UTG vs. TRIN
Compare and contrast key facts about Reaves Utility Income Trust (UTG) and Trinity Capital Inc. (TRIN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTG or TRIN.
Key characteristics
| UTG | TRIN | |
|---|---|---|
| YTD Return | 18.09% | 3.57% |
| 1Y Return | 24.23% | 11.11% |
| 3Y Return (Ann) | 1.49% | 9.84% |
| Sharpe Ratio | 1.61 | 0.59 |
| Daily Std Dev | 15.06% | 17.42% |
| Max Drawdown | -67.72% | -43.12% |
| Current Drawdown | 0.00% | -4.82% |
Fundamentals
| UTG | TRIN |
|---|
Correlation
The correlation between UTG and TRIN is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UTG vs. TRIN - Performance Comparison
In the year-to-date period, UTG achieves a 18.09% return, which is significantly higher than TRIN's 3.57% 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. TRIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Reaves Utility Income Trust (UTG) and Trinity Capital Inc. (TRIN). 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. TRIN - Dividend Comparison
UTG's dividend yield for the trailing twelve months is around 7.58%, less than TRIN's 14.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UTG Reaves Utility Income Trust | 7.58% | 8.53% | 8.07% | 6.35% | 6.59% | 5.69% | 6.86% | 6.54% | 9.42% | 7.14% | 5.36% | 6.67% |
TRIN Trinity Capital Inc. | 14.68% | 14.00% | 21.28% | 7.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UTG vs. TRIN - Drawdown Comparison
The maximum UTG drawdown since its inception was -67.72%, which is greater than TRIN's maximum drawdown of -43.12%. Use the drawdown chart below to compare losses from any high point for UTG and TRIN. For additional features, visit the drawdowns tool.
Volatility
UTG vs. TRIN - Volatility Comparison
The current volatility for Reaves Utility Income Trust (UTG) is 3.77%, while Trinity Capital Inc. (TRIN) has a volatility of 4.85%. This indicates that UTG experiences smaller price fluctuations and is considered to be less risky than TRIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UTG vs. TRIN - Financials Comparison
This section allows you to compare key financial metrics between Reaves Utility Income Trust and Trinity Capital Inc.. 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