11.97% | 8.92% |
| 12 Month | %th90.91 | 20.85% | 28.85% |
| 5 Years | %th100.00 | 40.40% | 9.35% |
FAQs
Does Virtus Reaves (UTES) outperform the market?
Yes,
over the last 12 months UTES made 46.83%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.50%.
Over the last 3 months UTES made 18.46%, while XLU made 5.79%.
Performance Comparison UTES vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
UTES vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.9% | 0.1% | 15% | 33% |
| US NASDAQ 100 | QQQ | -1.6% | -0.9% | 13.8% | 32% |
| German DAX 40 | DAX | -0.4% | 5.2% | -0.9% | 15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.3% | 1.5% | 17.8% | 29% |
| Hongkong Hang Seng | HSI | -2.2% | -3% | -2.4% | 11% |
| India NIFTY 50 | INDA | -1.1% | 2% | 13.8% | 46% |
| Brasil Bovespa | EWZ | 0.9% | 2% | -8.1% | 39% |
UTES vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.4% | -1.6% | 8.7% | 21% |
| Consumer Discretionary | XLY | -1.4% | 3.4% | 23.4% | 27% |
| Consumer Staples | XLP | 2.5% | 5.9% | 16.2% | 39% |
| Energy | XLE | 5.9% | 0.4% | 16.5% | 50% |
| Financial | XLF | -0.9% | 2.1% | 11.7% | 18% |
| Health Care | XLV | 1.1% | 2.6% | 21.8% | 53% |
| Industrial | XLI | -0.9% | 1.7% | 8.1% | 25% |
| Materials | XLB | 0.3% | 3.1% | 14.5% | 45% |
| Real Estate | XLRE | 3.4% | 4% | 16% | 35% |
| Technology | XLK | -1.9% | -3.8% | 13% | 35% |
| Utilities | XLU | 1.2% | 4.1% | 10.6% | 25% |
| Aerospace & Defense | XAR | -3.1% | -4.6% | -5.4% | -3% |
| Biotech | XBI | 1.8% | -0.3% | 28.1% | 57% |
| Homebuilder | XHB | -1.5% | 2.4% | 24.7% | 49% |
| Retail | XRT | 1.9% | 2.9% | 22.8% | 42% |
UTES vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 14.4% | -4.53% | 19.7% | 55% |
| Natural Gas | UNG | 8.9% | 7.5% | 14% | 55% |
| Gold | GLD | 5.4% | 5.5% | -5.8% | 7% |
| Silver | SLV | 2.9% | -3.5% | -2.9% | 24% |
| Copper | CPER | -2% | -2.4% | -3.8% | 29% |
UTES vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 1.5% | 2.1% | 16.9% | 49% |
| iShares High Yield Corp. Bond | HYG | 1.9% | 2.8% | 14.2% | 37% |