Performance analysis of Star Group L.P. (SGU)
Annual Return
Over the past 3 years, SGU has had an average annual return of +2.73%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, SGU has had an average annual return of +9.47%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, SGU has had an average annual return of +9.85%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, SGU has had an average annual return of +5.41%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.47% | +8.96% | +6.32% | +0.69% | +18.91% | +20.50% | +5.51% | +6.65% | -8.99% | +4.14% | +51.53% | +27.90% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +22.81% | +37.10% | -9.69% | -2.96% | +37.04% | +88.48% | -39.80% | +12.77% | +89.24% | -75.03% | -67.11% | +47.15% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +2.42% | +34.48% | +55.09% | -16.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +8.30% | +1.66% | -4.44% | +4.79% | -0.95% | +2.07% | +11.47% | ||||||
| 2025 | +4.35% | +9.69% | +1.23% | -4.14% | -3.94% | -2.17% | +1.57% | -0.43% | +1.55% | -0.67% | +3.72% | -1.33% | +8.96% |
| 2024 | -0.49% | -3.36% | -8.33% | +16.56% | -6.70% | -0.84% | +5.58% | +4.25% | +1.82% | -3.76% | +13.75% | -8.85% | +6.32% |
| 2023 | +0.34% | +5.19% | +3.18% | +5.61% | +3.47% | -2.43% | +0.57% | -13.49% | +2.56% | -0.87% | +9.69% | -10.62% | +0.69% |
| 2022 | -1.72% | -6.61% | +13.84% | -2.45% | -5.90% | -8.75% | +8.99% | -6.60% | -11.53% | +10.41% | -1.02% | +38.03% | +18.91% |
| 2021 | +2.98% | +0.73% | +9.97% | +1.35% | -1.32% | +7.18% | +6.55% | -6.87% | -7.20% | +12.78% | -13.21% | +9.34% | +20.50% |
| 2020 | -0.60% | -3.23% | -14.25% | +2.60% | +1.74% | +11.01% | +8.99% | +4.03% | -0.51% | -1.61% | +1.16% | -1.67% | +5.51% |
| 2019 | -0.80% | +7.65% | -2.54% | +0.15% | +2.11% | +3.10% | -2.47% | -4.37% | +2.94% | -0.59% | +1.08% | +0.75% | +6.65% |
| 2018 | -0.32% | -12.35% | +0.54% | +5.21% | -4.01% | +5.04% | -0.73% | -0.52% | +2.20% | -0.95% | +0.74% | -3.01% | -8.99% |
| 2017 | +1.40% | -11.94% | -3.36% | +3.04% | +6.62% | +8.51% | +2.32% | -0.55% | +3.94% | -1.45% | -6.77% | +4.17% | +4.14% |
Drawdown analysis of Star Group L.P. (SGU)
The maximum drawdown for the SGU was -95.67%, occurring on Nov 17, 2005. Recovery took 3945 trading sessions.
The current SGU drawdown is -4.76%.
Since Nov 1, 1999 SGU has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 8 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.67% | Mar 18, 2004 | 422 | Nov 17, 2005 | 3945 | Jul 23, 2021 | 4367 |
| -30.84% | Jun 9, 2023 | 201 | Mar 28, 2024 | 463 | Feb 3, 2026 | 664 |
| -28.41% | Nov 26, 2001 | 164 | Jul 23, 2002 | 122 | Jan 15, 2003 | 286 |
| -27.67% | Jul 28, 2021 | 294 | Sep 27, 2022 | 54 | Dec 13, 2022 | 348 |
| -21.37% | Nov 3, 1999 | 28 | Dec 14, 1999 | 124 | Jun 12, 2000 | 152 |
| -16.11% | Jul 27, 2001 | 34 | Sep 20, 2001 | 16 | Oct 12, 2001 | 50 |
| -14.32% | Jan 20, 2023 | 9 | Feb 2, 2023 | 38 | Mar 29, 2023 | 47 |
| -10.42% | Sep 18, 2000 | 35 | Nov 6, 2000 | 34 | Dec 26, 2000 | 69 |
| -8.71% | Jan 9, 2004 | 2 | Jan 13, 2004 | 19 | Feb 10, 2004 | 21 |
| -8.29% | Jun 17, 2003 | 2 | Jun 19, 2003 | 12 | Jul 8, 2003 | 14 |
| -8.23% | Feb 5, 2026 | 30 | Mar 20, 2026 | 33 | May 7, 2026 | 63 |
| -7.49% | Jul 11, 2003 | 3 | Jul 16, 2003 | 62 | Oct 13, 2003 | 65 |
| -7.30% | May 5, 2023 | 8 | May 17, 2023 | 13 | Jun 6, 2023 | 21 |
| -6.69% | May 7, 2026 | 15 | May 29, 2026 | Ongoing | Ongoing | Ongoing |
| -6.25% | Feb 4, 2003 | 4 | Feb 10, 2003 | 49 | Apr 22, 2003 | 53 |
| -6.10% | May 15, 2001 | 6 | May 23, 2001 | 43 | Jul 25, 2001 | 49 |
| -6.02% | May 1, 2001 | 1 | May 2, 2001 | 7 | May 11, 2001 | 8 |
| -5.61% | Dec 14, 2022 | 3 | Dec 19, 2022 | 4 | Dec 23, 2022 | 7 |
| -5.06% | Jun 15, 2000 | 12 | Jul 3, 2000 | 5 | Jul 11, 2000 | 17 |
| -4.82% | Mar 30, 2023 | 5 | Apr 6, 2023 | 5 | Apr 14, 2023 | 10 |
| -4.31% | Jul 31, 2000 | 6 | Aug 8, 2000 | 4 | Aug 14, 2000 | 10 |
| -4.21% | Mar 26, 2001 | 2 | Mar 28, 2001 | 6 | Apr 5, 2001 | 8 |
| -4.17% | Jan 16, 2001 | 2 | Jan 18, 2001 | 10 | Feb 1, 2001 | 12 |
| -4.10% | May 28, 2003 | 1 | May 29, 2003 | 7 | Jun 9, 2003 | 8 |
| -3.62% | Dec 26, 2000 | 2 | Dec 28, 2000 | 1 | Dec 29, 2000 | 3 |