UPGR ETF

$23.68
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Returns Overview

1 Month
+9.59%
3 Months
+1.69%
6 Months
+36.46%
YTD
+5.83%
1 Year
+46.20%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPGR 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

+9.59%

3 Months Performance

+1.69%

6 Months Performance

+36.46%

1 Year Performance

+46.20%

Benchmark & Peers

Benchmark
Solactive United States Green Infrastructure ESG Screened Index(NA)
This ETF (YTD)
+5.83%
Peer Avg (YTD)
+1.87%
vs Peers
+3.96%

UPGR ETF Performance

UPGR performance across multiple time periods: 1-month 9.59%, YTD 5.83%, 1-year 46.20%.

UPGR returns outperform the peer average of 1.87% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+9.59%N/A
3 Months+1.69%N/A
6 Months+36.46%N/A
1 Year+46.20%N/A

All returns shown are total returns, not annualized