NYSEArca - Delayed Quote USD

UPAR Ultra Risk Parity ETF (UPAR)

14.44 +0.05 (+0.35%)
At close: October 16 at 4:00 PM EDT

Performance Overview: UPAR

Trailing returns as of 10/15/2024. Category is Moderate Allocation.

YTD Return

UPAR
7.74%
Category
12.27%

1-Year Return

UPAR
23.89%
Category
21.99%

3-Year Return

UPAR
0.00%
Category
4.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UPAR
Category
YTD
10.51%
12.27%
1-Month
4.00%
1.57%
3-Month
9.98%
5.34%
1-Year
26.77%
21.99%
3-Year
0.00%
4.89%
5-Year
0.00%
8.01%
10-Year
0.00%
6.89%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
UPAR
Category
2023
5.73%
13.78%

ETF Summary

The fund is an actively-managed ETF that seeks to replicate the returns of the Advanced Research Ultra Risk Parity Index (the “UPAR Index”). The UPAR Index is designed to provide leveraged exposure to the RPAR Index by using an implied financing rate to target 1.4 times the asset class exposures of the RPAR Index at each quarterly rebalance. It is non-diversified.

ETF Overview

Category Moderate Allocation
Fund Family Evoke
Net Assets 84.94M
YTD Daily Total Return 7.74%
Yield 2.67%
Legal Type Exchange Traded Fund

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