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SPH vs. MGK
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SPH vs. MGK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Suburban Propane Partners, L.P. (SPH) and Vanguard Mega Cap Growth ETF (MGK). The values are adjusted to include any dividend payments, if applicable.

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SPH vs. MGK - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPH
Suburban Propane Partners, L.P.
7.94%15.20%3.84%26.96%12.28%6.85%-24.02%25.55%-11.75%-9.09%
MGK
Vanguard Mega Cap Growth ETF
-10.90%20.67%32.94%51.67%-33.59%28.58%41.01%37.38%-2.91%29.49%

Returns By Period

In the year-to-date period, SPH achieves a 7.94% return, which is significantly higher than MGK's -10.90% return. Over the past 10 years, SPH has underperformed MGK with an annualized return of 5.38%, while MGK has yielded a comparatively higher 16.84% annualized return.


SPH

1D
-2.57%
1M
-3.00%
YTD
7.94%
6M
9.25%
1Y
0.27%
3Y*
16.75%
5Y*
13.77%
10Y*
5.38%

MGK

1D
3.95%
1M
-4.96%
YTD
-10.90%
6M
-8.52%
1Y
19.40%
3Y*
22.12%
5Y*
12.38%
10Y*
16.84%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SPH vs. MGK — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPH
SPH Risk / Return Rank: 3838
Overall Rank
SPH Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
SPH Sortino Ratio Rank: 3434
Sortino Ratio Rank
SPH Omega Ratio Rank: 3434
Omega Ratio Rank
SPH Calmar Ratio Rank: 4040
Calmar Ratio Rank
SPH Martin Ratio Rank: 4040
Martin Ratio Rank

MGK
MGK Risk / Return Rank: 5151
Overall Rank
MGK Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
MGK Sortino Ratio Rank: 5656
Sortino Ratio Rank
MGK Omega Ratio Rank: 5454
Omega Ratio Rank
MGK Calmar Ratio Rank: 5151
Calmar Ratio Rank
MGK Martin Ratio Rank: 4646
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPH vs. MGK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Suburban Propane Partners, L.P. (SPH) and Vanguard Mega Cap Growth ETF (MGK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


SPHMGKDifference

Sharpe ratio

Return per unit of total volatility

0.01

0.84

-0.82

Sortino ratio

Return per unit of downside risk

0.16

1.36

-1.20

Omega ratio

Gain probability vs. loss probability

1.02

1.19

-0.17

Calmar ratio

Return relative to maximum drawdown

-0.05

1.16

-1.22

Martin ratio

Return relative to average drawdown

-0.10

4.07

-4.16

SPH vs. MGK - Sharpe Ratio Comparison

The current SPH Sharpe Ratio is 0.01, which is lower than the MGK Sharpe Ratio of 0.84. The chart below compares the historical Sharpe Ratios of SPH and MGK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SPHMGKDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.01

0.84

-0.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.56

0.55

+0.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

0.77

-0.59

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.60

-0.26

Correlation

The correlation between SPH and MGK is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SPH vs. MGK - Dividend Comparison

SPH's dividend yield for the trailing twelve months is around 6.60%, more than MGK's 0.39% yield.


TTM20252024202320222021202020192018201720162015
SPH
Suburban Propane Partners, L.P.
6.60%7.01%7.56%7.32%8.56%8.53%12.11%10.98%12.45%13.47%11.81%14.55%
MGK
Vanguard Mega Cap Growth ETF
0.39%0.35%0.43%0.50%0.70%0.41%0.65%0.85%1.12%1.23%1.53%1.43%

Drawdowns

SPH vs. MGK - Drawdown Comparison

The maximum SPH drawdown since its inception was -60.60%, which is greater than MGK's maximum drawdown of -47.97%. Use the drawdown chart below to compare losses from any high point for SPH and MGK.


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Drawdown Indicators


SPHMGKDifference

Max Drawdown

Largest peak-to-trough decline

-60.60%

-47.97%

-12.63%

Max Drawdown (1Y)

Largest decline over 1 year

-16.57%

-16.85%

+0.28%

Max Drawdown (5Y)

Largest decline over 5 years

-20.01%

-36.01%

+16.00%

Max Drawdown (10Y)

Largest decline over 10 years

-56.96%

-36.01%

-20.95%

Current Drawdown

Current decline from peak

-5.11%

-13.57%

+8.46%

Average Drawdown

Average peak-to-trough decline

-12.65%

-7.51%

-5.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

9.51%

4.81%

+4.70%

Volatility

SPH vs. MGK - Volatility Comparison

The current volatility for Suburban Propane Partners, L.P. (SPH) is 5.28%, while Vanguard Mega Cap Growth ETF (MGK) has a volatility of 7.01%. This indicates that SPH experiences smaller price fluctuations and is considered to be less risky than MGK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPHMGKDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.28%

7.01%

-1.73%

Volatility (6M)

Calculated over the trailing 6-month period

12.87%

12.88%

-0.01%

Volatility (1Y)

Calculated over the trailing 1-year period

22.36%

23.33%

-0.97%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.52%

22.64%

+1.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.16%

21.82%

+7.34%