Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UGI HVAC ENTERPRISES, INC. SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.81% | 5.50% | 8.39% | 6.36% | 6.69% | 6.10% | 5.77% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGI HVAC ENTERPRISES, INC. SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 22.81 | 5.50 | 8.39 | 6.36 | 6.69 | 6.10 | 5.77 | NA | 10.16 | 13.96 | -7.58 | 8.67 | 16.07 | 12.30 | -6.34 | 11.18 | 4.06 | 1.99 | 2.63 | 11.18 | 10.32 | 1.55 | 8.00 | 19.17 | -20.80 | 9.25 | 12.25 | 5.65 | 8.60 | 22.55 | -7.16 | -5.66 |
| Sharpe Ratio | NA | 0.54 | 0.13 | 0.47 | 0.47 | NA | NA | 0.43 | 0.06 | 0.42 | 1.30 | -0.76 | 0.97 | 0.87 | 1.50 | -0.86 | 2.37 | 0.45 | 0.23 | 0.39 | 1.90 | 1.77 | 0.14 | 0.83 | 1.46 | -1.27 | 0.80 | 1.36 | 0.69 | 0.98 | 2.55 | -0.72 | -0.75 |
| Standard Deviation(%) | NA | 8.53 | 9.49 | 11.68 | 9.88 | NA | NA | 9.73 | 7.72 | 8.58 | 7.50 | 11.82 | 8.91 | 18.24 | 7.26 | 8.95 | 4.45 | 8.54 | 8.39 | 6.63 | 5.87 | 5.81 | 10.71 | 9.50 | 13.08 | 17.14 | 7.80 | 6.60 | 5.05 | 7.84 | 8.58 | 11.50 | 10.56 |
| Draw Down(%) | NA | 6.12 | 14.77 | 20.48 | 20.48 | NA | NA | 32.12 | 0.63 | 6.12 | 6.49 | 14.77 | 4.88 | 20.48 | 3.92 | 12.66 | 1.45 | 7.76 | 8.29 | 5.05 | 5.52 | 5.14 | 8.86 | 8.67 | 13.90 | 30.09 | 5.13 | 6.73 | 3.45 | 6.10 | 7.87 | 16.56 | 16.39 |
| Yield(%) | NA | 3.38 | 2.88 | 2.37 | 2.33 | NA | NA | 2.81 | NA | 0.52 | 3.84 | 2.35 | 1.93 | 2.47 | 0.82 | 0.83 | 0.44 | 2.95 | 4.45 | 4.07 | 2.58 | 2.74 | 3.31 | 2.55 | 2.87 | 3.10 | 4.24 | 3.14 | 3.07 | 3.06 | 3.20 | 2.68 | 3.32 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGI HVAC ENTERPRISES, INC. SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.93%
Feb 2006 - Feb 2009 |
-0.38%
Feb 2004 - Feb 2009 |
3.88%
Mar 2010 - Mar 2020 |
3.86%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGI HVAC ENTERPRISES, INC. SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
15.05%
Feb 2009 - Feb 2012 |
12.45%
Feb 2009 - Feb 2014 |
7.88%
Feb 2009 - Feb 2019 |
7.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart