UPW ETF

UPW ETF
$19.39
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Returns Overview

1 Month
-9.91%
3 Months
-10.87%
6 Months
-23.60%
YTD
-5.07%
1 Year
-2.44%
3 Years (annualized)
+83.16%
5 Years (annualized)
+3.97%
10 Years (annualized)
+7.57%

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
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🏦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)
-5.07%
Peer Avg (YTD)
+4.75%
vs Peers
-9.82%

UPW ETF Performance

UPW performance across multiple time periods: 1-month -9.91%, YTD -5.07%, 1-year -2.44%, 3-year 83.16%, 5-year 3.97%, 10-year 7.57%.

UPW returns trail the peer average of 4.75% 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-9.91%N/A
3 Months-10.87%N/A
6 Months-23.60%N/A
1 Year-2.44%N/A
3 Years+83.16%N/A
5 Years+3.97%N/A

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