UPGR ETF

$25.18

Returns Overview

1 Month
-1.98%
3 Months
+20.52%
6 Months
+17.88%
YTD
+13.83%
1 Year
+56.17%

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
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
Solactive United States Green Infrastructure ESG Screened Index
This ETF (YTD)
+13.83%
Peer Avg (YTD)
+9.51%
vs Peers
+4.33%

UPGR ETF Performance

UPGR performance across multiple time periods: 1-month -1.98%, YTD 13.83%, 1-year 56.17%.

UPGR returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-1.98%N/A
3 Months+20.52%N/A
6 Months+17.88%N/A
1 Year+56.17%N/A

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