$37.59
-0.30 (-0.79%)
USD · as of 2026-08-21 · marketstack
Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | UGI | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +7.2% | −6.7% | −1.7% | −0.9% | −3.2% | −1.1% | +4.6% | +4.1% | — | — | — | — | +1.5% | +12.9% | −11.4pp |
| 2025 | +8.9% | +11.2% | −2.1% | −0.8% | +10.0% | +2.1% | −0.7% | −4.3% | −2.9% | +0.5% | +18.3% | −4.4% | +38.4% | +17.7% | +20.6pp |
| 2024 | −10.0% | +10.6% | +1.7% | +4.2% | −0.4% | −8.5% | +8.2% | +0.5% | +2.1% | −4.4% | +27.0% | −5.8% | +22.0% | +24.9% | −2.9pp |
| 2023 | +7.4% | −6.5% | −5.7% | −2.5% | −17.4% | −2.3% | +0.1% | −6.7% | −7.2% | −9.6% | +5.7% | +13.7% | −29.8% | +26.2% | −56.0pp |
| 2022 | −1.2% | −15.2% | −4.8% | −5.3% | +24.6% | −8.9% | +11.8% | −8.5% | −17.4% | +9.3% | +9.4% | −3.2% | −16.1% | −18.2% | +2.0pp |
| 2021 | +2.9% | +6.4% | +7.9% | +6.6% | +5.4% | +1.3% | −0.7% | +0.7% | −7.3% | +1.9% | −5.0% | +12.2% | +35.4% | +28.7% | +6.7pp |
| 2020 | −7.9% | −13.3% | −25.2% | +13.2% | +5.5% | +0.9% | +4.8% | +3.6% | −3.5% | −1.9% | +9.7% | −0.5% | −19.4% | +18.3% | −37.7pp |
| 2019 | +6.9% | −3.7% | +1.4% | −1.6% | −5.3% | +4.1% | −4.3% | −4.1% | +3.3% | −5.2% | −8.6% | +4.5% | −13.2% | +31.2% | −44.5pp |
| 2018 | −2.5% | −5.9% | +3.7% | +8.9% | +4.3% | +3.7% | +2.1% | +1.7% | +3.1% | −4.4% | +8.3% | −6.7% | +16.0% | −4.6% | +20.5pp |
| 2017 | +0.6% | +4.0% | +2.9% | +1.5% | +2.0% | −4.9% | +4.3% | −2.1% | −4.7% | +2.1% | +2.4% | −3.7% | +4.0% | +21.7% | −17.7pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 22 | 21 | 21 | 21 | 21 |
| Positive ⓘ | 62% | 52% | 52% | 67% | 62% | 57% | 67% | 41% | 43% | 62% | 52% | 48% |
| Median | +0.7% | +1.6% | +1.4% | +3.6% | +3.8% | +1.3% | +2.1% | −0.8% | −0.7% | +1.9% | +0.1% | −0.5% |
| Best | +8.9% | +11.2% | +9.7% | +13.2% | +24.6% | +7.2% | +11.8% | +9.1% | +5.1% | +10.6% | +27.0% | +13.7% |
| Worst | −10.0% | −15.2% | −25.2% | −5.3% | −17.4% | −8.9% | −5.7% | −8.5% | −17.4% | −16.2% | −8.6% | −6.7% |
| vs SPY ⓘ | +1.8pp | −1.2pp | +0.7pp | +1.3pp | +1.9pp | −0.5pp | −1.6pp | −2.3pp | −1.5pp | +0.6pp | −1.2pp | +1.1pp |
253 monthly observations · 2005–2026 · benchmark SPY