# Star Group, L.P. (SGU) vs State Street SPDR S&P 500 ETF Trust (SPY) · total-return overlay

LOPJLB holding-return compare (5Y). Dividends and splits. Each path starts at 0% from the first adjusted close in the window.

Star Group, L.P. (SGU) vs State Street SPDR S&P 500 ETF Trust (SPY) total return over 5Y: SGU +65.46%, SPY +88.06%. Regime SGU BULL · SPY BULL. As of Oct 13, 2026. Research only.

- Interactive: https://www.lopjlb.com/vs/SGU/SPY
- API: `GET /bff/api/bigfive/compare-series?symbols=SGU%2CSPY&range=5y`

## Window

| Symbol | Window % | Worst drawdown | YTD |
|---|---:|---:|---:|
| SGU | +65.46% | -30.80% | +15.66% |
| SPY | +88.06% | -24.49% | +14.78% |

## Periods (calendar lookback)

| Symbol | 1Y | 2Y | 3Y | 5Y |
|---|---:|---:|---:|---:|
| SGU | +19.20% | +28.52% | +36.74% | +65.46% |
| SPY | +18.61% | +36.22% | +86.97% | +88.06% |

## Annual

| Year | SGU | SPY |
|---|---:|---:|
| YTD | +15.66% | +14.78% |
| 2025 | +10.60% | +18.01% |
| 2024 | +3.02% | +25.59% |
| 2023 | +2.46% | +26.73% |
| 2022 | +19.24% | -18.64% |
| 2021 | +2.61% | +7.72% |

---

Research context only. Not personalized investment advice.