TRIN vs. UTG
TRIN (Trinity Capital Inc.) and UTG (Reaves Utility Income Trust) are both stocks. Both operate in the Asset Management industry within the Financial Services sector. Over the past 5 years, TRIN returned 19.01%/yr vs 11.38%/yr for UTG. At a 0.27 correlation, their price movements are largely independent.
Performance
TRIN vs. UTG - Performance Comparison
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Returns By Period
In the year-to-date period, TRIN achieves a 23.86% return, which is significantly higher than UTG's 16.36% return.
TRIN
- 1D
- 1.78%
- 1M
- 2.31%
- YTD
- 23.86%
- 6M
- 26.92%
- 1Y
- 38.78%
- 3Y*
- 27.60%
- 5Y*
- 19.01%
- 10Y*
- —
UTG
- 1D
- -0.41%
- 1M
- -3.43%
- YTD
- 16.36%
- 6M
- 14.22%
- 1Y
- 27.80%
- 3Y*
- 24.23%
- 5Y*
- 11.38%
- 10Y*
- 10.63%
TRIN vs. UTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TRIN Trinity Capital Inc. | 23.86% | 16.01% | 14.83% | 53.97% | -26.60% | 27.12% |
UTG Reaves Utility Income Trust | 16.36% | 23.24% | 28.10% | 2.84% | -13.38% | 15.21% |
Correlation
The correlation between TRIN and UTG is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.19 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.28 |
Correlation (All Time) Calculated using the full available price history since Feb 1, 2021 | 0.27 |
The correlation between TRIN and UTG shifts across timeframes, from 0.19 (1 year) to 0.30 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
TRIN:
$1.44B
UTG:
$3.75B
TRIN:
$2.07
UTG:
$18.20
TRIN:
8.32
UTG:
2.29
TRIN:
4.64
UTG:
7.14
TRIN:
1.23
UTG:
1.06
TRIN:
$276.05M
UTG:
$525.39M
TRIN:
$219.75M
UTG:
$228.88M
TRIN:
$195.35M
UTG:
$1.71B
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Return for Risk
TRIN vs. UTG — Risk / Return Rank
TRIN
UTG
TRIN vs. UTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Trinity Capital Inc. (TRIN) 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.
| TRIN | UTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.29 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 2.41 | +0.19 |
| Martin ratioReturn relative to average drawdown | 6.53 | 5.37 | +1.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRIN | UTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.94 | 1.68 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.68 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.49 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.48 | +0.17 |
Drawdowns
TRIN vs. UTG - Drawdown Comparison
The maximum TRIN drawdown since its inception was -43.12%, smaller than the maximum UTG drawdown of -67.77%. Use the drawdown chart below to compare losses from any high point for TRIN and UTG.
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Drawdown Indicators
| TRIN | UTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.12% | -67.77% | +24.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.99% | -11.59% | -3.40% |
Max Drawdown (3Y)Largest decline over 3 years | -15.58% | -15.03% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -43.12% | -26.54% | -16.58% |
Max Drawdown (10Y)Largest decline over 10 years | — | -47.91% | — |
Current DrawdownCurrent decline from peak | -0.58% | -3.92% | +3.34% |
Average DrawdownAverage peak-to-trough decline | -8.94% | -8.74% | -0.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.95% | 5.19% | +0.76% |
Volatility
TRIN vs. UTG - Volatility Comparison
Trinity Capital Inc. (TRIN) has a higher volatility of 6.65% compared to Reaves Utility Income Trust (UTG) at 6.01%. This indicates that TRIN's price experiences larger fluctuations and is considered to be riskier than UTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRIN | UTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 6.01% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 15.55% | 12.72% | +2.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.07% | 16.66% | +3.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.59% | 16.81% | +9.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.82% | 21.59% | +5.23% |
Dividends
TRIN vs. UTG - Dividend Comparison
TRIN's dividend yield for the trailing twelve months is around 13.85%, more than UTG's 5.72% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIN Trinity Capital Inc. | 13.85% | 13.92% | 14.10% | 14.04% | 21.32% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UTG Reaves Utility Income Trust | 5.72% | 6.42% | 7.19% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.21% | 9.02% | 6.86% |
Financials
TRIN vs. UTG - Financials Comparison
This section allows you to compare key financial metrics between Trinity 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.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
TRIN and UTG have a correlation of 0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRIN has higher volatility (6.65%) compared to UTG (6.01%). In terms of maximum drawdown, TRIN dropped -43.12% vs UTG's -67.77%.
TRIN currently has the higher Sharpe Ratio (1.94 vs 1.68), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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