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Virtus Reaves Utilities ETF (UTES)

69.69 +2.26 (+3.35%)
At close: 4:00 PM EST

Performance Overview: UTES

Trailing returns as of 11/20/2024. Category is Utilities.

YTD Return

UTES
53.05%
Category
24.58%

1-Year Return

UTES
57.40%
Category
35.15%

3-Year Return

UTES
16.99%
Category
7.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UTES
Category
YTD
45.74%
24.58%
1-Month
0.50%
-1.21%
3-Month
19.04%
9.06%
1-Year
55.61%
35.15%
3-Year
15.77%
7.73%
5-Year
11.78%
6.92%
10-Year
0.00%
7.97%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
UTES
Category
2023
-2.44%
-4.36%
2022
0.79%
-0.52%
2021
20.74%
15.52%
2020
-0.25%
0.89%
2019
25.46%
22.87%
2018
5.20%
2.76%
2017
13.51%
11.83%
2016
15.67%
13.75%

ETF Summary

The fund invests not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of companies in the Utility Sector ("Utility Sector Companies"). The manager considers a company to be a "Utility Sector Company" if at least 50% of the company's assets or customers are committed to, or at least 50% of the company's revenues, gross income or profits derive from, the provision of products, services or equipment for the generation or distribution of electricity, gas or water. The fund is non-diversified.

ETF Overview

Category Utilities
Fund Family Virtus
Net Assets 228.09M
YTD Daily Total Return 53.05%
Yield 1.59%
Legal Type Exchange Traded Fund

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