UPGD ETF

$77.23

Returns Overview

1 Month
+2.17%
3 Months
-0.68%
6 Months
+6.00%
YTD
+4.20%
1 Year
+6.88%
3 Years
+9.58%
5 Years
+8.94%
10 Years
+10.70%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPGD 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
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📉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

+2.17%

3 Months Performance

-0.68%

6 Months Performance

+6.00%

1 Year Performance

+6.88%

Benchmark & Peers

Benchmark
Bloomberg ANR Improvers Index(NA)
This ETF (YTD)
+4.20%
Peer Avg (YTD)
+1.79%
vs Peers
+2.40%

UPGD ETF Performance

UPGD performance across multiple time periods: 1-month 2.17%, YTD 4.20%, 1-year 6.88%, 3-year 9.58%, 5-year 8.94%, 10-year 10.70%.

UPGD returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+2.17%Apr 13, 2026 to May 12, 2026
3 Months-0.68%Feb 12, 2026 to May 12, 2026
6 Months+6.00%Nov 12, 2025 to May 12, 2026
1 Year+6.88%N/A
3 Years+9.58%N/A
5 Years+8.94%N/A

All returns shown are total returns, not annualized