Reaves Utility Income Fund

Reaves Utility Income Fundverified

UTG

Price:

$32.578

Market Cap:

$2.57B

Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt instruments of companies operating across all market capitalizations. It employs a combination of quantitative and fundamental analysis with bottom-up stock picking approach to create its portfolio. Reaves Utility Income Fund was formed on September 15, 2003 and is domiciled in the United States.[Read more]

Industry

Asset Management - Income

IPO Date

2004-02-25

Stock Exchange

NYSE

Ticker

UTG

The ROE as of December 2024 (TTM) for Reaves Utility Income Fund (UTG) is -1.58%

According to Reaves Utility Income Fund’s latest financial reports and current stock price. The company's current ROE is -1.58%. This represents a change of -171.75% compared to the average of 2.20% of the last 4 quarters.

Reaves Utility Income Fund (UTG) Historical ROE (quarterly & annually)

How has UTG ROE performed in the past?

The mean historical ROE of Reaves Utility Income Fund over the last ten years is 4.98%. The current -1.58% ROE has changed -131.70% with respect to the historical average. Over the past ten years (40 quarters), UTG's ROE was at its highest in in the April 2021 quarter at 13.17%. The ROE was at its lowest in in the April 2020 quarter at -20.54%.

Quarterly (TTM)
Annual

Average

4.98%

Median

6.12%

Minimum

-11.13%

Maximum

19.69%

Reaves Utility Income Fund (UTG) ROE by Quarter and Year

Discovering the peaks and valleys of Reaves Utility Income Fund ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 897.78%

Maximum Annual ROE = 19.69%

Minimum Annual Increase = -843.33%

Minimum Annual ROE = -11.13%

Quarterly (TTM)
Annual
YearROEChange
2023-3.93%-64.72%
2022-11.13%-196.15%
202111.58%-207.42%
2020-10.78%-157.42%
201918.77%897.78%
20181.88%-81.83%
201710.35%-33.01%
201615.45%-843.33%
2015-2.08%-110.56%
201419.69%43.59%

Reaves Utility Income Fund (UTG) Average ROE

How has UTG ROE performed in the past?

The current ROE of Reaves Utility Income Fund (UTG) is greater than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

-1.16%

5-year avg

0.90%

10-year avg

4.98%

Reaves Utility Income Fund (UTG) ROE vs. Peers

How is UTG’s ROE compared to its peers?

Reaves Utility Income Fund’s ROE is less than Cohen & Steers REIT and Preferred Income Fund, Inc. (14.46%), less than Cohen & Steers Quality Income Realty Fund, Inc. (6.40%), less than PIMCO Corporate & Income Opportunity Fund (10.04%), less than Tekla Healthcare Investors (6.13%), less than Cohen & Steers Infrastructure Fund, Inc (5.68%), less than Cohen & Steers Total Return Realty Fund, Inc. (8.94%), less than Pimco Dynamic Income Opportunities Fund (2.13%), less than Calamos Strategic Total Return Fund (20.66%), less than Guggenheim Strategic Opportunities Fund (15.11%), less than PIMCO Corporate & Income Strategy Fund (15.40%), less than BlackRock Science and Technology Trust (21.03%), less than Brookfield Real Assets Income Fund Inc. (9.46%),

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