UGI vs. ^GSPC
Compare and contrast key facts about UGI Corporation (UGI) and S&P 500 (^GSPC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGI or ^GSPC.
Correlation
The correlation between UGI and ^GSPC is 0.38, 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.
Performance
UGI vs. ^GSPC - Performance Comparison
Key characteristics
UGI:
1.31
^GSPC:
2.06
UGI:
2.21
^GSPC:
2.74
UGI:
1.28
^GSPC:
1.38
UGI:
0.78
^GSPC:
3.13
UGI:
7.47
^GSPC:
12.84
UGI:
5.74%
^GSPC:
2.07%
UGI:
32.69%
^GSPC:
12.87%
UGI:
-59.54%
^GSPC:
-56.78%
UGI:
-34.12%
^GSPC:
-1.54%
Returns By Period
In the year-to-date period, UGI achieves a 6.59% return, which is significantly higher than ^GSPC's 1.96% return. Over the past 10 years, UGI has underperformed ^GSPC with an annualized return of 1.12%, while ^GSPC has yielded a comparatively higher 11.36% annualized return.
UGI
6.59%
10.34%
27.83%
44.66%
-2.99%
1.12%
^GSPC
1.96%
1.11%
7.77%
23.90%
12.59%
11.36%
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Risk-Adjusted Performance
UGI vs. ^GSPC — Risk-Adjusted Performance Rank
UGI
^GSPC
UGI vs. ^GSPC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) and S&P 500 (^GSPC). 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.
Drawdowns
UGI vs. ^GSPC - Drawdown Comparison
The maximum UGI drawdown since its inception was -59.54%, roughly equal to the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for UGI and ^GSPC. For additional features, visit the drawdowns tool.
Volatility
UGI vs. ^GSPC - Volatility Comparison
UGI Corporation (UGI) has a higher volatility of 6.38% compared to S&P 500 (^GSPC) at 5.07%. This indicates that UGI's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.