The total return over the past 12 months is +17.42% vs. +17.49% for the S&P 500. So far it's up +5.16% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +12.60% | +17.00% | (3.28%) | (1.63%) | +4.82% | +4.39% |
| Total Return CAGR | +17.42% | +23.22% | +1.31% | +2.01% | +8.43% | +7.90% |
| Revenue CAGR | (0.49%) | (8.29%) | +0.45% | +2.34% | +1.38% | +1.76% |
| Net Income CAGR | +60.53% | +38.29% | +4.97% | +5.33% | +6.60% | +7.06% |
| EPS CAGR | +61.64% | N/A | +4.32% | +6.87% | +4.66% | +4.90% |
| Free Cash Flow CAGR | (57.79%) | +13.20% | (19.18%) | (9.86%) | (0.25%) | +1.68% |
| Operating Cash Flow CAGR | (17.55%) | (1.50%) | (2.19%) | +0.03% | +4.49% | +6.30% |
| Dividends CAGR | 0.00% | +1.72% | +2.67% | +5.25% | +5.92% | +6.30% |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
UGI Corporation (UGI)
| Year | Start price | End price | UGI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | $37.43 | $38.54 | +5.16% | +11.72% | (6.56%) |
| 2025 | $28.23 | $37.43 | +38.33% | +17.72% | +20.61% |
| 2024 | $24.60 | $28.23 | +21.92% | +24.89% | (2.97%) |
| 2023 | $37.07 | $24.60 | (29.89%) | +26.19% | (56.08%) |
| 2022 | $45.91 | $37.07 | (16.18%) | (18.17%) | +1.99% |
| 2021 | $34.96 | $45.91 | +35.44% | +28.74% | +6.70% |
| 2020 | $45.16 | $34.96 | (19.42%) | +18.37% | (37.79%) |
| 2019 | $53.35 | $45.16 | (13.26%) | +31.22% | (44.48%) |
| 2018 | $46.95 | $53.35 | +15.94% | (4.56%) | +20.50% |
| 2017 | $46.08 | $46.95 | +3.98% | +21.70% | (17.72%) |
Start and end prices are split-adjusted closing prices. Total return includes reinvested dividends, so it can differ from the price change.
