UGE ETF

UGE ETF
$19.68
See how much of UGE you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-9.35%
3 Months
-6.73%
6 Months
-5.85%
YTD
+3.62%
1 Year
+7.99%
3 Years (annualized)
+5.86%
5 Years (annualized)
-4.09%
10 Years (annualized)
+6.67%

Risk Metrics (1-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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Consumer Staples Select Sector Index
This ETF (YTD)
+3.62%
Peer Avg (YTD)
+5.41%
vs Peers
-1.79%

UGE ETF Performance

UGE performance across multiple time periods: 1-month -9.35%, YTD 3.62%, 1-year 7.99%, 3-year 5.86%, 5-year -4.09%, 10-year 6.67%.

UGE returns trail the peer average of 5.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-9.35%N/A
3 Months-6.73%N/A
6 Months-5.85%N/A
1 Year+7.99%N/A
3 Years+5.86%N/A
5 Years-4.09%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized