Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTGN (UTG Inc) | -3.81% | 43.20% | 22.97% | 14.87% | 12.69% | 10.56% | 9.98% | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTGN (UTG Inc) | 01/30/2002 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 43.20 | 22.97 | 14.87 | 12.69 | 10.56 | 9.98 | … | … | -3.81 | 86.44 | -2.03 | 20.15 | -7.87 | 2.68 | -25.35 | 9.23 | 30.00 | 40.85 | 20.34 | 3.51 | 11.76 | -3.77 | 10.42 | 17.65 | 13.33 | 8.43 | -13.54 | 19.25 | 14.18 | 33.02 | -11.67 | -14.29 | 12.00 |
| Sharpe Ratio | NA | 1.41 | 0.56 | 0.31 | 0.29 | NA | NA | … | … | -0.10 | 2.08 | -0.50 | 0.34 | -0.19 | 0.05 | -0.49 | 0.23 | 0.95 | 1.28 | 1.13 | 0.09 | 0.39 | -0.12 | 0.70 | 0.61 | 0.30 | 0.12 | -0.35 | 0.26 | 0.21 | 0.44 | -0.42 | -0.40 | 0.17 |
| Standard Deviation(%) | NA | 32.70 | 38.16 | 41.96 | 40.17 | NA | NA | … | … | 30.63 | 41.04 | 17.43 | 46.92 | 48.61 | 60.00 | 51.68 | 34.64 | 30.33 | 31.50 | 17.82 | 39.21 | 29.84 | 32.80 | 14.95 | 28.70 | 43.97 | 68.42 | 40.69 | 63.05 | 51.28 | 69.73 | 30.00 | 37.85 | 68.93 |
| Draw Down(%) | NA | 17.74 | 35.78 | 35.78 | 42.21 | NA | NA | … | … | 17.74 | 13.51 | 22.47 | 23.38 | 24.70 | 27.76 | 30.56 | 13.65 | 13.27 | 13.33 | 9.35 | 24.42 | 15.61 | 31.94 | 8.79 | 11.76 | 13.37 | 44.44 | 31.63 | 24.10 | 22.75 | 22.96 | 19.05 | 22.67 | 39.09 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTGN (UTG Inc) |
-14.14%
Mar 2006 – Mar 2009 |
-6.76%
Oct 2019 – Oct 2024 |
4.49%
Jan 2006 – Jan 2016 |
5.92%
Apr 2007 – Apr 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTGN (UTG Inc) |
35.72%
Mar 2009 – Mar 2012 |
24.51%
Nov 2013 – Nov 2018 |
19.66%
Mar 2009 – Mar 2019 |
13.52%
Dec 2004 – Dec 2019 |
Annualized Rolling Returns Comparison Chart