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UGI: UGI Corporation (STOCK)
Basic Info 35.4 0.2(0.57%) July 03
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/21/1973 |
| Last Dividend Date: | 06/16/2025 |
| 12-Mo. Yield | 6.65% |
| Expenses | - |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/21/1973 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | 1973 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 28.2 | 65.2 | 1.4 | 7.0 | 3.8 | 5.8 | 4.5 | 8.9 | 21.9 | -29.8 | -16.1 | 35.4 | -19.4 | -13.2 | 16.0 | 4.0 | 39.5 | -8.7 | -6.1 | 30.5 | 15.3 | -3.6 | 35.0 | 2.3 | -7.7 | 2.7 | 36.3 | 107.0 | 25.0 | 111.6 | 30.1 | 26.5 | 32.9 | -13.9 | -19.0 | 31.0 | 7.8 | 1.8 | -9.4 | -7.2 | 20.5 | 24.8 | -16.0 | 28.5 | 17.2 | -0.5 | 21.3 | -7.1 | 28.2 | -11.8 | -23.0 | -20.5 | 19.5 | 60.6 | -26.3 | 23.2 | 39.8 | 35.0 | -31.0 | -20.0 |
| Sharpe Ratio | NA | 2.74 | 2.35 | -0.06 | 0.17 | 0.08 | NA | NA | 0.2 | 0.57 | -1.06 | -0.59 | 1.67 | -0.37 | -0.64 | 0.85 | 0.23 | 1.9 | -0.42 | -0.15 | 1.85 | 0.93 | -0.14 | 1.85 | 0.11 | -0.22 | -0.02 | 1.91 | 1.43 | 1.39 | 2.49 | 1.09 | 1.09 | 1.01 | -0.45 | -1.01 | 1.15 | 0.18 | -0.11 | -0.51 | -0.43 | 0.79 | 1.0 | -0.91 | 1.6 | 0.68 | -0.13 | 0.66 | -0.66 | 0.91 | -0.75 | -1.14 | -1.2 | 0.36 | 2.28 | -1.43 | 0.8 | 1.51 | 0.92 | -1.1 | -1.24 |
| Draw Down(%) | NA | 10.6 | 10.8 | 50.7 | 53.8 | 59.5 | NA | NA | 59.5 | 13.6 | 50.6 | 29.4 | 13.6 | 48.7 | 26.1 | 11.5 | 9.0 | 12.4 | 17.4 | 37.3 | 11.1 | 9.8 | 23.9 | 10.1 | 21.7 | 30.1 | 18.3 | 6.4 | 30.3 | 12.2 | 16.5 | 19.1 | 10.1 | 15.9 | 32.9 | 29.1 | 11.6 | 15.6 | 12.1 | 27.2 | 14.2 | 20.1 | 11.4 | 25.0 | 8.0 | 9.1 | 31.0 | 13.0 | 13.5 | 11.3 | 27.6 | 31.4 | 29.7 | 33.6 | 17.9 | 28.3 | 15.4 | 10.6 | 16.5 | 40.5 | 28.6 |
| Standard Deviation(%) | NA | 22.3 | 26.3 | 30.2 | 28.8 | 28.4 | NA | NA | 28.0 | 32.2 | 31.9 | 29.9 | 21.2 | 52.5 | 23.1 | 17.3 | 14.4 | 20.7 | 20.7 | 42.1 | 16.5 | 16.6 | 26.4 | 18.9 | 21.1 | 38.5 | 20.5 | 17.3 | 73.1 | 17.3 | 44.6 | 26.6 | 22.4 | 28.4 | 38.8 | 22.3 | 23.7 | 23.1 | 19.1 | 24.7 | 21.6 | 22.6 | 20.7 | 23.6 | 14.1 | 18.0 | 36.2 | 25.4 | 19.2 | 23.0 | 24.0 | 26.9 | 25.8 | 30.4 | 23.2 | 22.1 | 24.2 | 23.9 | 33.3 | 33.3 | 22.6 |
