UGI Corporation (UGI) Stock Total Returns
Growth of $10,000 chart
2021-04-21 to 2026-04-21 to
$
%
%
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Investment Performance
Final Value
$9,875
Total Return
-1.25%
CAGR
-0.25%
Dividends
$1,793.63
Yield on Cost
17.94%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.29% |
| Median | +0.33% |
| Best | +25.70% |
| Worst | -21.84% |
| % of Windows Positive | 51.8% |
1-Year (252 Trading Days)
| Average | +3.57% |
| Median | -3.85% |
| Best | +71.64% |
| Worst | -44.19% |
| % of Windows Positive | 45.6% |
3-Year (756 Trading Days)
| Average | -10.93% |
| Median | -2.63% |
| Best | +27.42% |
| Worst | -47.59% |
| % of Windows Positive | 44.1% |
Risk Metrics
| Maximum Drawdown | -54.66% |
| Average Drawdown | -24.07% |
| Drawdown Duration | 1174 Trading Days (Unrecovered) |
| Sortino Ratio | 0.19 |
| Calmar Ratio | -0.00 |
| CVaR (5%) | -3.88% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -1.63% (-5.25% ann.) | $162.69 | $100.19 | $20.04 | $0.16 |
| 2025 | +37.16% | +$3715.99 | $538.39 | $107.68 | $0.86 |
| 2024 | +20.45% | +$2044.72 | $621.43 | $124.29 | $0.99 |
| 2023 | -30.66% | $3065.68 | $406.54 | $81.31 | $0.65 |
| 2022 | -16.81% | $1681.02 | $313.97 | $62.79 | $0.50 |
| 2021 | +34.60% | +$3460.42 | $394.15 | $78.83 | $0.63 |
| 2020 | -20.07% | $2006.75 | $294.80 | $58.96 | $0.47 |
| 2019 | -13.68% | $1368.25 | $228.36 | $45.67 | $0.37 |
| 2018 | +15.47% | +$1547.06 | $220.82 | $44.16 | $0.35 |
| 2017 | +3.56% | +$356.00 | $215.72 | $43.14 | $0.35 |
| 2016 | +38.90% | +$3889.87 | $280.94 | $56.19 | $0.45 |
| 2015 | -9.17% | $917.48 | $239.14 | $47.83 | $0.38 |
| 2014 | +40.11% | +$4010.99 | $299.49 | $59.90 | $0.48 |
| 2013 | +29.73% | +$2972.62 | $344.84 | $68.97 | $0.55 |
| 2012 | +14.45% | +$1445.35 | $368.01 | $73.60 | $0.59 |
| 2011 | -4.28% | $428.22 | $329.44 | $65.89 | $0.53 |
| 2010 | +34.13% | +$3413.24 | $396.99 | $79.40 | $0.64 |
| 2009 | +1.67% | +$166.51 | $327.99 | $65.60 | $0.52 |
| 2008 | -8.22% | $821.64 | $282.83 | $56.57 | $0.45 |
| 2007 | +2.13% | +$213.50 | $270.24 | $54.05 | $0.43 |
| 2006 | +35.52% | +$3551.57 | $341.48 | $68.30 | $0.55 |
| 2005 | +2.94% | +$294.11 | $327.06 | $65.41 | $0.52 |
| 2004 | +24.14% | +$2414.16 | $365.14 | $73.03 | $0.58 |
| 2003 | +40.07% | +$4006.56 | $462.74 | $92.55 | $0.74 |
| 2002 | +28.81% | +$2880.66 | $551.46 | $110.29 | $0.88 |
| 2001 | +24.99% | +$2498.93 | $639.07 | $127.81 | $1.02 |
| 2000 | +31.06% | +$3106.22 | $770.14 | $154.03 | $1.23 |
| 1999 | -8.92% | $891.61 | $636.76 | $127.35 | $1.02 |
| 1998 | -15.13% | $1512.65 | $504.77 | $100.96 | $0.81 |
| 1997 | +37.10% | +$3710.27 | $652.90 | $130.58 | $1.04 |
| 1996 | +13.23% | +$1322.84 | $694.71 | $138.94 | $1.11 |
| 1995 | +7.44% | +$743.91 | $698.83 | $139.77 | $1.12 |
| 1994 | -4.51% | $450.64 | $620.62 | $124.12 | $0.99 |
| 1993 | -2.82% | $281.59 | $558.08 | $111.62 | $0.89 |
| 1992 | +26.80% | +$2680.19 | $651.93 | $130.39 | $1.04 |
