UGL ETF

$50.69

Returns Overview

1 Month
-23.15%
3 Months
-27.27%
6 Months
-21.20%
YTD
-20.79%
1 Year
+28.05%
3 Years (annualized)
+44.49%
5 Years (annualized)
+25.18%
10 Years (annualized)
+14.67%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UGL 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Gold Sub Index(^BBGGSI)
This ETF (YTD)
-20.79%
Peer Avg (YTD)
+12.13%
vs Peers
-32.92%

UGL ETF Performance

UGL performance across multiple time periods: 1-month -23.15%, YTD -20.79%, 1-year 28.05%, 3-year 44.49%, 5-year 25.18%, 10-year 14.67%.

UGL returns trail the peer average of 12.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month-23.15%N/A
3 Months-27.27%N/A
6 Months-21.20%N/A
1 Year+28.05%N/A
3 Years+44.49%N/A
5 Years+25.18%N/A

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