Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGP (Ultrapar Participações S.A.) | 30.24% | 79.57% | 15.49% | 6.96% | 3.09% | 3.93% | 19.92% | … | … |
Data as of 06/04/2026, Common starting date is 10/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGP (Ultrapar Participações S.A.) | 10/07/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.88 | 79.57 | 15.49 | 6.96 | 3.09 | 3.93 | 19.92 | … | … | 30.24 | 56.29 | -50.30 | 128.78 | -4.62 | -39.50 | -26.68 | 89.70 | -38.89 | 12.42 | 39.20 | -18.02 | -17.19 | 8.84 | 32.72 | 340.56 | 41.65 | 114.61 | -32.22 | 52.98 | 75.22 | -26.82 | 63.45 | 98.33 | -8.75 | 17.04 | -24.91 | 4.55 |
| Sharpe Ratio | NA | 2.26 | 0.48 | 0.20 | 0.04 | NA | NA | … | … | 3.50 | 1.33 | -1.53 | 3.33 | -0.11 | -0.78 | -0.30 | 1.08 | -0.87 | 0.44 | 1.20 | -0.55 | -0.51 | 0.37 | 1.31 | 2.42 | 1.50 | 2.85 | -0.41 | 1.37 | 2.14 | -0.78 | 1.92 | 3.60 | -0.25 | 0.38 | -0.73 | 0.32 |
| Standard Deviation(%) | NA | 36.43 | 36.50 | 42.72 | 53.03 | NA | NA | … | … | 32.89 | 40.22 | 35.35 | 38.01 | 53.67 | 50.97 | 88.17 | 81.63 | 46.53 | 26.96 | 32.61 | 33.01 | 33.44 | 23.98 | 25.10 | 140.75 | 27.67 | 40.13 | 81.29 | 36.44 | 33.75 | 37.43 | 32.46 | 27.10 | 39.31 | 38.76 | 40.14 | 53.03 |
| Draw Down(%) | NA | 16.27 | 58.58 | 58.58 | 68.93 | NA | NA | … | … | 15.22 | 16.27 | 58.42 | 13.95 | 29.49 | 49.89 | 68.93 | 32.70 | 64.22 | 14.44 | 20.99 | 36.99 | 31.11 | 20.91 | 16.74 | 19.66 | 15.56 | 14.24 | 62.57 | 22.05 | 24.93 | 30.57 | 33.35 | 11.28 | 44.00 | 40.37 | 37.83 | 15.24 |
| Yield(%) | 0.00 | 7.61 | 4.39 | 3.06 | 1.56 | 2.28 | 9.69 | … | … | 0.00 | 11.35 | 2.31 | 3.26 | 4.50 | 2.60 | 0.86 | 1.99 | 1.81 | 2.62 | 3.16 | 2.58 | 2.67 | 2.76 | 3.05 | 3.48 | 2.89 | 3.89 | 4.58 | 1.80 | 6.93 | 3.38 | 5.08 | 5.18 | 4.10 | 21.46 | 2.88 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGP (Ultrapar Participações S.A.) |
-24.93%
Dec 2019 – Dec 2022 |
-15.79%
Sep 2017 – Sep 2022 |
-6.56%
Feb 2013 – Feb 2023 |
3.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGP (Ultrapar Participações S.A.) |
160.31%
Feb 2009 – Feb 2012 |
92.57%
Oct 2008 – Oct 2013 |
57.24%
Jul 2002 – Jul 2012 |
36.87%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart