Performance analysis of UPGR (XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF)
Annual Return
Since Jul 13, 2023, UPGR has had an average annual return of +6.29%, underperforming the benchmark SPY, which returned +21.02% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +22.11% | +35.26% | -14.73% | -15.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +9.49% | -5.76% | -5.34% | +11.60% | +10.32% | +1.54% | +22.11% | ||||||
| 2025 | +1.15% | -8.77% | -8.31% | +1.26% | +10.53% | +7.57% | +6.35% | +7.59% | +11.16% | +12.40% | -5.45% | -1.78% | +35.26% |
| 2024 | -10.89% | +4.03% | +1.22% | -9.06% | +10.76% | -8.85% | +8.25% | -3.24% | +0.61% | -3.89% | +6.30% | -8.07% | -14.73% |
| 2023 | +0.58% | -9.91% | -10.99% | -12.59% | +6.54% | +12.79% | -15.28% |
Drawdown analysis of UPGR (XTRACKERS US GREEN INFRASTRUCTURE SELECT EQUITY ETF)
The maximum drawdown for the UPGR was -46.60%, occurring on Apr 8, 2025. Recovery took 124 trading sessions.
The current UPGR drawdown is -2.52%.
Since Jul 13, 2023 UPGR has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -46.60% | Jul 18, 2023 | 433 | Apr 8, 2025 | 124 | Oct 6, 2025 | 557 |
| -16.55% | Oct 15, 2025 | 113 | Mar 30, 2026 | 28 | May 8, 2026 | 141 |
| -8.11% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -5.13% | Oct 6, 2025 | 4 | Oct 10, 2025 | 1 | Oct 13, 2025 | 5 |
| -2.52% | Jun 2, 2026 | 1 | Jun 3, 2026 | Ongoing | Ongoing | Ongoing |
| -2.16% | May 11, 2026 | 1 | May 12, 2026 | 1 | May 13, 2026 | 2 |
| -2.05% | Jul 13, 2023 | 1 | Jul 14, 2023 | 1 | Jul 17, 2023 | 2 |
| -1.25% | May 28, 2026 | 1 | May 29, 2026 | 2 | Jun 2, 2026 | 3 |