UPSX ETF

$13.90

Returns Overview

1 Month
-23.54%
3 Months
+192.67%
6 Months
-19.52%
YTD
-23.54%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPSX 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
🔒Upgrade to run
📉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

-23.54%

3 Months Performance

+192.67%

6 Months Performance

-19.52%

1 Year Performance

-

Benchmark & Peers

Benchmark
NA(NA)
This ETF (YTD)
-23.54%
Peer Avg (YTD)
-1.20%
vs Peers
-22.35%

UPSX ETF Performance

UPSX performance across multiple time periods: 1-month -23.54%, YTD -23.54%.

UPSX returns trail the peer average of -1.20% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-23.54%N/A
3 Months+192.67%N/A
6 Months-19.52%N/A

All returns shown are total returns, not annualized