| 1991 | +31.63% | +$3162.78 | $775.50 | $155.10 | $1.24 |
| 1990 | -11.22% | $1121.51 | $620.15 | $124.03 | $0.99 |
| 1989 | +35.28% | +$3528.28 | $759.24 | $151.85 | $1.22 |
| 1988 | +24.75% | +$2474.90 | $849.39 | $169.88 | $1.35 |
| 1987 | +5.49% | +$549.45 | $812.89 | $162.58 | $1.30 |
| 1986 | +23.16% | +$2315.69 | $241.42 | $48.28 | $0.39 |
| 1985 | -7.14% | $714.29 | $0.00 | $0.00 | $0.00 |
| 1984 | +28.17% | +$2816.90 | $0.00 | $0.00 | $0.00 |
| 1983 | -11.80% | $1180.12 | $0.00 | $0.00 | $0.00 |
| 1982 | -22.97% | $2296.65 | $0.00 | $0.00 | $0.00 |
| 1981 | -20.53% | $2053.23 | $0.00 | $0.00 | $0.00 |
| 1980 | +19.55% | +$1954.54 | $0.00 | $0.00 | $0.00 |
| 1979 | +60.58% | +$6058.39 | $0.00 | $0.00 | $0.00 |
| 1978 | -26.34% | $2634.40 | $0.00 | $0.00 | $0.00 |
| 1977 | +23.18% | +$2317.89 | $0.00 | $0.00 | $0.00 |
| 1976 | +39.81% | +$3981.47 | $0.00 | $0.00 | $0.00 |
| 1975 | +35.00% | +$3500.00 | $0.00 | $0.00 | $0.00 |
| 1974 | -31.03% | $3103.45 | $0.00 | $0.00 | $0.00 |
| 1973 partial | -18.83% (-21.61% ann.) | $1882.90 | $182.07 | $36.41 | $0.29 |
Market Regimes
about| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +15.22% | +3.14% | +$1521.97 | $3818.38 | $763.68 | $6.11 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +114.21% | +34.45% | +$11421.42 | $2280.08 | $456.02 | $3.65 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +143.90% | +19.54% | +$14389.97 | $2805.22 | $561.04 | $4.49 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -17.50% | -12.73% | $1750.09 | $360.87 | $72.18 | $0.58 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +49.71% | +12.70% | +$4971.10 | $1573.61 | $314.72 | $2.52 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +138.66% | +12.18% | +$13866.06 | $3803.56 | $760.71 | $6.09 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -43.65% | -99.86% | $4364.75 | $79.27 | $15.85 | $0.13 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +35.05% | +62.17% | +$3504.98 | $272.42 | $54.48 | $0.44 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +29.64% | +27.93% | +$2964.46 | $397.04 | $79.41 | $0.64 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -12.22% | -12.92% | $1221.67 | $345.42 | $69.08 | $0.55 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | -29.03% | -16.89% | $2902.55 | $838.78 | $167.76 | $1.34 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 21, 2026 | +59.41% | +34.13% | +$5940.55 | $953.68 | $190.74 | $1.53 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1973-02-22 | $0.0367 | 1.82% |
| 1986-11-21 | $0.0567 | 1.87% |
| 1987-02-23 | $0.0567 | 1.60% |
| 1987-05-22 | $0.0567 | 1.79% |
| 1987-08-25 | $0.0567 | 1.73% |
| 1987-11-23 | $0.0567 | 2.05% |
| 1988-02-23 | $0.0567 | 1.85% |
| 1988-05-24 | $0.0594 | 1.99% |
| 1988-08-25 | $0.0594 | 1.93% |
| 1988-11-23 | $0.0594 | 1.95% |
| 1989-02-22 | $0.0594 | 1.81% |
| 1989-05-24 | $0.0624 | 1.68% |
| 1989-08-25 | $0.0624 | 1.47% |
| 1989-11-24 | $0.0624 | 1.50% |
| 1990-02-22 | $0.0624 | 1.58% |
