Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UGI (UGI Corporation) | 32.80% | 59.26% | 1.51% | 6.74% | 3.72% | 5.66% | 4.79% | 9.07% |
Data as of 07/21/2025, AR inception is 02/21/1973
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGI (UGI Corporation) | 02/21/1973 | 07/21/2025 |
| 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 | 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 (%) | 1.05 | 59.26 | 1.51 | 6.74 | 3.72 | 5.66 | 4.79 | 9.07 | 32.80 | 21.93 | -29.83 | -16.13 | 35.43 | -19.36 | -13.24 | 15.95 | 3.99 | 39.52 | -8.67 | -6.13 | 30.49 | 15.27 | -3.61 | 35.05 | 2.33 | -7.66 | 2.71 | 36.30 | 107.02 | 25.03 | 111.65 | 30.09 | 26.46 | 32.93 | -13.95 | -18.98 | 31.01 | 7.83 | 1.84 | -9.44 | -7.22 | 20.50 | 24.81 | -15.96 | 28.45 | 17.16 | -0.49 | 21.30 | -7.14 | 28.17 | -11.80 | -22.97 | -20.53 | 19.55 | 60.58 | -26.34 | 23.18 | 39.81 | 35.00 | -31.03 | -20.00 |
| Sharpe Ratio | NA | 2.00 | -0.05 | 0.15 | 0.08 | NA | NA | 0.21 | 2.89 | 0.57 | -1.06 | -0.59 | 1.67 | -0.37 | -0.64 | 0.85 | 0.23 | 1.90 | -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 | 1.00 | -0.91 | 1.60 | 0.68 | -0.13 | 0.66 | -0.66 | 0.91 | -0.75 | -1.14 | -1.20 | 0.36 | 2.28 | -1.43 | 0.80 | 1.51 | 0.92 | -1.10 | -1.24 |
| Standard Deviation(%) | NA | 26.13 | 30.18 | 28.74 | 28.42 | NA | NA | 28.01 | 21.87 | 32.17 | 31.91 | 29.91 | 21.17 | 52.46 | 23.07 | 17.31 | 14.42 | 20.68 | 20.68 | 42.13 | 16.47 | 16.58 | 26.41 | 18.88 | 21.05 | 38.48 | 20.54 | 17.28 | 73.12 | 17.33 | 44.59 | 26.62 | 22.43 | 28.43 | 38.78 | 22.26 | 23.74 | 23.11 | 19.12 | 24.71 | 21.61 | 22.58 | 20.71 | 23.57 | 14.06 | 17.99 | 36.20 | 25.40 | 19.24 | 23.02 | 24.02 | 26.88 | 25.82 | 30.45 | 23.16 | 22.06 | 24.18 | 23.89 | 33.33 | 33.26 | 22.62 |
| Draw Down(%) | NA | 10.78 | 50.70 | 53.78 | 59.54 | NA | NA | 59.54 | 10.64 | 13.64 | 50.55 | 29.45 | 13.56 | 48.69 | 26.11 | 11.50 | 8.99 | 12.45 | 17.40 | 37.31 | 11.11 | 9.83 | 23.93 | 10.12 | 21.74 | 30.08 | 18.28 | 6.43 | 30.25 | 12.22 | 16.48 | 19.10 | 10.14 | 15.88 | 32.89 | 29.15 | 11.56 | 15.58 | 12.14 | 27.18 | 14.22 | 20.12 | 11.45 | 25.00 | 8.00 | 9.13 | 30.98 | 13.00 | 13.54 | 11.26 | 27.60 | 31.43 | 29.71 | 33.62 | 17.86 | 28.34 | 15.42 | 10.61 | 16.52 | 40.48 | 28.57 |
| Yield(%) | 0.00 | 6.19 | 3.62 | 4.33 | 3.45 | 6.10 | 5.08 | 19.85 | 2.65 | 6.02 | 3.90 | 3.12 | 3.92 | 2.94 | 2.32 | 2.17 | 2.15 | 2.78 | 2.37 | 3.04 | 3.36 | 3.66 | 3.24 | 3.86 | 3.21 | 2.81 | 2.67 | 3.31 | 3.32 | 3.60 | 4.50 | 5.29 | 6.45 | 7.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/21/2025, AR inception is 02/21/1973
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGI (UGI Corporation) |
-21.00%
Nov 1980 - Nov 1983 |
-14.48%
Nov 2018 - Nov 2023 |
-4.57%
Jun 2014 - Jun 2024 |
1.00%
Nov 1980 - Nov 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGI (UGI Corporation) |
111.76%
Jul 2002 - Jul 2005 |
72.75%
Jun 2000 - Jun 2005 |
33.88%
Mar 1999 - Mar 2009 |
28.31%
Mar 1999 - Mar 2014 |
Annualized Rolling Returns Comparison Chart