UGI Corporation (UGI) Total Return CAGR:-2.98%(TTM)
Over the latest trailing 12-month period, UGI Corporation (UGI)'s total return cagr is -2.98%. The comparable SPY value is +26.64%. Year-to-date total return is -7.80%. Total return includes price appreciation and reinvested dividends.
Over longer horizons, UGI Corporation's Total Return CAGR averages 13.59% over 3 years and -1.30% over 5 years. Total return includes dividends reinvested. The total return CAGR includes both price appreciation and dividends reinvested. This gives a more complete picture of UGI Corporation's investment performance.
UGI Total Return CAGR Chart
UGI Corporation (UGI)
UGI Quarterly Total Return (YoY)
Total Return Index growth vs the same quarter one year earlier, last 20 quarters.
UGI Total Return CAGR History
| Year | Start Total Return | End Total Return | Change | % Change | CAGR |
|---|---|---|---|---|---|
| 2026 | 2394.66 | 2207.94 | -186.72 | -7.80% | -7.80% |
| 2025 | 1731.09 | 2394.66 | +663.57 | +38.33% | +38.33% |
| 2024 | 1419.89 | 1731.09 | +311.20 | +21.92% | +21.92% |
| 2023 | 2025.18 | 1419.89 | -605.29 | -29.89% | -29.89% |
| 2022 | 2416.23 | 2025.18 | -391.05 | -16.18% | -16.18% |
| 2021 | 1783.95 | 2416.23 | +632.28 | +35.44% | +35.44% |
| 2020 | 2213.94 | 1783.95 | -429.99 | -19.42% | -19.42% |
| 2019 | 2552.30 | 2213.94 | -338.37 | -13.26% | -13.26% |
| 2018 | 2201.43 | 2552.30 | +350.87 | +15.94% | +15.94% |
| 2017 | 2117.08 | 2201.43 | +84.35 | +3.98% | +3.98% |
| 2016 | 1517.57 | 2117.08 | +599.51 | +39.50% | +39.50% |
| 2015 | 1661.90 | 1517.57 | -144.33 | -8.68% | -8.68% |
| 2014 | 1180.38 | 1661.90 | +481.52 | +40.79% | +40.79% |
| 2013 | 904.73 | 1180.38 | +275.65 | +30.47% | +30.47% |
| 2012 | 784.75 | 904.73 | +119.98 | +15.29% | +15.29% |
| 2011 | 814.03 | 784.75 | -29.28 | -3.60% | -3.60% |
| 2010 | 602.99 | 814.03 | +211.04 | +35.00% | +35.00% |
| 2009 | 589.13 | 602.99 | +13.86 | +2.35% | +2.35% |
| 2008 | 638.14 | 589.13 | -49.01 | -7.68% | -7.68% |
| 2007 | 621.32 | 638.14 | +16.82 | +2.71% | +2.71% |
| 2006 | 455.64 | 621.32 | +165.68 | +36.36% | +36.36% |
| 2005 | 440.40 | 455.64 | +15.24 | +3.46% | +3.46% |
| 2004 | 352.16 | 440.40 | +88.24 | +25.06% | +25.06% |
| 2003 | 249.62 | 352.16 | +102.54 | +41.08% | +41.08% |
| 2002 | 191.82 | 249.62 | +57.80 | +30.13% | +30.13% |
| 2001 | 151.85 | 191.82 | +39.97 | +26.32% | +26.32% |
| 2000 | 114.09 | 151.85 | +37.76 | +33.10% | +33.10% |
| 1999 | 123.58 | 114.09 | -9.50 | -7.68% | -7.68% |
| 1998 | 143.80 | 123.58 | -20.22 | -14.06% | -14.06% |
| 1997 | 103.71 | 143.80 | +40.09 | +38.65% | +38.65% |
Quarterly Total Return: QoQ & YoY
| Quarter | Value | QoQ | YoY |
|---|---|---|---|
| Q2 2026 | 2,208 | -6.9% | -3.4% |
| Q1 2026 | 2,372 | -3.5% | +15.2% |
| Q4 2025 | 2,459 | +18.1% | +43.2% |
| Q3 2025 | 2,081 | -9.0% | +39.6% |
| Q2 2025 | 2,287 | +11.1% | +67.4% |
| Q1 2025 | 2,059 | +20.0% | +46.6% |
| Q4 2024 | 1,716 | +15.2% | +30.7% |
| Q3 2024 | 1,490 | +9.1% | +6.1% |
| Q2 2024 | 1,366 | -2.8% | -9.4% |
| Q1 2024 | 1,405 | +6.9% | -24.4% |
| Q4 2023 | 1,314 | -6.5% | -35.6% |
| Q3 2023 | 1,405 | -6.8% | -23.8% |
| Q2 2023 | 1,509 | -18.9% | -27.1% |
| Q1 2023 | 1,859 | -8.8% | -0.2% |
| Q4 2022 | 2,039 | +10.5% | -15.6% |
| Q3 2022 | 1,845 | -10.8% | -17.9% |
QoQ = change vs the prior quarter; YoY = change vs the same quarter a year earlier.
About UGI Corporation
UGI Corporation functions as a comprehensive energy company, actively involved in the distribution, storage, transportation, and marketing of various energy products, alongside offering related services. Its operational footprint extends across both the United States and international markets. The company's diverse activities are structured into four primary segments: AmeriGas Propane, UGI International, Midstream & Marketing, and UGI Utilities. Through an expansive network comprising 1,600 distribution points, UGI supplies propane to approximately 1.4 million customers, including residential, commercial/industrial, motor fuel, agricultural, and wholesale clients. In addition to propane, it also distributes liquefied petroleum gases (LPG) to a similarly broad customer base and provides crucial logistics, storage, and support services to third-party LPG distributors. The company is also engaged in the retail sale of natural gas, liquid fuels, and electricity, serving about 12,600 residential and business customers across 42,400 individual locations. Within Pennsylvania, UGI's utility division delivers natural gas to roughly 672,000 customers in the eastern and central regions via an extensive 12,400-mile system of gas mains. It further supplies electricity to approximately 62,500 customers in northeastern Pennsylvania, utilizing 2,600 miles of power lines and 14 substations. UGI's robust infrastructure includes various electricity generation facilities powered by coal, landfill gas, solar, and natural gas. It also operates a natural gas liquefaction, storage, and vaporization complex; facilities for propane storage and propane-air blending; and rail transshipment terminals. Complementing these assets, the company manages natural gas pipeline and storage contracts, while also developing, owning, and operating its own pipelines, gathering infrastructure, and gas storage facilities. UGI Corporation was established in 1991 and is headquartered in King of Prussia, Pennsylvania.
- Sector
- Utilities
- Industry
- Regulated Gas
- CEO
- Robert C. Flexon