UTG, Inc. (UTGN)

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UTG, Inc. (UTGN) is down 0.2% since the beginning of the year. At $55 per share, UTGN is trading 16.3% below its 52-week high of $66. Investors who bought $1,000 worth of UTGN shares 5 years ago would now be looking at an investment worth $2,115.

UTG, Inc. (UTGN) has returned -0.18% so far this year and 48.61% over the past 12 months. Over the last decade, UTGN has posted an annualized return of 13.99%, slightly higher than the S&P 500 Index benchmark’s 13.88%.

Based on dividend-adjusted daily data since Aug 14, 2012, UTGN's average daily return is +0.07%, while the average monthly return is +1.14%. At this rate, an investment would double in approximately 5.1 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 11% 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 18.60%, beta of 0.04, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since August 14, 2012.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (39.71%) than losses (8.30%) - 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 83 for risk / return — in the top 83% 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 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 11.29%.

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.