Performance analysis of GUT (Gabelli Utility Trust)
Annual Return
Over the past 3 years, GUT has had an average annual return of +8.45%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, GUT has had an average annual return of +6.61%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, GUT has had an average annual return of +9.18%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, GUT has had an average annual return of +8.23%, underperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +8.32% | +33.15% | +5.99% | -21.10% | -1.07% | +9.51% | +13.35% | +42.34% | -7.89% | +22.96% | +21.48% | -14.62% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +24.87% | +13.62% | -12.42% | +33.14% | -21.35% | +68.52% | -32.30% | +3.01% | +16.05% | +7.34% | +4.58% | +19.19% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +1.28% | +15.10% | +23.63% | -3.17% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.01% | +2.85% | +0.00770% | +2.66% | +2.60% | -0% | +8.32% | ||||||
| 2025 | +9.95% | -1.47% | +0.76% | +0.18% | +4.16% | +6.97% | +4.65% | -0.85% | +3.40% | +0.18% | +0.99% | +0.67% | +33.15% |
| 2024 | -1.85% | +6.66% | +0.54% | +2.19% | +9.97% | -2.62% | +4.22% | -0.83% | -10.55% | -2.13% | +4.77% | -2.93% | +5.99% |
| 2023 | +2.52% | -11.01% | +6.52% | -1.83% | -3.47% | +2.24% | +2.96% | -0.58% | -21.94% | +10.75% | +5.04% | -9.85% | -21.10% |
| 2022 | +0.24% | -0.61% | -11.32% | -1.06% | +2.51% | -4.07% | +12.67% | +3.94% | -11.64% | -0.57% | +8.29% | +3.31% | -1.07% |
| 2021 | +0.25% | +0.36% | -13.69% | +4.92% | +4.45% | +7.11% | +2.40% | +2.49% | -4.08% | +3.89% | -1.12% | +3.89% | +9.51% |
| 2020 | +3.86% | -11.31% | -16.55% | +20.22% | +0.30% | +4.29% | +5.98% | -0.03% | +1.06% | +1.45% | +1.45% | +6.39% | +13.35% |
| 2019 | +9.79% | +4.98% | +3.86% | +1.73% | -2.29% | +3.38% | +6.60% | -6.13% | +8.29% | +4.47% | +1.30% | +0.90% | +42.34% |
| 2018 | +1.27% | -2.11% | -9.58% | -4.67% | +0.01% | +1.72% | -0.18% | +1.37% | +0.16% | +4.31% | +5.15% | -4.69% | -7.89% |
| 2017 | +6.37% | +0.15% | +2.73% | +0.13% | +3.90% | +1.75% | +1.43% | -0.28% | +2.02% | +2.13% | -0.28% | +1% | +22.96% |
Drawdown analysis of GUT (Gabelli Utility Trust)
The maximum drawdown for the GUT was -52.79%, occurring on Oct 10, 2008. Recovery took 283 trading sessions.
The current GUT drawdown is -0.79%.
Since Nov 1, 1999 GUT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 8 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -52.79% | Sep 11, 2008 | 21 | Oct 10, 2008 | 283 | Nov 24, 2009 | 304 |
| -42.14% | Feb 12, 2020 | 27 | Mar 23, 2020 | 93 | Aug 4, 2020 | 120 |
| -35.57% | Dec 14, 2009 | 179 | Aug 31, 2010 | 328 | Dec 16, 2011 | 507 |
| -33.94% | Jan 9, 2023 | 183 | Oct 2, 2023 | 442 | Jul 9, 2025 | 625 |
| -25.63% | May 9, 2002 | 106 | Oct 9, 2002 | 150 | May 15, 2003 | 256 |
| -24.25% | Aug 14, 2012 | 93 | Dec 28, 2012 | 352 | May 23, 2014 | 445 |
| -21.24% | Jul 10, 2003 | 55 | Sep 26, 2003 | 73 | Jan 12, 2004 | 128 |
| -20.72% | Jan 29, 2015 | 168 | Sep 29, 2015 | 164 | May 24, 2016 | 332 |
| -19.94% | Jan 11, 2022 | 109 | Jun 17, 2022 | 40 | Aug 16, 2022 | 149 |
| -17.75% | Feb 16, 2018 | 64 | May 21, 2018 | 181 | Feb 8, 2019 | 245 |
| -17.63% | Sep 19, 2005 | 182 | Jun 9, 2006 | 100 | Oct 31, 2006 | 282 |
| -17.13% | Sep 12, 2022 | 10 | Sep 26, 2022 | 71 | Jan 6, 2023 | 81 |
| -16.27% | Feb 5, 2021 | 31 | Mar 23, 2021 | 65 | Jun 24, 2021 | 96 |
| -14.70% | Mar 29, 2004 | 19 | Apr 26, 2004 | 68 | Aug 3, 2004 | 87 |
| -13.14% | Apr 16, 2007 | 86 | Aug 16, 2007 | 225 | Jul 9, 2008 | 311 |
| -12.91% | Oct 8, 2004 | 12 | Oct 26, 2004 | 72 | Feb 8, 2005 | 84 |
| -12.68% | Dec 11, 2019 | 4 | Dec 17, 2019 | 33 | Feb 5, 2020 | 37 |
| -11.28% | Jan 26, 2000 | 30 | Mar 9, 2000 | 128 | Sep 11, 2000 | 158 |
| -10.19% | Aug 14, 2019 | 4 | Aug 20, 2019 | 26 | Sep 26, 2019 | 30 |
| -10.18% | Sep 4, 2001 | 9 | Sep 21, 2001 | 16 | Oct 15, 2001 | 25 |
| -9.72% | Jul 5, 2016 | 97 | Nov 18, 2016 | 48 | Jan 31, 2017 | 145 |
| -9.09% | Nov 5, 1999 | 31 | Dec 21, 1999 | 24 | Jan 26, 2000 | 55 |
| -8.86% | Feb 27, 2001 | 28 | Apr 6, 2001 | 13 | Apr 26, 2001 | 41 |
| -8.77% | Mar 14, 2005 | 7 | Mar 23, 2005 | 33 | May 10, 2005 | 40 |
| -8.58% | Aug 11, 2020 | 17 | Sep 3, 2020 | 74 | Dec 18, 2020 | 91 |