UPSG ETF

UPSG ETF
$15.80
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Returns Overview

1 Month
-0.34%
3 Months
+16.20%
6 Months
+12.15%
YTD
+8.29%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPSG 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

This ETF (YTD)
+8.29%
Peer Avg (YTD)
+12.13%
vs Peers
-3.84%

UPSG ETF Performance

UPSG performance across multiple time periods: 1-month -0.34%, YTD 8.29%.

UPSG returns trail the peer average of 12.13% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.34%N/A
3 Months+16.20%N/A
6 Months+12.15%N/A

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