UPGD ETF

$75.47
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Returns Overview

1 Month
+3.72%
3 Months
+3.73%
6 Months
+6.17%
YTD
+3.40%
1 Year
+6.88%
3 Years
+9.58%
5 Years
+8.94%
10 Years
+10.70%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPGD 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

+3.72%

3 Months Performance

+3.73%

6 Months Performance

+6.17%

1 Year Performance

+6.88%

Benchmark & Peers

Benchmark
Bloomberg ANR Improvers Index(NA)
This ETF (YTD)
+3.40%
Peer Avg (YTD)
+1.79%
vs Peers
+1.61%

UPGD ETF Performance

UPGD performance across multiple time periods: 1-month 3.72%, YTD 3.40%, 1-year 6.88%, 3-year 9.58%, 5-year 8.94%, 10-year 10.70%.

UPGD returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.72%N/A
3 Months+3.73%N/A
6 Months+6.17%N/A
1 Year+6.88%N/A
3 Years+9.58%N/A
5 Years+8.94%N/A

All returns shown are total returns, not annualized