UPV ETF

UPV ETF
$97.32
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Returns Overview

1 Month
+3.89%
3 Months
+8.50%
6 Months
+5.85%
YTD
+15.25%
1 Year
+40.10%
3 Years (annualized)
+23.45%
5 Years (annualized)
+9.49%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPV 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

Benchmark
FTSE Developed Europe All Cap Index(AD13X)
This ETF (YTD)
+15.25%
Peer Avg (YTD)
-0.65%
vs Peers
+15.90%

UPV ETF Performance

UPV performance across multiple time periods: 1-month 3.89%, YTD 15.25%, 1-year 40.10%, 3-year 23.45%, 5-year 9.49%, 10-year 11.93%.

UPV returns outperform the peer average of -0.65% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Compare UPV

UPV vs SPYUPV vs QQQUPV vs VOOUPV vs VTIUPV vs IVVUPV vs SCHDUPV vs VYMUPV vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.89%N/A
3 Months+8.50%N/A
6 Months+5.85%N/A
1 Year+40.10%N/A
3 Years+23.45%N/A
5 Years+9.49%N/A

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