Total Return:17.87%(TTM)
Over the latest trailing 12-month period, total return cagr is +17.87%. The comparable SPY value is +20.46%. Year-to-date total return is +12.52%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SGU
$44,828
(4.5x return)
Invested on Jun 28, 1996
Growth of $10,000 in SPY (S&P 500)
$185,698
(18.6x return)
Invested on Jun 28, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+12.5%
1-Year Total Return
+17.9%
Current Dividend Yield
6.11%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +10.9% | +17.9% | +7.0% |
| 3 Years | (1.6%) | +4.3% | +6.0% |
| 5 Years | +2.8% | +8.9% | +6.1% |
| 10 Years | +4.2% | +9.9% | +5.7% |
| 15 Years | +6.1% | +12.1% | +6.0% |
| 20 Years | +8.6% | +14.2% | +5.6% |
About Star Group, L.P.
Star Group, L.P., together with its subsidiaries, provides home heating oil and propane products and services to residential and commercial customers in the United States. It offers gasoline and diesel fuel; and installs, maintains, and repairs heating and air conditioning equipment and ancillary services. As of September 30, 2025, the company served approximately 406,400 full-service residential and commercial home heating oil and propane customers and 63,200 customers on a delivery only basis. It sells gasoline and diesel fuel to approximately 27,700 customers. The company was formerly known as Star Gas Partners, L.P. and changed its name to Star Group, L.P. in October 2017. The company was incorporated in 1995 and is based in Stamford, Connecticut.
- Sector
- Energy
- Industry
- Oil & Gas Refining & Marketing
- CEO
- Jeffrey Woosnam