Overview Performance Dividends Peer Group Options

(UGI) UGI - Performance 49.3% in 12m

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

Performance Rating 17.60%
#16 in Group
Rel. Strength 88.39%
#925 in Universe
Total Return 12m 49.25%
#3 in Group
Total Return 5y 44.18%
#12 in Group
P/E 12.8
20th Percentile in Group
P/E Forward 7.73
7th Percentile in Group
PEG 2.65
91th Percentile in Group
FCF Yield 2.67%
61th Percentile in Group

12m Total Return: UGI (49.3%) vs XLU (17.5%)

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 49.3% in 12m

Top Performers in Gas Utilities

Short Term
Symbol 1w 1m 3m
UGI 5.62% 15.7% 12.1%
SPB 2.78% 10.9% 19.0%
NFG 2.82% 11.6% 13.8%
OGS 2.36% 10.8% 14.6%
Long Term
Symbol 6m 12m 5y
UGI 50.4% 49.3% 44.2%
NFG 39.1% 50.7% 131%
ATO 13.1% 37.1% 89.2%
OGS 10.7% 29.2% 18.2%
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		 -0.12% 0.15% 98.7% 18.9 9.83 1.24 -42.7% -37.9%
NJR NYSE
NewJersey Resources		 2.41% 12.8% 69.4% 14.9 15.8 1.93 -2.30% -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 15.74% 9.59% 13.81%
3 Months 12.05% 2.12% -6.30%
12 Months 49.25% 17.47% 10.65%
5 Years 44.18% 67.52% 107.77%
Trend Score (consistency of price movement) UGI XLU S&P 500
1 Month 84.6% 95.2% 83%
3 Months 29.0% 2.8% -75.3%
12 Months 89.4% 67% 50.1%
5 Years -43.9% 77.4% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLU vs. S&P 500
1 Month #12 5.61% 1.69%
3 Month #7 9.72% 19.6%
12 Month #3 27.1% 34.9%
5 Years #13 -13.9% -30.6%

FAQs

Does UGI UGI outperforms the market?

Yes, over the last 12 months UGI made 49.25%, while its related Sector, the Utilities Sector SPDR Fund (XLU) made 17.47%.
Over the last 3 months UGI made 12.05%, while XLU made 2.12%.

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 4.44% 1.93% 55.3% 38.6%
US NASDAQ 100 QQQ 4.25% -1.62% 55.1% 37.6%
US Dow Jones Industrial 30 DIA 4.03% 5.75% 55.6% 41.5%
German DAX 40 DAX 4.46% 0.78% 29.0% 23.6%
Shanghai Shenzhen CSI 300 CSI 300 2.26% 3.91% 54.5% 41.9%
Hongkong Hang Seng HSI 1.27% -4.19% 46.9% 35.6%
India NIFTY 50 INDA 9.36% 10.9% 54.9% 49.5%
Brasil Bovespa EWZ 3.39% -1.50% 46.6% 57.6%

UGI vs. Sectors UGI is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC 3.80% 2.33% 48.2% 27.7%
Consumer Discretionary XLY 4.06% 1.51% 56.3% 35.0%
Consumer Staples XLP 5.30% 9.15% 48.4% 40.1%
Energy XLE 4.62% 8.98% 61.9% 58.7%
Financial XLF 3.34% 2.22% 48.2% 26.8%
Health Care XLV 7.45% 14.9% 60.3% 53.3%
Industrial XLI 2.75% -1.08% 53.9% 38.3%
Materials XLB 4.64% 2.18% 60.2% 54.5%
Real Estate XLRE 5.76% 4.20% 54.6% 33.8%
Technology XLK 3.36% -5.48% 58.2% 42.2%
Utilities XLU 4.39% 6.15% 47.6% 31.8%
Aerospace & Defense XAR 2.46% -5.42% 43.8% 21.9%
Biotech XBI 11.0% 3.93% 75.4% 61.5%
Homebuilder XHB 3.97% 4.26% 68.5% 56.8%
Retail XRT 2.54% 1.09% 59.5% 50.7%

UGI vs. Commodities UGI is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 3.95% 12.2% 60.7% 63.1%
Natural Gas UNG 1.29% 16.9% 6.15% 36.0%
Gold GLD 3.21% 5.05% 27.5% 6.62%
Silver SLV 5.38% 7.19% 46.9% 31.2%
Copper CPER 6.45% 4.62% 44.9% 48.4%

UGI vs. Yields & Bonds UGI is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT 7.62% 17.0% 54.4% 48.8%
iShares High Yield Corp. Bond HYG 5.36% 11.6% 49.1% 41.1%