UTES ETF

$76.97

Returns Overview

1 Month
-7.81%
3 Months
-5.33%
6 Months
-1.17%
YTD
-3.82%
1 Year
+9.51%
3 Years (annualized)
+23.68%
5 Years (annualized)
+17.00%
10 Years (annualized)
+12.09%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UTES have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

-7.81%

3 Months Performance

-5.33%

6 Months Performance

-1.17%

1 Year Performance

+9.51%

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This ETF (YTD)
-3.82%
Peer Avg (YTD)
+10.15%
vs Peers
-13.96%

UTES ETF Performance

UTES performance across multiple time periods: 1-month -7.81%, YTD -3.82%, 1-year 9.51%, 3-year 23.68%, 5-year 17.00%, 10-year 12.09%.

UTES returns trail the peer average of 10.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this ETF.

UTES performance comparison shows side-by-side returns with another fund. UTES alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-7.81%Jun 29, 2026 to Jul 29, 2026
3 Months-5.33%Apr 29, 2026 to Jul 29, 2026
6 Months-1.17%Jan 29, 2026 to Jul 29, 2026
1 Year+9.51%N/A
3 Years+23.68%N/A
5 Years+17.00%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized