UPSX ETF

UPSX ETF
$9.43
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Returns Overview

1 Month
+4.96%
3 Months
-36.63%
6 Months
-15.48%
YTD
-71.82%
1 Year
-91.86%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This ETF (YTD)
-71.82%
Peer Avg (YTD)
+6.77%
vs Peers
-78.59%

UPSX ETF Performance

UPSX performance across multiple time periods: 1-month 4.96%, YTD -71.82%, 1-year -91.86%.

UPSX returns trail the peer average of 6.77% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+4.96%N/A
3 Months-36.63%N/A
6 Months-15.48%N/A
1 Year-91.86%N/A

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