Performance analysis of UPAR (UPAR ULTRA RISK PARITY ETF)
Annual Return
Over the past 3 years, UPAR has had an average annual return of +11.13%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jan 4, 2022, UPAR has had an average annual return of -0.18%, underperforming the benchmark SPY, which returned +12.58% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.13% | +23.88% | -2.24% | +5.72% | -30.27% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.75% | +7.94% | -7.86% | +2.74% | +1.34% | +1.49% | +11.13% | ||||||
| 2025 | +2.90% | +4.63% | -0.13% | -1.92% | +0.45% | +4.76% | -0.71% | +3.04% | +5.86% | +2.78% | +1.02% | -0.71% | +23.88% |
| 2024 | -3.05% | -0.32% | +4.76% | -5.52% | +4.54% | +0.60% | +3.83% | +2.29% | +3.95% | -5.68% | +1.06% | -7.64% | -2.24% |
| 2023 | +8.86% | -6.35% | +5.26% | +0.07% | -4.38% | +2.74% | +0.95% | -4.77% | -8.43% | -5.47% | +10.83% | +8.65% | +5.72% |
| 2022 | -3.05% | -1.87% | -0.91% | -11.37% | -1.59% | -10.53% | +6.87% | -5.19% | -15.52% | +2.56% | +11.58% | -3.22% | -30.27% |
Drawdown analysis of UPAR (UPAR ULTRA RISK PARITY ETF)
The maximum drawdown for the UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 582 trading sessions.
The current UPAR drawdown is -2.98%.
Since Jan 4, 2022 UPAR has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -38.97% | Jan 12, 2022 | 448 | Oct 25, 2023 | 582 | Feb 23, 2026 | 1030 |
| -11.14% | Mar 2, 2026 | 19 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -2.22% | Jan 4, 2022 | 4 | Jan 10, 2022 | 2 | Jan 12, 2022 | 6 |