Loading…
| Side by side | UPGR |
|---|---|
| Strategy | Thematic · Infrastructure |
| Expense ratio | 0.35% |
| Cost per year on $10k | $35 |
| Trailing 12-mo yield | 3.01% |
| Income per year on $10k | $301 |
| YTD | −11.2% |
| 1 year | −15.4% |
| 3 years · per year | +6.4% |
| 5 years · per year | — |
| Worst drop · 1Y | −31.1% |
| Volatility · 1Y | 30.9% |
| Holdings | 49 |
| Assets | $1M |
| Leverage | None |
| Since | 2023 |
Highlighted = best in the row. Returns include dividends.