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UPGD

UPGD
Current price
73.08 USD 0 USD (0.00%)
Company
ISIN -
Category Mid-Cap Blend
Exchange NYSE ARCA
Capitalization 113 515 435 USD
Yield for 12 month +36.19 %
1Y
3Y
5Y
10Y
15Y
UPGD
21.11.2021 - 28.11.2021

UPGD, a constituent of the ETF, is listed on the NYSE ARCA. Its market capitalization stands at 113 515 435 USD. Over the past year, it has generated a yield of +36.19 %. The fund's net expense ratio, a critical measure of operational efficiency, is recorded at 0.4 %. A significant allocation in cash assets underscores its liquidity position and risk management strategy. Turning to technical indicators, they offer a granular perspective on the fund's market behavior, historical trends, and potential forward momentum. For an in-depth analysis get premium access.

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Analytics

Total Assets

113 515 435 USD

Net Expense Ratio

0.4 %

Annual Holdings Turnover

Asset HoldingUPGD

Cash

Long 0.1%
Short 0.01%
Net Assets 0.09%

The US stocks

Long 96.22%
Short -
Net Assets 96.22%

Stocks ex-US

Long 3.68%
Short -
Net Assets 3.68%

Bonds

Long -
Short -
Net Assets -

Other

Long -
Short -
Net Assets -

Efficiency UPGD

1y Volatility 14.09%
Returns YTD 17.46%
3y Volatility 19.78%
Returns 1Y 35.21%
3y ExpReturn 0.00%
Returns 3Y 4.34%
3y SharpRatio 0.12%
Returns 5Y 11.24%
Returns 10Y 8.51%

Dividend Analytics UPGD

Dividend growth over 5 years

64 %

Continuous growth

3 years

Dividend History UPGD

1 year
3 years
5 years
10 years
21.11.2021 - 28.11.2021

Technical indicators UPGD

For 52 weeks

52.21 USD 73.08 USD
50 Day MA
200 Day MA