UGE ETF

$19.36

Returns Overview

1 Month
+1.11%
3 Months
+2.13%
6 Months
+12.78%
YTD
+12.77%
1 Year
+2.92%
3 Years (annualized)
+4.88%
5 Years (annualized)
-2.85%
10 Years (annualized)
+7.66%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Consumer Staples Select Sector Index
This ETF (YTD)
+12.77%
Peer Avg (YTD)
+3.47%
vs Peers
+9.29%

UGE ETF Performance

UGE performance across multiple time periods: 1-month 1.11%, YTD 12.77%, 1-year 2.92%, 3-year 4.88%, 5-year -2.85%, 10-year 7.66%.

UGE returns outperform the peer average of 3.47% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.11%N/A
3 Months+2.13%N/A
6 Months+12.78%N/A
1 Year+2.92%N/A
3 Years+4.88%N/A
5 Years-2.85%N/A

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