Performance analysis of UTES (VIRTUS REAVES UTILITIES ETF)
Annual Return
Over the past 3 years, UTES has had an average annual return of +21.12%, outperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, UTES has had an average annual return of +16.03%, outperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, UTES has had an average annual return of +12.10%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Sep 24, 2015, UTES has had an average annual return of +13.79%, underperforming the benchmark SPY, which returned +15.21% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.89% | +25.70% | +45.31% | -2.44% | +0.79% | +20.74% | -0.26% | +25.46% | +5.13% | +14.21% | +15.66% | +5.54% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.65% | +10.21% | -6.25% | +5.29% | -4.25% | +1.78% | -2.29% | +1.89% | |||||
| 2025 | +7.09% | -2.59% | -2.47% | +3.33% | +8.87% | +4.37% | +8.84% | -3.99% | +5.90% | +0.08% | +0.78% | -5.72% | +25.70% |
| 2024 | -2.60% | +3.73% | +8.26% | +2.08% | +11.66% | -5.87% | +4.54% | +5.81% | +11.85% | +0.56% | +8.56% | -8.32% | +45.31% |
| 2023 | -1.68% | -4.64% | +4.45% | +1.22% | -3.58% | +2.37% | +2.40% | -4.91% | -5.24% | +1.29% | +4.60% | +2% | -2.44% |
| 2022 | -4.40% | -1.02% | +9.67% | -5.36% | +3.94% | -5.25% | +6.92% | -0.14% | -10.76% | +3.17% | +7.46% | -1.36% | +0.79% |
| 2021 | -0.19% | -5.72% | +10.08% | +3.53% | -2.35% | -1.73% | +3.85% | +4.64% | -5.70% | +5.95% | -0.97% | +9.14% | +20.74% |
| 2020 | +4.41% | -9.96% | -9.15% | +2.99% | +3.89% | -4.89% | +9.65% | -2.06% | -0.33% | +4.09% | +1.78% | +1.19% | -0.26% |
| 2019 | +4.37% | +3.97% | +3.23% | +0.48% | +0.03% | +4.13% | -0.96% | +5.28% | +3.44% | -1.75% | -2.25% | +3.31% | +25.46% |
| 2018 | -2.98% | -2.94% | +3.31% | +3.24% | -1.56% | +4.43% | +1.08% | +0.89% | -0.19% | +1.19% | +2.87% | -3.90% | +5.13% |
| 2017 | +1.76% | +5.40% | +0.37% | +1.88% | +3.76% | -1.27% | +2.24% | +2.50% | -3.25% | +1.69% | +2.38% | -3.71% | +14.21% |
Drawdown analysis of UTES (VIRTUS REAVES UTILITIES ETF)
The maximum drawdown for the UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 271 trading sessions.
The current UTES drawdown is -7.62%.
Since Sep 24, 2015 UTES has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.37% | Feb 18, 2020 | 24 | Mar 23, 2020 | 271 | Apr 20, 2021 | 295 |
| -20.39% | Sep 12, 2022 | 265 | Oct 2, 2023 | 142 | Apr 25, 2024 | 407 |
| -17.62% | Jan 24, 2025 | 49 | Apr 4, 2025 | 30 | May 19, 2025 | 79 |
| -15.99% | Apr 8, 2022 | 48 | Jun 17, 2022 | 38 | Aug 12, 2022 | 86 |
| -13.89% | Oct 15, 2025 | 76 | Feb 4, 2026 | Ongoing | Ongoing | Ongoing |
| -13.20% | Nov 27, 2017 | 50 | Feb 8, 2018 | 102 | Jul 6, 2018 | 152 |
| -12.43% | Jul 6, 2016 | 92 | Nov 14, 2016 | 89 | Mar 24, 2017 | 181 |
| -10.42% | Nov 26, 2024 | 15 | Dec 18, 2024 | 18 | Jan 16, 2025 | 33 |
| -9.80% | Dec 31, 2021 | 36 | Feb 23, 2022 | 21 | Mar 24, 2022 | 57 |
| -8.96% | Dec 13, 2018 | 7 | Dec 24, 2018 | 39 | Feb 21, 2019 | 46 |
| -8.59% | Sep 2, 2021 | 17 | Sep 28, 2021 | 48 | Dec 6, 2021 | 65 |
| -7.79% | Oct 4, 2024 | 21 | Nov 4, 2024 | 10 | Nov 18, 2024 | 31 |
| -6.74% | Aug 4, 2025 | 24 | Sep 8, 2025 | 17 | Oct 1, 2025 | 41 |
| -6.63% | Sep 30, 2019 | 30 | Nov 11, 2019 | 44 | Jan 15, 2020 | 74 |
| -6.45% | May 31, 2024 | 37 | Jul 25, 2024 | 15 | Aug 15, 2024 | 52 |
| -5.91% | Apr 20, 2021 | 46 | Jun 24, 2021 | 29 | Aug 5, 2021 | 75 |
| -5.77% | Oct 22, 2015 | 35 | Dec 11, 2015 | 31 | Jan 28, 2016 | 66 |
| -5.01% | Apr 1, 2016 | 15 | Apr 22, 2016 | 8 | May 4, 2016 | 23 |
| -4.87% | Aug 18, 2022 | 9 | Aug 31, 2022 | 7 | Sep 12, 2022 | 16 |
| -4.41% | Sep 11, 2017 | 12 | Sep 27, 2017 | 42 | Nov 27, 2017 | 54 |
| -4.24% | Sep 13, 2018 | 10 | Sep 27, 2018 | 9 | Oct 10, 2018 | 19 |
| -4.05% | Jun 26, 2017 | 7 | Jul 6, 2017 | 20 | Aug 3, 2017 | 27 |
| -3.65% | Oct 10, 2018 | 2 | Oct 12, 2018 | 20 | Nov 9, 2018 | 22 |
| -3.57% | May 12, 2016 | 4 | May 18, 2016 | 11 | Jun 3, 2016 | 15 |
| -3.44% | Jul 6, 2018 | 12 | Jul 24, 2018 | 16 | Aug 15, 2018 | 28 |