| 1990-05-24 | $0.0656 | 1.62% |
| 1990-08-27 | $0.0656 | 1.95% |
| 1990-11-26 | $0.0656 | 1.69% |
| 1991-02-22 | $0.0656 | 1.66% |
| 1991-05-13 | $0.0689 | 1.73% |
| 1991-08-26 | $0.0689 | 1.60% |
| 1991-11-22 | $0.0689 | 1.62% |
| 1992-02-24 | $0.0689 | 1.73% |
| 1992-05-22 | $0.0722 | 1.73% |
| 1992-08-25 | $0.0722 | 1.52% |
| 1992-11-23 | $0.0722 | 1.36% |
| 1993-02-22 | $0.0722 | 1.41% |
| 1993-05-24 | $0.0744 | 1.48% |
| 1993-08-25 | $0.0744 | 1.34% |
| 1993-11-23 | $0.0744 | 1.51% |
| 1994-02-22 | $0.0744 | 1.38% |
| 1994-05-24 | $0.0767 | 1.66% |
| 1994-08-25 | $0.0767 | 1.74% |
| 1994-11-23 | $0.0767 | 1.67% |
| 1995-02-22 | $0.0767 | 1.65% |
| 1995-05-24 | $0.0778 | 1.70% |
| 1995-08-29 | $0.0778 | 1.67% |
| 1995-11-28 | $0.0778 | 1.61% |
| 1996-02-27 | $0.0778 | 1.57% |
| 1996-05-29 | $0.0789 | 1.44% |
| 1996-08-28 | $0.0789 | 1.45% |
| 1996-11-26 | $0.0789 | 1.55% |
| 1997-02-26 | $0.0789 | 1.43% |
| 1997-05-28 | $0.0800 | 1.54% |
| 1997-08-27 | $0.0800 | 1.37% |
| 1997-11-25 | $0.0800 | 1.28% |
| 1998-02-25 | $0.0800 | 1.26% |
| 1998-05-27 | $0.0811 | 1.43% |
| 1998-08-27 | $0.0811 | 1.58% |
| 1998-11-25 | $0.0811 | 1.45% |
| 1999-02-24 | $0.0811 | 1.74% |
| 1999-05-26 | $0.0811 | 1.80% |
| 1999-09-15 | $0.0833 | 1.56% |
| 1999-11-26 | $0.0833 | 1.85% |
| 2000-02-25 | $0.0833 | 1.95% |
| 2000-05-26 | $0.0862 | 1.75% |
| 2000-08-29 | $0.0862 | 1.72% |
| 2000-11-28 | $0.0862 | 1.65% |
| 2001-02-26 | $0.0862 | 1.60% |
| 2001-05-29 | $0.0889 | 1.48% |
| 2001-08-29 | $0.0889 | 1.38% |
| 2001-11-28 | $0.0889 | 1.32% |
| 2002-02-26 | $0.0889 | 1.37% |
| 2002-05-29 | $0.0918 | 1.27% |
| 2002-08-28 | $0.0918 | 1.16% |
| 2002-11-26 | $0.0918 | 1.07% |
| 2003-02-26 | $0.0951 | 1.01% |
| 2003-05-28 | $0.0950 | 0.83% |
| 2003-08-27 | $0.0950 | 0.95% |
| 2003-11-25 | $0.0950 | 0.89% |
| 2004-02-25 | $0.0950 | 0.87% |
| 2004-05-26 | $0.1043 | 0.98% |
| 2004-08-27 | $0.1043 | 0.91% |
| 2004-11-26 | $0.1043 | 0.79% |
| 2005-02-24 | $0.1043 | 0.71% |
| 2005-06-13 | $0.1127 | 0.67% |
| 2005-09-13 | $0.1127 | 0.58% |
| 2005-12-13 | $0.1127 | 0.80% |
| 2006-03-13 | $0.1127 | 0.78% |
| 2006-06-13 | $0.1173 | 0.76% |
| 2006-09-13 | $0.1173 | 0.72% |
| 2006-12-13 | $0.1173 | 0.63% |
| 2007-03-13 | $0.1173 | 0.69% |
| 2007-06-13 | $0.1233 | 0.69% |
| 2007-09-12 | $0.1233 | 0.73% |
| 2007-12-12 | $0.1233 | 0.69% |
| 2008-03-12 | $0.1233 | 0.72% |
| 2008-06-12 | $0.1287 | 0.73% |
| 2008-09-11 | $0.1287 | 0.71% |
| 2008-12-11 | $0.1287 | 0.82% |
| 2009-03-12 | $0.1287 | 0.88% |
| 2009-06-11 | $0.1333 | 0.80% |
| 2009-09-11 | $0.1333 | 0.77% |
| 2009-12-11 | $0.1333 | 0.83% |
| 2010-03-11 | $0.1333 | 0.79% |
| 2010-06-11 | $0.1667 | 0.95% |
| 2010-09-13 | $0.1667 | 0.88% |
| 2010-12-13 | $0.1667 | 0.78% |
| 2011-03-11 | $0.1667 | 0.78% |
| 2011-06-13 | $0.1733 | 0.84% |
| 2011-09-13 | $0.1733 | 0.91% |
| 2011-12-13 | $0.1733 | 0.93% |
| 2012-03-13 | $0.1733 | 0.93% |
| 2012-06-13 | $0.1800 | 0.93% |
| 2012-09-12 | $0.1800 | 0.87% |
| 2012-12-12 | $0.1800 | 0.81% |
