UPW ETF

UPW ETF
$19.93
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Returns Overview

1 Month
-12.07%
3 Months
-24.85%
6 Months
-27.24%
YTD
-18.43%
1 Year
-20.41%
3 Years (annualized)
+83.16%
5 Years (annualized)
+3.97%
10 Years (annualized)
+7.57%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPW 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
S&P Utilities Select Sector Index
This ETF (YTD)
-18.43%
Peer Avg (YTD)
+5.41%
vs Peers
-23.84%

UPW ETF Performance

UPW performance across multiple time periods: 1-month -12.07%, YTD -18.43%, 1-year -20.41%, 3-year 83.16%, 5-year 3.97%, 10-year 7.57%.

UPW 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.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-12.07%N/A
3 Months-24.85%N/A
6 Months-27.24%N/A
1 Year-20.41%N/A
3 Years+83.16%N/A
5 Years+3.97%N/A

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