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Ultrapar Participações S.A.

UGP
Equity · Currency in USD
Sector
Energy
Industry
Oil & Gas Refining & Marketing
ISIN
US90400P1012
CUSIP
90400P101

UGPPrice Chart


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S&P 500

UGPPerformance

The chart shows the growth of $10,000 invested in Ultrapar Participações S.A. on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $7,867 for a total return of roughly -21.33%. All prices are adjusted for splits and dividends.


UGP (Ultrapar Participações S.A.)
Benchmark (S&P 500)

UGPReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-10.83%
6M-13.91%
YTD-19.99%
1Y-5.36%
5Y-18.59%
10Y-6.30%

UGPMonthly Returns Heatmap


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UGPSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Ultrapar Participações S.A. Sharpe ratio is -0.01. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


UGP (Ultrapar Participações S.A.)
Benchmark (S&P 500)

UGPDividends

Ultrapar Participações S.A. granted a 2.26% dividend yield in the last twelve months, as of Jul 25, 2021. The annual payout for that period amounted to $0.08 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.08$0.06$0.14$0.21$0.28$0.23$0.24$0.31$0.31$0.27$0.29$0.18

Dividend yield

2.26%1.21%2.28%3.15%2.44%2.19%3.16%3.20%2.64%2.45%3.31%2.17%

UGPDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


UGP (Ultrapar Participações S.A.)
Benchmark (S&P 500)

UGPWorst Drawdowns

The table below shows the maximum drawdowns of the Ultrapar Participações S.A.. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Ultrapar Participações S.A. is 83.31%, recorded on Mar 23, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-83.31%Jan 26, 2018542Mar 23, 2020
-50.11%Oct 23, 2013565Jan 21, 2016506Jan 24, 20181071
-20.9%May 21, 201363Aug 19, 201339Oct 14, 2013102
-19.66%Apr 11, 201183Aug 8, 201118Sep 1, 2011101
-17.67%Sep 2, 201114Sep 22, 201122Oct 24, 201136
-16.74%Mar 2, 201259May 24, 201244Jul 27, 2012103
-15.56%Mar 11, 201050May 20, 201026Jun 28, 201076
-14.53%Jan 12, 201017Feb 4, 201023Mar 10, 201040
-13.58%Nov 9, 201112Nov 25, 201131Jan 11, 201243
-13.46%Jul 31, 201258Oct 19, 201266Jan 29, 2013124

UGPVolatility Chart

Current Ultrapar Participações S.A. volatility is 30.82%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


UGP (Ultrapar Participações S.A.)
Benchmark (S&P 500)

Portfolios with Ultrapar Participações S.A.


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