UPGD ETF

$84.20

Returns Overview

1 Month
-0.02%
3 Months
+12.30%
6 Months
+10.70%
YTD
+10.37%
1 Year
+17.37%
3 Years (annualized)
+13.71%
5 Years (annualized)
+7.10%
10 Years (annualized)
+10.43%

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
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
Bloomberg ANR Improvers Index
This ETF (YTD)
+10.37%
Peer Avg (YTD)
+10.82%
vs Peers
-0.45%

UPGD ETF Performance

UPGD performance across multiple time periods: 1-month -0.02%, YTD 10.37%, 1-year 17.37%, 3-year 13.71%, 5-year 7.10%, 10-year 10.43%.

UPGD returns trail the peer average of 10.82% 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-0.02%N/A
3 Months+12.30%N/A
6 Months+10.70%N/A
1 Year+17.37%N/A
3 Years+13.71%N/A
5 Years+7.10%N/A

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