The total return over the past 12 months is -1.18% vs. +22.82% for the S&P 500. So far it's up -6.46% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | (5.23%) | +11.93% | (6.10%) | (2.90%) | +4.18% | +3.66% |
| Total Return CAGR | (1.18%) | +17.87% | (1.64%) | +0.69% | +7.77% | +7.15% |
| Revenue CAGR | +0.56% | (9.20%) | +1.48% | +2.39% | +1.60% | +1.79% |
| Net Income CAGR | +20.26% | +39.79% | +4.97% | +6.29% | +5.99% | +7.41% |
| EPS CAGR | +21.12% | N/A | +4.32% | +6.87% | +4.66% | +4.90% |
| Free Cash Flow CAGR | (57.58%) | N/A | (16.01%) | (9.02%) | +0.60% | +2.46% |
| Operating Cash Flow CAGR | (20.16%) | +14.43% | (1.34%) | (0.14%) | +4.34% | +6.42% |
| 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 | $34.28 | (6.46%) | +13.31% | (19.77%) |
| 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.
