Performance analysis of UGI (UGI)
Annual Return
Over the past 3 years, UGI has had an average annual return of +17.48%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, UGI has had an average annual return of +0.41%, underperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, UGI has had an average annual return of +1.52%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Nov 1, 1999, UGI has had an average annual return of +9.80%, outperforming the benchmark SPY, which returned +8.46% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.22% | +38.33% | +21.92% | -29.89% | -16.18% | +35.44% | -19.42% | -13.26% | +15.94% | +3.98% | +39.51% | -8.68% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -6.14% | +30.48% | +15.27% | -3.61% | +35.05% | +2.33% | -7.67% | +2.71% | +36.31% | +3.51% | +25.03% | +40.39% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| +30.09% | +26.46% | +32.90% | -12.77% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.16% | -6.73% | -1.64% | -0.91% | -3.24% | -0.00874% | +6.34% | +0.22% | |||||
| 2025 | +8.86% | +11.16% | -2.09% | -0.85% | +9.97% | +2.05% | -0.66% | -4.26% | -2.93% | +0.51% | +18.31% | -4.43% | +38.33% |
| 2024 | -10.00% | +10.57% | +1.80% | +4.16% | -0.39% | -8.56% | +8.21% | +0.53% | +2.01% | -4.44% | +27.02% | -5.81% | +21.92% |
| 2023 | +7.45% | -6.53% | -5.69% | -2.53% | -17.44% | -2.27% | +0.07% | -6.71% | -7.23% | -9.57% | +5.72% | +13.67% | -29.89% |
| 2022 | -1.22% | -15.24% | -4.85% | -5.30% | +24.61% | -8.84% | +11.78% | -8.48% | -17.39% | +9.28% | +9.40% | -3.20% | -16.18% |
| 2021 | +2.95% | +6.45% | +7.92% | +6.58% | +5.35% | +1.30% | -0.69% | +0.70% | -7.24% | +1.85% | -4.98% | +12.15% | +35.44% |
| 2020 | -7.91% | -13.34% | -25.25% | +13.16% | +5.50% | +0.94% | +4.84% | +3.57% | -3.52% | -1.94% | +9.71% | -0.54% | -19.42% |
| 2019 | +6.90% | -3.73% | +1.43% | -1.64% | -5.32% | +4.08% | -4.34% | -4.10% | +3.29% | -5.17% | -8.64% | +4.46% | -13.26% |
| 2018 | -2.51% | -5.86% | +3.67% | +8.94% | +4.30% | +3.71% | +2.06% | +1.71% | +3.13% | -4.36% | +8.27% | -6.72% | +15.94% |
| 2017 | +0.63% | +4.01% | +2.94% | +1.54% | +2.03% | -4.94% | +4.26% | -2.10% | -4.67% | +2.13% | +2.40% | -3.70% | +3.98% |
Drawdown analysis of UGI (UGI)
The maximum drawdown for the UGI was -59.58%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current UGI drawdown is -14.53%.
Since Nov 1, 1999 UGI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 4 times
- 20% or more: 6 times
- 10% or more: 18 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -59.58% | Dec 7, 2018 | 323 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -40.14% | Sep 5, 2014 | 128 | Mar 11, 2015 | 557 | May 25, 2017 | 685 |
| -30.25% | Aug 3, 2005 | 103 | Dec 29, 2005 | 332 | Apr 27, 2007 | 435 |
| -30.09% | Jun 30, 2008 | 72 | Oct 10, 2008 | 384 | Apr 22, 2010 | 456 |
| -23.93% | Apr 4, 2011 | 126 | Oct 3, 2011 | 248 | Sep 26, 2012 | 374 |
| -20.59% | Nov 1, 1999 | 90 | Mar 10, 2000 | 108 | Aug 14, 2000 | 198 |
| -19.10% | Jul 1, 2002 | 15 | Jul 23, 2002 | 12 | Aug 8, 2002 | 27 |
| -18.28% | Jun 4, 2007 | 47 | Aug 9, 2007 | 219 | Jun 23, 2008 | 266 |
| -16.68% | Jun 16, 2017 | 163 | Feb 8, 2018 | 76 | May 30, 2018 | 239 |
| -16.48% | Jun 4, 2003 | 43 | Aug 5, 2003 | 110 | Jan 12, 2004 | 153 |
| -12.23% | Dec 19, 2001 | 34 | Feb 8, 2002 | 28 | Mar 21, 2002 | 62 |
| -12.22% | Jan 14, 2004 | 80 | May 10, 2004 | 71 | Aug 20, 2004 | 151 |
| -11.74% | Dec 28, 2000 | 20 | Jan 29, 2001 | 54 | Apr 17, 2001 | 74 |
| -11.11% | May 21, 2013 | 22 | Jun 21, 2013 | 18 | Jul 18, 2013 | 40 |
| -11.02% | Aug 1, 2013 | 26 | Sep 9, 2013 | 100 | Jan 31, 2014 | 126 |
| -10.56% | Sep 29, 2000 | 19 | Oct 26, 2000 | 38 | Dec 20, 2000 | 57 |
| -10.14% | Sep 5, 2001 | 11 | Sep 26, 2001 | 12 | Oct 12, 2001 | 23 |
| -10.12% | May 3, 2010 | 16 | May 25, 2010 | 41 | Jul 23, 2010 | 57 |
| -8.32% | Apr 19, 2002 | 33 | Jun 6, 2002 | 17 | Jul 1, 2002 | 50 |
| -7.86% | Oct 18, 2012 | 18 | Nov 15, 2012 | 9 | Nov 29, 2012 | 27 |
| -7.50% | Nov 5, 2002 | 23 | Dec 9, 2002 | 35 | Jan 30, 2003 | 58 |
| -7.22% | Oct 3, 2002 | 4 | Oct 9, 2002 | 8 | Oct 21, 2002 | 12 |
| -6.83% | Jul 27, 2010 | 12 | Aug 12, 2010 | 21 | Sep 13, 2010 | 33 |
| -6.74% | Mar 3, 2011 | 9 | Mar 16, 2011 | 12 | Apr 1, 2011 | 21 |
| -6.46% | Jun 4, 2001 | 15 | Jun 25, 2001 | 28 | Aug 3, 2001 | 43 |