Utilities

Since 2006, this portfolio has returned 30.8%, underperforming the market by 145.8%.

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Utilities
S&P 500

Annual Return: 2.3% S&P 500: 6.9%
Year To Date: 9.3% S&P 500: 3.5%
Beta: 0.68 Accuracy: 56.2%
Full Return History

Portfolio Holdings

Ticker Date Added Return
BKH 3/9/2018 19.66%
NWE 5/4/2018 9.40%
CWT 6/1/2018 5.78%

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All-Time Top Performers

Validea subscribers got advance notice on these remarkable stock moves.

Tickers with ** denote stocks that no longer trade due to a corporate action, such as a buyout or merger.
Ticker Return
AES 110.28%
SBS 98.54%
** 65.91%
** 46.11%
DM 45.53%