UPV ETF

UPV ETF
$91.12
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Returns Overview

1 Month
-10.45%
3 Months
-5.28%
6 Months
+8.96%
YTD
+2.17%
1 Year
+15.53%
3 Years (annualized)
+28.01%
5 Years (annualized)
+9.15%
10 Years (annualized)
+11.50%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPV 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
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🏦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
FTSE Developed Europe All Cap Index(AD13X)
This ETF (YTD)
+2.17%
Peer Avg (YTD)
+7.58%
vs Peers
-5.41%

UPV ETF Performance

UPV performance across multiple time periods: 1-month -10.45%, YTD 2.17%, 1-year 15.53%, 3-year 28.01%, 5-year 9.15%, 10-year 11.50%.

UPV returns trail the peer average of 7.58% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Compare UPV

UPV vs SPYUPV vs QQQUPV vs VOOUPV vs VTIUPV vs IVVUPV vs SCHDUPV vs VYMUPV vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-10.45%N/A
3 Months-5.28%N/A
6 Months+8.96%N/A
1 Year+15.53%N/A
3 Years+28.01%N/A
5 Years+9.15%N/A

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