UTES ETF

$81.57

Returns Overview

1 Month
+1.75%
3 Months
-1.61%
6 Months
-0.17%
YTD
+1.62%
1 Year
+30.42%
3 Years
+27.24%
5 Years
+20.13%
10 Years
+14.31%

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

+1.75%

3 Months Performance

-1.61%

6 Months Performance

-0.17%

1 Year Performance

+30.42%

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This ETF (YTD)
+1.62%
Peer Avg (YTD)
+10.42%
vs Peers
-8.80%

UTES ETF Performance

UTES performance across multiple time periods: 1-month 1.75%, YTD 1.62%, 1-year 30.42%, 3-year 27.24%, 5-year 20.13%, 10-year 14.31%.

UTES returns trail the peer average of 10.42% 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+1.75%Apr 22, 2026 to May 22, 2026
3 Months-1.61%Feb 23, 2026 to May 22, 2026
6 Months-0.17%Nov 24, 2025 to May 22, 2026
1 Year+30.42%N/A
3 Years+27.24%N/A
5 Years+20.13%N/A

All returns shown are total returns, not annualized