Utilities
VS
Harry Brown Permanent


Total Return by Period

Updated: Feb 20, 2026

Name1 Day1 Week28 Days90 Days1 Year3 Years5 Years10 Years
Harry Brown Permanent0.54%0.45%0.99%6.81%21.23%50.79%39.37%91.39%
Utilities0.48%-0.37%8.86%-47.44%-42.27%-31.06%-24.56%-0.96%

Total Return by Year

Name2024202320222021202020192018201720162015
Harry Brown Permanent11.39%11.40%-13.69%28.48%16.49%16.54%-1.62%10.63%5.99%
Utilities23.23%-7.18%1.50%17.61%0.30%25.87%3.98%12.00%16.02%

10 Year Performance

NameTotal ReturnAnnualized ReturnCAGRMax DrawdownSharpe RatioSortino RatioCalmar RatioUlcer Index
Harry Brown Permanent91.39%6.80%6.72%-29.15%0.500.670.230.06
Utilities-0.96%3.74%-0.10%-109.09%0.030.030.030.13

Total Return

No Taxes, No Rebalancing.

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