UPSX ETF

$16.87

Returns Overview

1 Month
+4.13%
3 Months
+64.19%
6 Months
-53.70%
YTD
-57.61%
1 Year
-84.93%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPSX 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

This ETF (YTD)
-57.61%
Peer Avg (YTD)
+12.13%
vs Peers
-69.74%

UPSX ETF Performance

UPSX performance across multiple time periods: 1-month 4.13%, YTD -57.61%, 1-year -84.93%.

UPSX returns trail the peer average of 12.13% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.13%N/A
3 Months+64.19%N/A
6 Months-53.70%N/A
1 Year-84.93%N/A

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