UTG vs. HSTIX
Compare and contrast key facts about Reaves Utility Income Trust (UTG) and Homestead Stock Index Fund (HSTIX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTG or HSTIX.
Key characteristics
| UTG | HSTIX | |
|---|---|---|
| YTD Return | 29.82% | 23.35% |
| 1Y Return | 41.85% | 34.90% |
| 3Y Return (Ann) | 7.76% | 10.53% |
| 5Y Return (Ann) | 5.51% | 15.69% |
| 10Y Return (Ann) | 9.77% | 13.46% |
| Sharpe Ratio | 2.85 | 2.78 |
| Sortino Ratio | 3.94 | 3.71 |
| Omega Ratio | 1.51 | 1.51 |
| Calmar Ratio | 1.72 | 2.82 |
| Martin Ratio | 15.50 | 17.20 |
| Ulcer Index | 2.71% | 2.03% |
| Daily Std Dev | 14.72% | 12.52% |
| Max Drawdown | -67.72% | -55.58% |
| Current Drawdown | -0.48% | -0.30% |
Correlation
The correlation between UTG and HSTIX is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UTG vs. HSTIX - Performance Comparison
In the year-to-date period, UTG achieves a 29.82% return, which is significantly higher than HSTIX's 23.35% return. Over the past 10 years, UTG has underperformed HSTIX with an annualized return of 9.77%, while HSTIX has yielded a comparatively higher 13.46% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
UTG vs. HSTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Reaves Utility Income Trust (UTG) and Homestead Stock Index Fund (HSTIX). 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.
Dividends
UTG vs. HSTIX - Dividend Comparison
UTG's dividend yield for the trailing twelve months is around 6.94%, more than HSTIX's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTG Reaves Utility Income Trust | 6.94% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.54% | 9.42% | 7.29% | 5.53% | 6.85% |
HSTIX Homestead Stock Index Fund | 1.27% | 1.39% | 1.91% | 2.13% | 1.40% | 1.99% | 1.98% | 0.89% | 1.51% | 1.66% | 1.41% | 1.33% |
Drawdowns
UTG vs. HSTIX - Drawdown Comparison
The maximum UTG drawdown since its inception was -67.72%, which is greater than HSTIX's maximum drawdown of -55.58%. Use the drawdown chart below to compare losses from any high point for UTG and HSTIX. For additional features, visit the drawdowns tool.
Volatility
UTG vs. HSTIX - Volatility Comparison
Reaves Utility Income Trust (UTG) has a higher volatility of 4.96% compared to Homestead Stock Index Fund (HSTIX) at 3.03%. This indicates that UTG's price experiences larger fluctuations and is considered to be riskier than HSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.