(UTG) Unlimited Travel UTG - Performance 48.4% in 12m
Compare UTG with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
69.46%
#2 in Group
Rel. Strength
89.11%
#870 in Universe
Total Return 12m
48.40%
#4 in Group
Total Return 5y
216.92%
#2 in Group
P/E 8.26
20th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield 43.6%
53th Percentile in Group
12m Total Return: UTG (48.4%) vs XLY (13.3%)
5y Drawdown (Underwater) Chart
Top Performers in Leisure Facilities
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 |
|---|---|---|---|---|---|---|---|---|
| RICK NASDAQ RCI Hospitality Holdings |
-7.59% | -21.4% | 261% | 65.8 | 8.62 | 0.79 | -60.9% | 47.4% |
Performance Comparison: UTG vs XLY vs S&P 500
XLY (Consumer Discretionary ETF) is the Sector Benchmark for UTG
| Total Return (including Dividends) | UTG | XLY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.91% | -0.10% | -0.87% |
| 3 Months | 10.07% | -14.80% | -7.58% |
| 12 Months | 48.40% | 13.32% | 11.88% |
| 5 Years | 216.92% | 82.04% | 110.33% |
| Trend Score (consistency of price movement) | UTG | XLY | S&P 500 |
| 1 Month | 8.60% | 16.9% | 23% |
| 3 Months | 66.9% | -85% | -88.5% |
| 12 Months | 65.0% | 67.5% | 55.1% |
| 5 Years | 68.7% | 54.9% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLY | vs. S&P 500 |
| 1 Month | #8 | -0.81% | -0.04% |
| 3 Month | #3 | 29.2% | 19.1% |
| 12 Month | #4 | 31.0% | 32.7% |
| 5 Years | #3 | 74.1% | 50.7% |
FAQs
Does UTG Unlimited Travel UTG outperforms the market?
Yes,
over the last 12 months UTG made 48.40%, while its related Sector, the Consumer Discretionary (XLY) made 13.32%.
Over the last 3 months UTG made 10.07%, while XLY made -14.80%.
Over the last 3 months UTG made 10.07%, while XLY made -14.80%.
Performance Comparison UTG vs Indeces and Sectors
UTG vs. Indices UTG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.96% | -0.04% | 27.1% | 36.5% |
| US NASDAQ 100 | QQQ | -3.99% | -2.31% | 26.6% | 35.7% |
| US Dow Jones Industrial 30 | DIA | -2.02% | 2.27% | 27.1% | 39.2% |
| German DAX 40 | DAX | -1.73% | -2.23% | 7.53% | 23.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.0% | 1.91% | 30.0% | 42.4% |
| Hongkong Hang Seng | HSI | -1.97% | -0.97% | 25.1% | 34.5% |
| India NIFTY 50 | INDA | -0.12% | -4.97% | 26.8% | 45.3% |
| Brasil Bovespa | EWZ | -2.16% | -5.51% | 23.4% | 54.2% |
UTG vs. Sectors UTG is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -3.21% | 0.14% | 20.9% | 24.4% |
| Consumer Discretionary | XLY | -3.04% | -0.81% | 24.5% | 35.1% |
| Consumer Staples | XLP | 0.54% | -1.11% | 21.7% | 37.2% |
| Energy | XLE | 1.52% | 13.0% | 32.8% | 59.5% |
| Financial | XLF | -1.57% | 1.20% | 19.5% | 25.7% |
| Health Care | XLV | -2.88% | 2.88% | 28.7% | 46.7% |
| Industrial | XLI | -3.38% | -1.02% | 26.3% | 38.8% |
| Materials | XLB | -2.35% | 1.52% | 34.5% | 51.9% |
| Real Estate | XLRE | -1.44% | 0.40% | 27.9% | 30.3% |
| Technology | XLK | -5.41% | -2.60% | 30.4% | 40.7% |
| Utilities | XLU | -0.12% | -0.97% | 24.9% | 26.6% |
| Aerospace & Defense | XAR | -3.91% | -7.30% | 13.5% | 21.8% |
| Biotech | XBI | -4.26% | -3.19% | 39.7% | 50.2% |
| Homebuilder | XHB | -2.27% | 1.36% | 41.9% | 55.4% |
| Retail | XRT | -1.39% | -0.35% | 32.6% | 51.1% |