Utilities
VS
Sixty Forty
Total Return by Period
Updated: Dec 30, 2025
| Name | 1 Day | 1 Week | 28 Days | 90 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | -0.11% | -0.01% | 0.45% | 1.51% | 10.68% | 44.86% | 32.41% | 103.30% |
| Utilities | 0.23% | 0.80% | -51.12% | -51.21% | -43.29% | -39.06% | -31.48% | -0.74% |
Total Return by Year
| Name | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 14.66% | 17.59% | -16.75% | 14.16% | 15.99% | 21.78% | -3.03% | 14.04% | 8.75% | 0.46% |
| Utilities | 23.23% | -7.18% | 1.50% | 17.61% | 0.30% | 25.87% | 3.98% | 12.00% | 16.02% | -4.89% |
10 Year Performance
| Name | Total Return | Annualized Return | CAGR | Max Drawdown | Sharpe Ratio | Sortino Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|
| Sixty Forty | 103.30% | 7.77% | 7.37% | -39.65% | 0.42 | 0.51 | 0.20 | 0.07 |
| Utilities | -0.74% | 3.76% | -0.07% | -116.52% | 0.03 | 0.03 | 0.03 | 0.11 |
Total Return
No Taxes, No Rebalancing.