UGE ETF

$18.75

Returns Overview

1 Month
+14.71%
3 Months
+18.61%
6 Months
+7.79%
YTD
+14.70%
1 Year
+7.47%
3 Years
+4.86%
5 Years
-0.15%
10 Years
+9.65%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UGE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

+14.71%

3 Months Performance

+18.61%

6 Months Performance

+7.79%

1 Year Performance

+7.47%

Benchmark & Peers

Benchmark
S&P Consumer Staples Select Sector Index(NA)
This ETF (YTD)
+14.70%
Peer Avg (YTD)
+0.53%
vs Peers
+14.17%

UGE ETF Performance

UGE performance across multiple time periods: 1-month 14.71%, YTD 14.70%, 1-year 7.47%, 3-year 4.86%, 5-year -0.15%, 10-year 9.65%.

UGE returns outperform the peer average of 0.53% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

UGE performance comparison shows side-by-side returns with another fund. UGE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+14.71%N/A
3 Months+18.61%N/A
6 Months+7.79%N/A
1 Year+7.47%N/A
3 Years+4.86%N/A
5 Years-0.15%N/A

All returns shown are total returns, not annualized