| 2013-03-13 | $0.1800 | 0.73% |
| 2013-06-12 | $0.1880 | 0.73% |
| 2013-09-12 | $0.1887 | 0.73% |
| 2013-12-12 | $0.1887 | 0.72% |
| 2014-03-12 | $0.1887 | 0.64% |
| 2014-06-12 | $0.1967 | 0.61% |
| 2014-09-11 | $0.2180 | 0.61% |
| 2014-12-11 | $0.2180 | 0.58% |
| 2015-03-12 | $0.2170 | 0.68% |
| 2015-06-11 | $0.2280 | 0.64% |
| 2015-09-11 | $0.2280 | 0.68% |
| 2015-12-11 | $0.2280 | 0.70% |
| 2016-03-11 | $0.2280 | 0.59% |
| 2016-06-13 | $0.2380 | 0.55% |
| 2016-09-13 | $0.2380 | 0.52% |
| 2016-12-13 | $0.2380 | 0.53% |
| 2017-03-13 | $0.2380 | 0.50% |
| 2017-06-13 | $0.2500 | 0.50% |
| 2017-09-14 | $0.2500 | 0.52% |
| 2017-12-14 | $0.2500 | 0.52% |
| 2018-03-14 | $0.2500 | 0.57% |
| 2018-06-14 | $0.2600 | 0.53% |
| 2018-09-13 | $0.2600 | 0.48% |
| 2018-12-13 | $0.2600 | 0.44% |
| 2019-03-14 | $0.2600 | 0.47% |
| 2019-06-13 | $0.3000 | 0.57% |
| 2019-08-08 | $0.3250 | 0.68% |
| 2019-12-13 | $0.3250 | 0.74% |
| 2020-03-13 | $0.3250 | 1.08% |
| 2020-06-12 | $0.3300 | 1.05% |
| 2020-09-14 | $0.3300 | 1.00% |
| 2020-12-14 | $0.3300 | 0.93% |
| 2021-03-12 | $0.3300 | 0.82% |
| 2021-06-14 | $0.3450 | 0.72% |
| 2021-09-14 | $0.3450 | 0.77% |
| 2021-12-14 | $0.3450 | 0.76% |
| 2022-03-14 | $0.3450 | 1.04% |
| 2022-06-14 | $0.3600 | 0.89% |
| 2022-09-14 | $0.3600 | 0.93% |
| 2022-12-14 | $0.3600 | 0.92% |
| 2023-03-14 | $0.3600 | 1.03% |
| 2023-06-14 | $0.3750 | 1.30% |
| 2023-09-14 | $0.3750 | 1.58% |
| 2023-12-14 | $0.3750 | 1.63% |
| 2024-03-14 | $0.3750 | 1.47% |
| 2024-06-14 | $0.3750 | 1.67% |
| 2024-09-16 | $0.3750 | 1.56% |
| 2024-12-16 | $0.3750 | 1.31% |
| 2025-03-17 | $0.3750 | 1.13% |
| 2025-06-16 | $0.3750 | 1.04% |
| 2025-09-15 | $0.3750 | 1.08% |
| 2025-12-15 | $0.3750 | 0.98% |
| 2026-03-16 | $0.3750 | 1.01% |
| Total | 159 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-21 to 2026-04-21. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-14 | $77.72 | $15.54 | $0.12 | 1.3188 |
| 2021-09-14 | $78.18 | $15.63 | $0.13 | 1.4237 |
| 2021-12-14 | $78.67 | $15.73 | $0.13 | 1.4029 |
| 2022-03-14 | $79.15 | $15.83 | $0.13 | 1.7963 |
| 2022-06-14 | $83.24 | $16.65 | $0.13 | 1.6736 |
| 2022-09-14 | $83.84 | $16.77 | $0.13 | 1.7405 |
| 2022-12-14 | $84.47 | $16.89 | $0.14 | 1.7363 |
| 2023-03-14 | $85.09 | $17.02 | $0.14 | 1.9159 |
| 2023-06-14 | $89.36 | $17.87 | $0.14 | 2.5755 |
| 2023-09-14 | $90.32 | $18.06 | $0.14 | 2.9935 |
| 2023-12-14 | $91.44 | $18.29 | $0.15 | 3.1375 |
| 2024-03-14 | $92.62 | $18.52 | $0.15 | 3.0494 |
| 2024-06-14 | $93.76 | $18.75 | $0.15 | 3.3081 |
| 2024-09-16 | $95.01 | $19.00 | $0.15 | 3.1566 |
| 2024-12-16 | $96.19 | $19.24 | $0.15 | 2.7350 |
| 2025-03-17 | $97.21 | $19.44 | $0.16 | 2.3492 |
| 2025-06-16 | $98.10 | $19.62 | $0.16 | 2.1816 |
| 2025-09-15 | $98.91 | $19.78 | $0.16 | 2.3193 |
| 2025-12-15 | $99.78 | $19.96 | $0.16 | 2.0861 |
| 2026-03-16 | $100.57 | $20.11 | $0.16 | 2.2107 |
| Total | $1793.63 | $358.73 | $2.87 | 45.1104 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.