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The Best Utilities Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Utilities Equities mutual funds.


Category is Utilities Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
American Century Utilities FundUtilities EquitiesFeb 28, 19930.65%
9.21%
7.29%
10.45%
75
Duff & Phelps Utility and Infrastructure Fund IncUtilities EquitiesJul 27, 20112.26%
16.75%
8.85%
5.75%
85
Allspring Utilities and High Income FundUtilities EquitiesApr 30, 20040.93%
6.54%
7.27%
8.00%
66
Allspring Utility and Telecommunications FundUtilities EquitiesJan 3, 19941.04%
5.22%
11.11%
5.75%
53
Fidelity Telecom and Utilities FundUtilities EquitiesNov 27, 19870.60%
8.42%
9.99%
3.26%
16
Franklin Utilities Fund Class AUtilities EquitiesSep 30, 19480.81%
9.81%
7.41%
71
Franklin Utilities FundUtilities EquitiesSep 29, 19480.72%
9.83%
10.13%
7.50%
77
Franklin Utilities Fund Class RUtilities EquitiesJan 2, 20021.07%
9.76%
9.75%
7.22%
74
Fidelity Select Utilities PortfolioUtilities EquitiesDec 9, 19810.74%
7.24%
12.09%
6.16%
72
Gabelli Utilities FundUtilities EquitiesAug 30, 19991.39%
8.26%
6.60%
15.77%
71
Hennessy Gas Utility FundUtilities EquitiesMay 9, 19891.00%
13.22%
10.04%
10.11%
66
The Gabelli Utility TrustUtilities EquitiesFeb 25, 19990.01%
1.82%
9.37%
10.02%
81
MFS Utilities FundUtilities EquitiesFeb 13, 19920.99%
8.62%
9.37%
3.52%
79
PGIM Jennison Utility FundUtilities EquitiesJan 21, 19900.83%
7.09%
11.26%
10.60%
51
Rydex Utilities FundUtilities EquitiesApr 2, 20001.39%
7.44%
8.31%
1.74%
65
Vanguard Utilities Index Fund Admiral SharesUtilities EquitiesApr 28, 20040.10%
7.79%
9.59%
2.57%
66

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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