UPAR ETF

Returns Overview

1 Month
-4.36%
3 Months
+0.30%
6 Months
+4.65%
YTD
+4.08%
1 Year
+17.01%
3 Years (annualized)
+8.60%

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
PROUpgrade to run

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)
+4.08%
Peer Avg (YTD)
+3.47%
vs Peers
+0.60%

UPAR ETF Performance

UPAR performance across multiple time periods: 1-month -4.36%, YTD 4.08%, 1-year 17.01%, 3-year 8.60%.

UPAR returns outperform the peer average of 3.47% 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.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-4.36%N/A
3 Months+0.30%N/A
6 Months+4.65%N/A
1 Year+17.01%N/A
3 Years+8.60%N/A

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