UPAR ETF

UPAR ETF
$16.37
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Returns Overview

1 Month
-4.09%
3 Months
-4.95%
6 Months
-3.25%
YTD
+1.84%
1 Year
+15.10%
3 Years (annualized)
+7.38%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPAR 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This ETF (YTD)
+1.84%
Peer Avg (YTD)
+2.39%
vs Peers
-0.55%

UPAR ETF Performance

UPAR performance across multiple time periods: 1-month -4.09%, YTD 1.84%, 1-year 15.10%, 3-year 7.38%.

UPAR returns trail the peer average of 2.39% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this ETF.

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

Compare UPAR

UPAR vs SPYUPAR vs QQQUPAR vs VOOUPAR vs VTIUPAR vs IVVUPAR vs SCHDUPAR vs VYMUPAR vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.09%N/A
3 Months-4.95%N/A
6 Months-3.25%N/A
1 Year+15.10%N/A
3 Years+7.38%N/A

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