UPAR ETF

$16.70
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Returns Overview

1 Month
+5.85%
3 Months
+6.10%
6 Months
+18.59%
YTD
+5.26%
1 Year
+27.04%
3 Years
+7.60%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPAR 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

+5.85%

3 Months Performance

+6.10%

6 Months Performance

+18.59%

1 Year Performance

+27.04%

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+5.26%
Peer Avg (YTD)
+0.53%
vs Peers
+4.73%

UPAR ETF Performance

UPAR performance across multiple time periods: 1-month 5.85%, YTD 5.26%, 1-year 27.04%, 3-year 7.60%.

UPAR returns outperform the peer average of 0.53% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+5.85%N/A
3 Months+6.10%N/A
6 Months+18.59%N/A
1 Year+27.04%N/A
3 Years+7.60%N/A

All returns shown are total returns, not annualized