Over the latest trailing 12-month period, total return cagr is -1.18%. The comparable SPY value is +22.80%. Year-to-date total return is -6.46%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in UGI
$216,544
(21.7x return)
Invested on Aug 7, 1996
Growth of $10,000 in SPY (S&P 500)
$193,689
(19.4x return)
Invested on Aug 7, 1996
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.
YTD Total Return
-6.5%
1-Year Total Return
-1.2%
Current Dividend Yield
4.38%
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 | (5.2%) | (1.2%) | +4.1% |
| 3 Years | +11.9% | +17.9% | +5.9% |
| 5 Years | (6.1%) | (1.6%) | +4.5% |
| 10 Years | (2.9%) | +0.7% | +3.6% |
| 15 Years | +4.2% | +7.8% | +3.6% |
| 20 Years |
| +3.7% |
| +7.2% |
| +3.5% |
