UTG, Inc. (UTGN)

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The chart shows the growth of an initial investment of $10,000 in UTG, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

UTG, Inc. (UTGN) has returned 7.08% so far this year and 59.46% over the past 12 months. Looking at the last ten years, UTGN has achieved an annualized return of 14.38%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Aug 14, 2012, UTGN's average daily return is +0.07%, while the average monthly return is +1.20%. At this rate, your investment would double in approximately 4.8 years.

Historically, 49% of months were positive and 51% were negative. The best month was Jun 2023 with a return of +28.8%, while the worst month was Jul 2023 at -23.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, UTGN closed higher 10% of trading days. The best single day was Jun 20, 2023 with a return of +30.9%, while the worst single day was Jul 18, 2023 at -23.4%.

UTG, Inc. has an annualized alpha of 19.55%, beta of 0.04, and R² of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 15, 2012.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (44.46%) than losses (9.54%) — typical of diversified or defensive assets.
• Beta of 0.04 may look defensive, but with R² of 0.00 this stock is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R² of 0.00 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UTGN ranks 89 for risk / return — in the top 89% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for UTG, Inc. (UTGN) and compare them to a chosen benchmark (S&P 500 Index).

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the UTG, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the UTG, Inc. was 42.21%, occurring on Jun 9, 2022. Recovery took 738 trading sessions.

The current UTG, Inc. drawdown is 1.34%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of UTG, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how UTG, Inc. is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.