Performance analysis of Unitil (UTL)
Annual Return
Over the past 3 years, UTL has had an average annual return of +0.58%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UTL has had an average annual return of +0.60%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, UTL has had an average annual return of +5.16%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, UTL has had an average annual return of +7%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.02% | -7.45% | +6.34% | +5.64% | +15.04% | +7.30% | -25.94% | +25.30% | +14.49% | +3.69% | +30.83% | +1.83% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +25.41% | +23.22% | -5.11% | +31.95% | +5.28% | +18.91% | -23.72% | +18.10% | +6.55% | -6.38% | +15.39% | +11.49% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +13.16% | -5.41% | -22.17% | +32.41% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.10% | +3.71% | -0.13% | +0.42% | -3.74% | -1.14% | +4.02% | ||||||
| 2025 | -1.14% | +5.56% | +2.83% | +1.68% | -5.75% | -4.89% | -1.09% | -8.12% | +1.92% | +1.86% | +4.01% | -3.56% | -7.45% |
| 2024 | -9.61% | +8.19% | +2.73% | -2.69% | +5.83% | -3.18% | +18.32% | -0.88% | +0.46% | -4.44% | +4.43% | -9.71% | +6.34% |
| 2023 | +1.58% | +4.94% | +5.01% | -2.54% | -4.54% | -3.76% | +2.62% | -5.42% | -12.52% | +6.93% | +7.06% | +8.44% | +5.64% |
| 2022 | +2.07% | +8.43% | -1.21% | +2.25% | +14.17% | +1.57% | -6.73% | -4.22% | -10.83% | +13.48% | +4.77% | -6.31% | +15.04% |
| 2021 | -7.90% | +3.54% | +9.20% | +26.13% | -4.17% | -3.43% | -0.09% | -5.56% | -13.75% | -2.41% | +0.15% | +10.98% | +7.30% |
| 2020 | -0.21% | -8.14% | -7.13% | -3.84% | -3.45% | -6.95% | -3.73% | -1.30% | -8.44% | -10.58% | +19.56% | +8.29% | -25.94% |
| 2019 | +3.59% | +5.40% | -1.35% | +5.06% | +0.56% | +5.33% | -2.20% | +3.73% | +5.08% | -1.84% | -1.36% | +1.28% | +25.30% |
| 2018 | -3.09% | -4.10% | +10.40% | +4.70% | +0.11% | +5.74% | -0.25% | +0.02% | +0.69% | -6.66% | +7.52% | -0.12% | +14.49% |
| 2017 | +0.95% | -1.77% | +0.97% | +7.55% | -1.00% | +1.53% | +5.05% | -1.03% | -0.80% | +5.14% | +1.17% | -12.67% | +3.69% |
Drawdown analysis of Unitil (UTL)
The maximum drawdown for the UTL was -48.36%, occurring on Nov 6, 2020. Recovery took 414 trading sessions.
The current UTL drawdown is -15.89%.
Since Nov 1, 1999 UTL has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 17 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.36% | Feb 14, 2020 | 185 | Nov 6, 2020 | 414 | Jul 1, 2022 | 599 |
| -38.74% | Sep 6, 2007 | 380 | Mar 11, 2009 | 560 | May 31, 2011 | 940 |
| -32.03% | Dec 29, 1999 | 405 | Aug 7, 2001 | 794 | Oct 7, 2004 | 1199 |
| -28.26% | Apr 6, 2023 | 122 | Oct 2, 2023 | 198 | Jul 17, 2024 | 320 |
| -25.86% | Sep 17, 2024 | 243 | Sep 8, 2025 | Ongoing | Ongoing | Ongoing |
| -25.08% | Jul 1, 2022 | 68 | Oct 7, 2022 | 124 | Apr 6, 2023 | 192 |
| -19.53% | Nov 30, 2017 | 45 | Feb 6, 2018 | 93 | Jun 20, 2018 | 138 |
| -15.45% | Jul 21, 2016 | 57 | Oct 11, 2016 | 30 | Nov 22, 2016 | 87 |
| -14.50% | Mar 29, 2016 | 17 | Apr 21, 2016 | 49 | Jun 30, 2016 | 66 |
| -13.97% | Aug 16, 2005 | 91 | Dec 23, 2005 | 293 | Feb 27, 2007 | 384 |
| -13.50% | Jan 29, 2015 | 25 | Mar 6, 2015 | 147 | Oct 5, 2015 | 172 |
| -11.19% | Sep 17, 2018 | 34 | Nov 2, 2018 | 59 | Jan 31, 2019 | 93 |
| -11.01% | Jul 17, 2012 | 85 | Nov 16, 2012 | 58 | Feb 12, 2013 | 143 |
| -10.95% | Jul 19, 2013 | 33 | Sep 5, 2013 | 34 | Oct 23, 2013 | 67 |
| -10.84% | Dec 29, 2004 | 64 | Apr 1, 2005 | 53 | Jun 16, 2005 | 117 |
| -10.46% | Oct 22, 2015 | 36 | Dec 14, 2015 | 31 | Jan 29, 2016 | 67 |
| -10.41% | Dec 27, 2011 | 94 | May 11, 2012 | 45 | Jul 17, 2012 | 139 |
| -9.34% | Jun 25, 2014 | 67 | Sep 30, 2014 | 20 | Oct 28, 2014 | 87 |
| -8.95% | Jul 30, 2007 | 16 | Aug 21, 2007 | 8 | Aug 31, 2007 | 24 |
| -8.93% | May 20, 2013 | 22 | Jun 20, 2013 | 16 | Jul 15, 2013 | 38 |
| -8.21% | Oct 4, 2019 | 25 | Nov 8, 2019 | 51 | Jan 24, 2020 | 76 |
| -7.66% | Aug 1, 2024 | 5 | Aug 8, 2024 | 26 | Sep 16, 2024 | 31 |
| -7.44% | Aug 9, 2011 | 38 | Oct 3, 2011 | 1 | Oct 4, 2011 | 39 |
| -7.38% | Dec 29, 2014 | 9 | Jan 12, 2015 | 12 | Jan 29, 2015 | 21 |
| -7.31% | Nov 8, 1999 | 4 | Nov 12, 1999 | 2 | Nov 16, 1999 | 6 |