| Treynor Ratio | NA | 1.45 | 1.5 | -0.03 | 0.07 | 0.03 | NA | NA | 0.1 | 0.53 | -0.28 | -0.25 | 0.61 | -0.18 | -0.28 | 0.47 | 0.06 | 0.57 | -0.12 | -0.08 | 0.32 | 0.29 | -0.04 | 0.52 | 0.05 | -0.12 | -0.01 | 0.46 | 1.51 | 0.46 | 1.17 | 0.5 | 0.63 | 1.17 | -0.58 | -0.62 | 0.51 | 0.07 | -0.18 | -0.25 | -0.44 | 3.66 | 0.55 | -0.73 | 0.8 | 0.47 | -0.06 | 0.61 | -1.02 | 0.56 | -0.83 | -1.02 | -0.59 | 0.19 | -6.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.17 | 0.18 | -0.03 | 0.0 | -0.01 | NA | NA | 0.02 | 0.06 | -0.23 | -0.01 | 0.07 | -0.13 | -0.11 | 0.07 | -0.03 | 0.11 | -0.03 | -0.03 | 0.0 | 0.03 | -0.02 | 0.08 | -0.03 | 0.1 | 0.0 | 0.08 | 0.4 | 0.07 | 0.24 | 0.17 | 0.12 | 0.12 | -0.06 | -0.12 | 0.05 | -0.01 | -0.01 | -0.04 | -0.04 | 0.07 | 0.04 | -0.07 | 0.06 | 0.04 | -0.01 | 0.07 | -0.05 | 0.09 | -0.07 | -0.13 | -0.08 | 0.02 | 0.17 | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.42 | 0.41 | 0.66 | 0.67 | 0.76 | NA | NA | 0.59 | 0.35 | 1.21 | 0.71 | 0.58 | 1.07 | 0.53 | 0.31 | 0.61 | 0.69 | 0.75 | 0.77 | 0.94 | 0.54 | 0.89 | 0.68 | 0.46 | 0.7 | 0.56 | 0.72 | 0.69 | 0.52 | 0.95 | 0.58 | 0.39 | 0.25 | 0.3 | 0.36 | 0.53 | 0.58 | 0.12 | 0.51 | 0.21 | 0.05 | 0.38 | 0.29 | 0.28 | 0.26 | 0.76 | 0.28 | 0.12 | 0.37 | 0.22 | 0.3 | 0.52 | 0.56 | -0.08 | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.21 | 0.09 | 0.14 | 0.16 | 0.25 | NA | NA | 0.11 | 0.02 | 0.25 | 0.33 | 0.13 | 0.51 | 0.08 | 0.09 | 0.08 | 0.19 | 0.32 | 0.06 | 0.4 | 0.17 | 0.62 | 0.42 | 0.36 | 0.54 | 0.19 | 0.17 | 0.0 | 0.11 | 0.09 | 0.32 | 0.14 | 0.04 | 0.02 | 0.11 | 0.16 | 0.09 | 0.0 | 0.04 | 0.01 | 0.0 | 0.07 | 0.04 | 0.07 | 0.06 | 0.48 | 0.03 | 0.01 | 0.04 | 0.02 | 0.04 | 0.09 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.7 | 6.7 | 3.9 | 4.5 | 3.6 | 6.3 | 4.9 | N/A | 6.0 | 3.9 | 3.1 | 3.9 | 2.9 | 2.3 | 2.2 | 2.2 | 2.8 | 2.4 | 3.0 | 3.4 | 3.7 | 3.2 | 3.9 | 3.2 | 2.8 | 2.7 | 3.3 | 3.3 | 3.6 | 4.5 | 5.3 | 6.4 | 7.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -50.0 | 0.0 | 10.4 | 36.1 | 99.1 | 254.0 | 807.2 | N/A | 1.0 | 4.2 | 4.4 | 3.8 | 8.7 | 17.5 | 4.3 | 4.9 | 4.6 | 9.7 | 10.2 | 4.5 | 3.9 | 8.4 | 19.8 | 3.8 | 4.6 | 4.9 | 5.0 | 8.5 | 7.3 | 4.3 | 3.2 | 3.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/21/1973
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