Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGI UTILITIES, INC. SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 34.53% | 2.28% | 10.96% | 7.51% | 6.70% | 7.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGI UTILITIES, INC. SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.71 | 34.53 | 2.28 | 10.96 | 7.51 | 6.70 | 7.01 | … | … | 0.55 | 20.42 | 16.31 | -22.64 | 13.04 | 31.01 | 17.93 | -5.60 | 11.44 | 4.47 | -1.96 | 0.55 | 15.22 | 3.63 | -0.82 | 5.02 | 12.32 | -1.92 | 10.32 | 14.19 | 3.52 | 8.97 | 16.58 | 1.37 | 6.01 |
| Sharpe Ratio | NA | 0.99 | -0.03 | 0.50 | 0.50 | NA | NA | … | … | 0.04 | 0.89 | 1.17 | -1.82 | 0.87 | 1.62 | 1.66 | -0.92 | 2.35 | 0.92 | -0.38 | 0.09 | 2.22 | 0.61 | -0.11 | 0.47 | 1.55 | -0.66 | 0.82 | 1.47 | 0.24 | 1.04 | 2.88 | 0.06 | 0.99 |
| Standard Deviation(%) | NA | 15.39 | 13.21 | 14.89 | 11.55 | NA | NA | … | … | 12.26 | 15.47 | 10.32 | 13.21 | 14.89 | 18.97 | 9.98 | 7.50 | 4.59 | 4.65 | 5.29 | 5.95 | 6.83 | 5.83 | 7.90 | 10.47 | 7.86 | 4.31 | 8.97 | 7.42 | 5.69 | 7.70 | 5.52 | 4.32 | 3.75 |
| Draw Down(%) | NA | 10.91 | 22.41 | 25.61 | 25.61 | NA | NA | … | … | 0.92 | 10.91 | 10.56 | 23.19 | 7.68 | 18.24 | 6.49 | 11.51 | 1.30 | 3.86 | 5.04 | 5.12 | 5.08 | 5.71 | 7.11 | 9.62 | 4.05 | 7.46 | 6.37 | 8.24 | 4.12 | 6.26 | 3.36 | 5.31 | 2.54 |
| Yield(%) | NA | 3.12 | 3.95 | 3.80 | 2.70 | NA | NA | … | … | NA | 0.00 | 3.81 | 1.78 | 6.70 | 4.22 | 3.30 | 1.45 | 0.28 | 2.08 | 2.36 | 1.78 | 2.61 | 2.47 | 2.61 | 2.28 | 3.11 | 2.66 | 3.47 | 6.13 | 2.77 | 3.01 | 3.94 | 3.19 | 5.07 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGI UTILITIES, INC. SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.15%
Apr 2021 – Apr 2024 |
1.61%
Dec 2013 – Dec 2018 |
3.21%
Mar 2010 – Mar 2020 |
4.67%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGI UTILITIES, INC. SAVINGS PLAN Tactical Asset Allocation Moderate |
20.43%
Dec 2018 – Dec 2021 |
13.08%
Oct 2016 – Oct 2021 |
8.62%
Oct 2011 – Oct 2021 |
7.74%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart