UPGR ETF

UPGR ETF
$23.76
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Returns Overview

1 Month
-14.80%
3 Months
-7.97%
6 Months
-8.35%
YTD
+0.42%
1 Year
+25.18%
3 Years (annualized)
-0.83%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPGR 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
Solactive United States Green Infrastructure ESG Screened Index
This ETF (YTD)
+0.42%
Peer Avg (YTD)
+9.41%
vs Peers
-8.99%

UPGR ETF Performance

UPGR performance across multiple time periods: 1-month -14.80%, YTD 0.42%, 1-year 25.18%, 3-year -0.83%.

UPGR returns trail the peer average of 9.41% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-14.80%N/A
3 Months-7.97%N/A
6 Months-8.35%N/A
1 Year+25.18%N/A
3 Years-0.83%N/A

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