Overview Performance Dividends Peer Group Options

(UGI) UGI - Performance 33.1% in 12m

Compare UGI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 15.69%
#15 in Group
Rel. Strength 84.76%
#1224 in Universe
Total Return 12m 33.13%
#4 in Group
Total Return 5y 40.09%
#13 in Group
P/E 13.0
27th Percentile in Group
P/E Forward 7.73
7th Percentile in Group
PEG 2.65
91th Percentile in Group
FCF Yield 4.15%
61th Percentile in Group

12m Total Return: UGI (33.1%) vs XLU (21.1%)

Compare overall performance (total returns) of UGI with its related sector ETF XLU

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (UGI) UGI - Performance 33.1% in 12m

Top Performers in Gas Utilities

Short Term
Symbol 1w 1m 3m
UGI -1.39% -1.36% 9.05%
OGS 1.32% 6.95% 15.1%
ATO 1.35% 6.70% 15.1%
NWN 2.28% 6.26% 11.6%
Long Term
Symbol 6m 12m 5y
UGI 35.4% 33.1% 40.1%
NFG 26.3% 45.8% 113%
ATO 13.2% 38.0% 71.8%
SR 21.4% 31.5% 31.0%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
SPH NYSE
Suburban Propane Partners		 -0.91% 12.1% 116% 19.6 9.83 1.24 -16.8% -37.9%
NJR NYSE
NewJersey Resources		 1.81% 17.4% 80.3% 15 16.1 1.96 10.3% -4.12%

Performance Comparison: UGI vs XLU vs S&P 500

XLU (Utilities Sector SPDR Fund ETF) is the Sector Benchmark for UGI
Total Return (including Dividends) UGI XLU S&P 500
1 Month -1.36% 0.36% -4.77%
3 Months 9.05% -0.61% -9.81%
12 Months 33.13% 21.14% 9.54%
5 Years 40.09% 55.69% 104.83%
Trend Score (consistency of price movement) UGI XLU S&P 500
1 Month -24.8% -6.4% -51.2%
3 Months 41.5% -20.7% -90.1%
12 Months 84.7% 69.3% 59.4%
5 Years -43.6% 77.4% 84.2%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month #15 -1.71% 3.58%
3 Month #9 9.72% 20.9%
12 Month #4 9.90% 21.5%
5 Years #13 -10.0% -31.6%

FAQs

Does UGI UGI outperforms the market?

Yes, over the last 12 months UGI made 33.13%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 21.14%.
Over the last 3 months UGI made 9.05%, while XLU made -0.61%.

Performance Comparison UGI vs Indeces and Sectors

UGI vs. Indices UGI is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -5.24% 3.41% 40.5% 23.6%
US NASDAQ 100 QQQ -6.63% 3.39% 40.2% 22.9%
US Dow Jones Industrial 30 DIA -3.85% 4.35% 40.1% 27.1%
German DAX 40 DAX -5.56% 2.05% 22.1% 11.7%
Shanghai Shenzhen CSI 300 CSI 300 -3.23% 1.73% 40.1% 23.5%
Hongkong Hang Seng HSI -5.89% 1.85% 37.5% 17.6%
India NIFTY 50 INDA -4.22% -4.47% 37.7% 29.1%
Brasil Bovespa EWZ -7.42% -3.46% 36.7% 39.9%

UGI vs. Sectors UGI is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -5.34% 3.63% 31.4% 15.8%
Consumer Discretionary XLY -6.09% 3.62% 38.0% 20.7%
Consumer Staples XLP -0.39% -3.44% 35.0% 23.6%
Energy XLE -2.67% 9.74% 42.0% 44.5%
Financial XLF -4.82% 2.43% 32.3% 14.0%
Health Care XLV -2.79% 5.27% 42.7% 34.0%
Industrial XLI -4.36% 2.56% 39.6% 25.9%
Materials XLB -4.47% 2.45% 46.5% 37.1%
Real Estate XLRE -1.74% 1.58% 42.5% 18.5%
Technology XLK -7.91% 4.25% 45.5% 28.7%
Utilities XLU -2.26% -1.72% 37.8% 12.0%
Aerospace & Defense XAR -4.49% -0.74% 29.1% 7.53%
Biotech XBI -7.92% 7.57% 52.3% 36.6%
Homebuilder XHB -5.24% 4.47% 55.2% 40.5%
Retail XRT -4.34% 2.47% 44.2% 37.2%

UGI vs. Commodities UGI is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 0.08% 7.21% 41.7% 47.2%
Natural Gas UNG 7.59% 23.6% 27.2% 25.2%
Gold GLD -2.03% -12.5% 13.6% -10.4%
Silver SLV -4.81% -3.36% 35.9% 10.4%
Copper CPER -5.26% 2.50% 23.7% 23.5%

UGI vs. Yields & Bonds UGI is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -2.20% -0.01% 38.2% 29.2%
iShares High Yield Corp. Bond HYG -2.59% -0.90% 33.4% 24.1%