UTES ETF

UTES ETF
$74.03
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Returns Overview

1 Month
-5.19%
3 Months
-7.51%
6 Months
+0.62%
YTD
-1.02%
1 Year
-4.24%
3 Years (annualized)
+20.64%
5 Years (annualized)
+14.91%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UTES have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This ETF (YTD)
-1.02%
Peer Avg (YTD)
+8.19%
vs Peers
-9.21%

UTES ETF Performance

UTES performance across multiple time periods: 1-month -5.19%, YTD -1.02%, 1-year -4.24%, 3-year 20.64%, 5-year 14.91%, 10-year 11.64%.

UTES returns trail the peer average of 8.19% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this ETF.

UTES vs another fund shows side-by-side returns. UTES alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.19%N/A
3 Months-7.51%N/A
6 Months+0.62%N/A
1 Year-4.23%N/A
3 Years+20.64%N/A
5 Years+14.91%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized