UPW ETF

UPW ETF
$21.44
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Returns Overview

1 Month
-5.14%
3 Months
-11.23%
6 Months
+3.23%
YTD
+5.37%
1 Year
+4.17%
3 Years (annualized)
+16.23%
5 Years (annualized)
+9.65%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would UPW 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

Benchmark
S&P Utilities Select Sector Index
This ETF (YTD)
+5.37%
Peer Avg (YTD)
+2.39%
vs Peers
+2.98%

UPW ETF Performance

UPW performance across multiple time periods: 1-month -5.14%, YTD 5.37%, 1-year 4.17%, 3-year 16.23%, 5-year 9.65%, 10-year 9.17%.

UPW returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-5.14%N/A
3 Months-11.23%N/A
6 Months+3.23%N/A
1 Year+4.17%N/A
3 Years+16.23%N/A
5 Years+9.65%N/A

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