UGE ETF

UGE ETF
$19.45
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Returns Overview

1 Month
+3.73%
3 Months
+0.89%
6 Months
+1.99%
YTD
+16.98%
1 Year
+10.76%
3 Years (annualized)
+4.92%
5 Years (annualized)
-2.63%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UGE 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 Consumer Staples Select Sector Index
This ETF (YTD)
+16.98%
Peer Avg (YTD)
+2.39%
vs Peers
+14.59%

UGE ETF Performance

UGE performance across multiple time periods: 1-month 3.73%, YTD 16.98%, 1-year 10.76%, 3-year 4.92%, 5-year -2.63%, 10-year 7.77%.

UGE returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.73%N/A
3 Months+0.89%N/A
6 Months+1.99%N/A
1 Year+10.76%N/A
3 Years+4.92%N/A
5 Years-2.63%N/A

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