Reaves Utility Income Fund (UTG)

41.28 +0.43 (+1.05%) USD  |  NYAM  |  Feb 24, 16:00
41.26 -0.02 (-0.05%) After-Hours: 20:00
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UTG Historical Sortino (3Y)

Historical Sortino (3Y) Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (3Y) Range, Past 5 Years

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Historical Sortino (3Y) Benchmarks

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DNP Select Income Fund Inc. Upgrade
Gabelli Utility Trust Upgrade
Duff & Phelps Utility and Infrastructure Fund Inc Upgrade
Virtus Reaves Utilities ETF Upgrade
ALPS Electrification Infrastructure ETF --

Historical Sortino (3Y) Related Metrics

Alpha (3Y) Upgrade
Beta (3Y) Upgrade
Alpha (vs YCharts Benchmark) (3Y) Upgrade
Beta (vs YCharts Benchmark) (3Y) Upgrade
Annualized Standard Deviation of Monthly Returns (3Y Lookback) Upgrade
Historical Sharpe Ratio (3Y) Upgrade
Max Drawdown (3Y) Upgrade
Monthly Value at Risk (VaR) 5% (3Y Lookback) Upgrade