Performance analysis of Ultrapar Participacoes S.A. (UGP)
Annual Return
Over the past 3 years, UGP has had an average annual return of +15.82%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, UGP has had an average annual return of +7.03%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, UGP has had an average annual return of -3.74%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, UGP has had an average annual return of +10.36%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +29.97% | +57.04% | -50.31% | +128.80% | -4.62% | -39.52% | -26.68% | -5.05% | -38.85% | +12.44% | +39.30% | -18.15% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -17.25% | +8.79% | +32.72% | +10.16% | +41.71% | +114.62% | -30.46% | +55.25% | +75.05% | -14.09% | +63.62% | +98.53% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -6.05% | +16.35% | -25.33% | +9.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +26.79% | +5.65% | +9.11% | +8.71% | -13.52% | -5.41% | +29.97% | ||||||
| 2025 | +7.98% | +0.70% | +10.75% | +2.27% | -9.52% | +15.09% | -6.71% | +21.27% | +12.33% | -3.41% | +3.79% | -3.88% | +57.04% |
| 2024 | +5.35% | +3.68% | -2.04% | -12.24% | -11.75% | -11.74% | +0.77% | +6.64% | -6.73% | -6.70% | -18.51% | -10.85% | -50.31% |
| 2023 | +7.85% | -1.98% | +7.48% | +5.13% | +15.33% | +18.73% | +0.51% | -6.54% | +0.82% | +9.26% | +26.93% | +6.48% | +128.80% |
| 2022 | +8.33% | +1.75% | +5.37% | -11.88% | +15.53% | -21.67% | +5.96% | +6.83% | -17.67% | +19.18% | +3.83% | -10.70% | -4.62% |
| 2021 | -11.92% | -12.53% | +12.03% | +1.57% | -5.41% | +2.45% | -9.04% | -16.99% | -3.57% | -13.70% | +9.87% | +3.12% | -39.52% |
| 2020 | -6.07% | -28.49% | -41.45% | +9.88% | +19.10% | +6.60% | +6.20% | -2.22% | -2.84% | -16.96% | +33.10% | +19.84% | -26.68% |
| 2019 | +16.54% | -10.71% | -14.03% | -10.29% | -2.98% | +0.77% | -0.57% | -22.23% | +11.75% | +4.47% | +8.57% | +23.47% | -5.05% |
| 2018 | +12.63% | -9.14% | -5.90% | -19.89% | -22.52% | -11.77% | -7.26% | -5.62% | -9.39% | +27.43% | +3.98% | +10.35% | -38.85% |
| 2017 | +0.96% | -0.91% | +11.03% | -2.42% | +3.97% | +2.04% | +0.59% | -0.45% | +2.32% | +0.29% | -10.46% | +6.26% | +12.44% |
Drawdown analysis of Ultrapar Participacoes S.A. (UGP)
The maximum drawdown for the UGP was -83.27%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current UGP drawdown is -50.04%.
Since Nov 1, 1999 UGP has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 5 times
- 20% or more: 9 times
- 10% or more: 20 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.27% | Jan 25, 2018 | 542 | Mar 23, 2020 | Ongoing | Ongoing | Ongoing |
| -62.59% | May 13, 2008 | 105 | Oct 10, 2008 | 230 | Sep 10, 2009 | 335 |
| -51.03% | Jan 19, 2000 | 430 | Oct 8, 2001 | 435 | Jul 1, 2003 | 865 |
| -50.23% | Oct 22, 2013 | 565 | Jan 21, 2016 | 506 | Jan 24, 2018 | 1071 |
| -33.35% | Jan 12, 2004 | 92 | May 24, 2004 | 58 | Aug 17, 2004 | 150 |
| -27.47% | Jun 20, 2005 | 133 | Dec 28, 2005 | 60 | Mar 27, 2006 | 193 |
| -25.02% | Oct 9, 2007 | 84 | Feb 8, 2008 | 65 | May 13, 2008 | 149 |
| -24.93% | May 8, 2006 | 46 | Jul 13, 2006 | 64 | Oct 12, 2006 | 110 |
| -20.96% | May 20, 2013 | 63 | Aug 19, 2013 | 39 | Oct 14, 2013 | 102 |
| -19.83% | Jul 23, 2007 | 18 | Aug 16, 2007 | 19 | Sep 13, 2007 | 37 |
| -19.66% | Apr 8, 2011 | 83 | Aug 8, 2011 | 18 | Sep 1, 2011 | 101 |
| -17.67% | Sep 1, 2011 | 14 | Sep 22, 2011 | 22 | Oct 24, 2011 | 36 |
| -16.74% | Mar 1, 2012 | 59 | May 24, 2012 | 44 | Jul 27, 2012 | 103 |
| -15.92% | Feb 17, 2005 | 36 | Apr 12, 2005 | 46 | Jun 16, 2005 | 82 |
| -15.86% | Dec 2, 2009 | 116 | May 20, 2010 | 34 | Jul 9, 2010 | 150 |
| -15.24% | Dec 14, 1999 | 8 | Dec 27, 1999 | 16 | Jan 19, 2000 | 24 |
| -13.58% | Nov 8, 2011 | 12 | Nov 25, 2011 | 31 | Jan 11, 2012 | 43 |
| -13.46% | Jul 30, 2012 | 58 | Oct 19, 2012 | 66 | Jan 29, 2013 | 124 |
| -13.36% | Feb 22, 2007 | 7 | Mar 5, 2007 | 16 | Mar 27, 2007 | 23 |
| -10.55% | Oct 1, 2004 | 17 | Oct 26, 2004 | 7 | Nov 4, 2004 | 24 |
| -9.95% | Dec 6, 2004 | 25 | Jan 11, 2005 | 17 | Feb 4, 2005 | 42 |
| -9.84% | Nov 4, 2010 | 17 | Nov 30, 2010 | 64 | Mar 3, 2011 | 81 |
| -9.67% | Apr 3, 2007 | 45 | Jun 7, 2007 | 10 | Jun 21, 2007 | 55 |
| -9.21% | Nov 3, 2003 | 8 | Nov 13, 2003 | 12 | Dec 2, 2003 | 20 |
| -9.04% | Nov 5, 1999 | 8 | Nov 17, 1999 | 10 | Dec 2, 1999 | 18 |