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UTL: UNITIL Corporation (STOCK)
Basic Info 51.23 1.1(2.19%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/07/1985 |
| Last Dividend Date: | 05/14/2026 |
| 12-Mo. Yield | 3.47% |
| Expenses | - |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/07/1985 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | 7.8 | -0.2 | 2.6 | 1.3 | 5.5 | 8.4 | 8.1 | 8.1 | -7.4 | 6.3 | 5.6 | 15.0 | 7.3 | -25.9 | 25.3 | 14.5 | 3.7 | 30.8 | 1.9 | 25.4 | 23.2 | -3.9 | 31.9 | 5.2 | 18.9 | -23.6 | 18.2 | 6.5 | -6.4 | 15.4 | 10.0 | 11.8 | -6.7 | -22.2 | 40.5 | 4.6 | 21.6 | -4.2 | 28.5 | -16.7 | 8.3 | 14.5 | 18.3 | -11.5 | 22.8 | 2.6 | 2.2 | 19.8 | 47.7 |
| Sharpe Ratio | NA | 0.76 | -0.13 | -0.03 | -0.05 | 0.14 | NA | NA | 0.26 | -0.46 | 0.11 | 0.09 | 0.42 | 0.27 | -0.51 | 1.3 | 0.69 | 0.19 | 1.32 | 0.1 | 1.68 | 1.56 | -0.25 | 1.31 | 0.24 | 0.64 | -0.84 | 0.8 | 0.23 | -0.61 | 0.9 | 0.5 | 0.55 | -0.4 | -0.9 | 1.23 | 0.05 | 0.92 | -0.33 | 1.58 | -0.84 | 0.32 | 0.76 | 1.41 | -1.44 | 1.13 | -0.18 | -0.13 | 0.68 | 2.87 |
| Draw Down(%) | NA | 10.8 | 15.6 | 25.8 | 28.3 | 48.4 | NA | NA | 48.4 | 23.7 | 13.3 | 28.3 | 25.1 | 27.6 | 48.4 | 8.2 | 11.2 | 15.5 | 15.5 | 13.5 | 9.3 | 11.0 | 10.4 | 7.4 | 18.4 | 16.0 | 30.0 | 17.9 | 8.0 | 14.0 | 9.2 | 11.7 | 18.9 | 14.0 | 27.6 | 18.4 | 20.8 | 10.2 | 25.9 | 9.2 | 18.5 | 16.7 | 12.2 | 3.9 | 17.3 | 10.1 | 11.3 | 13.9 | 22.0 | 7.5 |
| Standard Deviation(%) | NA | 21.9 | 21.7 | 22.9 | 25.1 | 27.2 | NA | NA | 22.0 | 22.3 | 24.1 | 23.4 | 32.3 | 26.9 | 50.8 | 18.4 | 19.2 | 16.3 | 23.2 | 17.9 | 15.1 | 14.8 | 15.9 | 24.2 | 21.5 | 29.5 | 29.3 | 18.9 | 13.7 | 14.2 | 16.1 | 18.6 | 19.3 | 23.6 | 29.3 | 30.1 | 22.2 | 19.4 | 23.3 | 15.5 | 23.5 | 19.3 | 15.6 | 10.2 | 11.7 | 14.9 | 12.6 | 15.5 | 22.6 | 19.4 |
| Treynor Ratio | NA | -0.89 | -0.47 | -0.03 | -0.04 | 0.07 | NA | NA | 0.18 | -0.83 | 0.05 | 0.03 | 0.43 | 0.13 | -0.28 | 0.83 | 0.51 | 0.04 | 0.58 | 0.04 | 0.43 | 0.29 | -0.08 | 0.48 | 0.08 | 0.57 | -3.16 | -16.82 | -1.12 | -0.99 | 2.57 | 1.34 | 0.93 | -6.72 | -2.17 | 1.53 | 0.09 | 4.84 | -0.29 | -6.79 | -0.39 | 0.52 | 29.87 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.08 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.02 | -0.04 | -0.02 | -0.03 | 0.1 | -0.01 | -0.16 | 0.06 | 0.06 | -0.03 | 0.09 | 0.01 | 0.07 | 0.0 | -0.04 | 0.11 | -0.01 | 0.05 | -0.08 | 0.06 | 0.02 | -0.03 | 0.06 | 0.03 | 0.06 | -0.03 | -0.09 | 0.12 | 0.0 | 0.07 | -0.04 | 0.09 | -0.07 | 0.03 | 0.05 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | -0.19 | 0.06 | 0.26 | 0.33 | 0.55 | NA | NA | 0.32 | 0.12 | 0.59 | 0.59 | 0.32 | 0.57 | 0.94 | 0.29 | 0.26 | 0.69 | 0.52 | 0.51 | 0.59 | 0.79 | 0.5 | 0.66 | 0.62 | 0.33 | 0.08 | -0.01 | -0.03 | 0.09 | 0.06 | 0.07 | 0.11 | 0.01 | 0.12 | 0.24 | 0.13 | 0.04 | 0.27 | -0.04 | 0.51 | 0.12 | 0.0 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.01 | 0.0 | 0.03 | 0.05 | 0.14 | NA | NA | 0.06 | 0.01 | 0.1 | 0.12 | 0.06 | 0.08 | 0.42 | 0.04 | 0.05 | 0.09 | 0.1 | 0.19 | 0.21 | 0.36 | 0.17 | 0.44 | 0.29 | 0.1 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.02 | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.9 | 3.5 | 3.3 | 3.0 | 3.8 | 5.9 | 6.0 | N/A | 3.4 | 3.2 | 3.2 | 3.4 | 3.5 | 2.5 | 3.1 | 3.3 | 3.1 | 4.0 | 3.8 | 4.6 | 5.2 | 4.8 | 6.0 | 6.0 | 6.7 | 5.0 | 5.4 | 5.5 | 5.0 | 5.3 | 5.5 | 5.9 | 5.2 | 4.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -47.2 | 5.7 | 13.4 | 14.1 | 13.7 | 42.9 | 229.8 | N/A | 5.9 | 4.9 | 3.8 | 2.6 | 1.3 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/1985
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