Performance analysis of Gabelli Utility Trust (GUT-P-C)
Annual Return
Over the past 3 years, GUT-P-C has had an average annual return of +1.26%, underperforming the benchmark SPY, which returned +19.27% annual.
Over the past 5 years, GUT-P-C has had an average annual return of +1.51%, underperforming the benchmark SPY, which returned +12.50% annual.
Over the past 10 years, GUT-P-C has had an average annual return of +3.69%, underperforming the benchmark SPY, which returned +14.90% annual.
Since Jun 2, 2016, GUT-P-C has had an average annual return of +3.72%, underperforming the benchmark SPY, which returned +15.02% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.86% | -3.29% | +7.44% | +7.65% | -6.62% | +7.54% | +4.40% | +14.06% | +0.22% | +12.82% | -3.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.68% | +0.78% | +0.14% | +0.35% | -1.60% | -0.08% | -2.09% | -0.86% | |||||
| 2025 | +0.38% | -0.08% | -0.09% | -0.09% | -2.00% | -3.02% | -0.69% | +1.44% | +2.60% | -1.44% | +0% | -0.23% | -3.29% |
| 2024 | +0.92% | +0.94% | +0.95% | -0.66% | -0.74% | +1.86% | -1.40% | +5.12% | +1.39% | -2.25% | +1.93% | -0.64% | +7.44% |
| 2023 | +4.03% | -0.49% | +0.10% | +2.21% | +0.17% | +2.70% | -3.18% | -0.76% | -4.36% | +0.57% | +2.12% | +4.67% | +7.65% |
| 2022 | -3.01% | -1.02% | +0.27% | -2.50% | +3.26% | -0.18% | +1.72% | +1.39% | +0.37% | -5.88% | +1.54% | -2.43% | -6.62% |
| 2021 | +0.35% | -0.11% | +0.77% | +0.06% | +0.66% | +1.10% | +0.40% | +0.53% | +0.75% | +0.05% | -1.39% | +4.22% | +7.54% |
| 2020 | +0.65% | -0.85% | -3.20% | +3.18% | +0.53% | +0.86% | +0.29% | +1.62% | +0.90% | -0.35% | +1.08% | -0.28% | +4.40% |
| 2019 | +4.38% | +0.30% | +1.56% | +2.45% | -0.14% | +0.18% | +1.20% | +0.50% | +1.62% | +0.53% | +0.14% | +0.61% | +14.06% |
| 2018 | -2.33% | +0.43% | +1.37% | -0.19% | +0.91% | +2.63% | -1.26% | +1.22% | -1.39% | -1.01% | +1.30% | -1.33% | +0.22% |
| 2017 | +2.06% | +2.60% | +1.31% | +1.19% | +0.87% | +2.12% | +0.68% | -0.24% | +0.75% | -0.62% | +1.15% | +0.30% | +12.82% |
Drawdown analysis of Gabelli Utility Trust (GUT-P-C)
The maximum drawdown for the GUT-P-C was -17.04%, occurring on Mar 23, 2020. Recovery took 177 trading sessions.
The current GUT-P-C drawdown is -7.63%.
Since Jun 2, 2016 GUT-P-C has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.04% | Oct 18, 2019 | 106 | Mar 23, 2020 | 177 | Dec 2, 2020 | 283 |
| -10.55% | Aug 24, 2022 | 46 | Oct 28, 2022 | 167 | Jun 30, 2023 | 213 |
| -8.98% | Jul 3, 2023 | 67 | Oct 6, 2023 | 51 | Dec 19, 2023 | 118 |
| -8.96% | Apr 4, 2025 | 80 | Jul 31, 2025 | Ongoing | Ongoing | Ongoing |
| -8.88% | Sep 28, 2016 | 55 | Dec 15, 2016 | 79 | Apr 11, 2017 | 134 |
| -6.92% | Jan 12, 2022 | 64 | Apr 14, 2022 | 71 | Jul 28, 2022 | 135 |
| -5.42% | Dec 19, 2023 | 17 | Jan 16, 2024 | 7 | Jan 25, 2024 | 24 |
| -5.30% | Mar 7, 2024 | 26 | Apr 15, 2024 | 87 | Aug 19, 2024 | 113 |
| -5.14% | Jan 11, 2018 | 17 | Feb 6, 2018 | 91 | Jun 18, 2018 | 108 |
| -5.10% | Jul 10, 2018 | 114 | Dec 20, 2018 | 15 | Jan 14, 2019 | 129 |
| -3.49% | Jan 25, 2024 | 3 | Jan 30, 2024 | 24 | Mar 5, 2024 | 27 |
| -3.40% | Apr 8, 2019 | 28 | May 17, 2019 | 21 | Jun 18, 2019 | 49 |
| -3.29% | Mar 19, 2025 | 5 | Mar 26, 2025 | 7 | Apr 4, 2025 | 12 |
| -3.15% | Oct 22, 2021 | 27 | Dec 1, 2021 | 17 | Dec 27, 2021 | 44 |
| -3.03% | Mar 8, 2019 | 4 | Mar 14, 2019 | 17 | Apr 8, 2019 | 21 |
| -2.89% | Dec 28, 2021 | 7 | Jan 6, 2022 | 3 | Jan 11, 2022 | 10 |
| -2.85% | Jun 18, 2019 | 12 | Jul 5, 2019 | 46 | Sep 10, 2019 | 58 |
| -2.80% | Oct 17, 2024 | 9 | Oct 30, 2024 | 67 | Feb 7, 2025 | 76 |
| -2.49% | Feb 10, 2025 | 2 | Feb 12, 2025 | 24 | Mar 19, 2025 | 26 |
| -2.35% | Jul 28, 2022 | 1 | Jul 29, 2022 | 18 | Aug 24, 2022 | 19 |
| -2.13% | Dec 2, 2020 | 8 | Dec 14, 2020 | 98 | May 6, 2021 | 106 |
| -1.88% | Aug 17, 2021 | 2 | Aug 19, 2021 | 40 | Oct 15, 2021 | 42 |
| -1.78% | Oct 2, 2017 | 23 | Nov 2, 2017 | 20 | Dec 1, 2017 | 43 |
| -1.74% | Dec 18, 2017 | 5 | Dec 26, 2017 | 11 | Jan 11, 2018 | 16 |
| -1.71% | May 22, 2017 | 2 | May 24, 2017 | 13 | Jun 13, 2017 | 15 |