UGI Total Return Calculator
$10,000 since Dec 2007, with and without reinvesting · data through Oct 2026
$10,000 invested in UGI ten years ago, at the end of Oct 2016, was worth $12,039 at the end of Oct 2026 with every dividend reinvested: 1.9% a year, against $41,633 in the S&P 500. Since Dec 2007, $10,000 became $39,990 reinvested (7.6% a year), or $32,100 taking the dividends as cash, $10,818 of it paid out along the way.
UGI became
$39,990
S&P 500: $72,756
Return a year
7.6%
S&P 500: 11.1%
Payouts reinvested
$15,328
bought more shares
Worst drop
-56.7%
S&P 500: -48.2%
$10,000, Dec 2007 to Oct 2026
Payouts reinvested · S&P 500 reinvested
| Year | UGI total return | Paid out | S&P 500 |
|---|---|---|---|
| 2026 (part) | +6.5% | $1,122 | +11.7% |
| 2025 | +38.3% | $1,475 | +17.7% |
| 2024 | +22.0% | $1,452 | +24.9% |
| 2023 | −29.8% | $1,306 | +26.2% |
| 2022 | −16.1% | $1,167 | −18.2% |
| 2021 | +35.4% | $1,101 | +28.7% |
| 2020 | −19.4% | $1,008 | +18.3% |
| 2019 | −13.2% | $951 | +31.2% |
| 2018 | +16.0% | $776 | −4.6% |
| 2017 | +3.5% | $556 | +21.7% |
| 2016 | +39.6% | $716 | +12.0% |
| 2015 | −8.6% | $673 | +1.2% |
| 2014 | +40.8% | $568 | +13.5% |
| 2013 | +30.4% | $523 | +32.3% |
| 2012 | +15.3% | $466 | +16.0% |
| 2011 | −3.6% | $443 | +1.9% |
| 2010 | +35.0% | $385 | +15.1% |
| 2009 | +2.5% | $335 | +26.4% |
| 2008 | −7.7% | $307 | −36.8% |
"Paid out" is what your holding received that year. Month-end prices; no costs or taxes.
Key facts: UGI total return
Data as of · Source: SmarterDividends data
- $10,000 invested in UGI at the end of Dec 2007, with dividends reinvested, was worth $39,990 at the end of Oct 2026: 7.6% a year, against $72,756 (11.1% a year) in the S&P 500.
- Over the 10 years to Oct 2026, UGI turned $10,000 into $12,039 with dividends reinvested, 1.9% a year.
- Over the 5 years to Oct 2026, UGI returned 2.4% a year with dividends reinvested (S&P 500: 12.0%).
- Taking UGI's dividends as cash instead of reinvesting them, the same $10,000 ended at $32,100, including $10,818 of cash received; reinvesting added $7,889.
- UGI's best calendar year in that time was 2014 (40.8%) and its worst 2023 (-29.8%), with dividends reinvested.
Cite this page
SmarterDividends, "UGI Total Return Calculator," updated Nov 5, 2026, https://smarterdividends.com/stocks/UGI/total-return
UGI total return questions
If I invested $10,000 in UGI 10 years ago, how much would I have?
About $12,039 at the end of Oct 2026, with every dividend reinvested: 1.9% a year. Taking them as cash, you'd have shares worth $8,354 or so plus the cash you received. The same $10,000 in the S&P 500 became $41,633.
What is UGI's total return since Dec 2007?
300% in total, or 7.6% a year, through Oct 2026 with dividends reinvested. The share price alone rose 113%.
How much of UGI's return came from dividends?
About 46% of its yearly return since Dec 2007. Reinvesting them, rather than taking cash, left you $7,889 better off on a $10,000 start.
What was UGI's worst year?
2023, at -29.8% with dividends reinvested (S&P 500: 26.2%). Its deepest fall from a peak, on month-end values, was -56.7%.
How is total return calculated here?
From month-end prices: the adjusted price counts every dividend reinvested in the month it was paid; the plain price doesn't. The S&P 500 is SPY with its dividends reinvested. No trading costs or taxes.