SOR vs. UTG

In the year-to-date period, SOR achieves a 0.33% return, which is significantly lower than UTG's 11.72% return. Over the past 10 years, SOR has underperformed UTG with an annualized return of 8.79%, while UTG has yielded a comparatively higher 9.74% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Source Capital, Inc. (SOR) and Reaves Utility Income Trust (UTG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current SOR Sharpe Ratio is 0.88, which is lower than the UTG Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of SOR and UTG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SOR's dividend yield for the trailing twelve months is around 12.11%, more than UTG's 6.59% yield.

The maximum SOR drawdown since its inception was -65.92%, roughly equal to the maximum UTG drawdown of -67.70%. Use the drawdown chart below to compare losses from any high point for SOR and UTG.

The current volatility for Source Capital, Inc. (SOR) is 3.07%, while Reaves Utility Income Trust (UTG) has a volatility of 4.02%. This indicates that SOR experiences smaller price fluctuations and is considered to be less risky than UTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Source Capital, Inc. and Reaves Utility Income Trust. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.