UPGD ETF

UPGD ETF
$81.65
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Returns Overview

1 Month
-3.54%
3 Months
-2.53%
6 Months
+9.46%
YTD
+7.58%
1 Year
+8.41%
3 Years (annualized)
+13.83%
5 Years (annualized)
+7.63%
10 Years (annualized)
+9.68%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg ANR Improvers Index
This ETF (YTD)
+7.58%
Peer Avg (YTD)
+6.73%
vs Peers
+0.85%

UPGD ETF Performance

UPGD performance across multiple time periods: 1-month -3.54%, YTD 7.58%, 1-year 8.41%, 3-year 13.83%, 5-year 7.63%, 10-year 9.68%.

UPGD returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-3.54%N/A
3 Months-2.53%N/A
6 Months+9.46%N/A
1 Year+8.41%N/A
3 Years+13.83%N/A
5 Years+7.63%N/A

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