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Invesco[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | +0.1% | +2.0% | −0.1% | −0.9% | +11.8% | +13.6% | +61.1% | +33.4% | +475.9% |
| S&P 500 · VOO | −0.4% | +2.6% | −2.3% | −2.1% | +11.5% | +11.6% | +79.3% | +72.7% | — |
$25 of every $1,000 in UPGD is Mettler-Toledo
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | MTDMettler-Toledo International | Healthcare | 2.46% | $245.60 | 1,554 | $2.7M |
| 2 | MARMarriott International /MD | Consumer Cyclical | 2.39% | $238.58 | 6,153 | $2.6M |
| 3 | EBAYEBAY | Consumer Cyclical | 2.37% | $236.71 | 22K | $2.6M |
| 4 | TXNTexas Instruments | Technology | 2.36% | $236.30 | 8,282 | $2.6M |
| 5 | ALLEAllegion | Industrials | 2.36% | $236.16 | 14K | $2.6M |
| 6 | BDXBecton Dickinson | Healthcare | 2.33% | $232.53 | 12K | $2.5M |
| 7 | TSLATesla | Consumer Cyclical | 2.29% | $228.91 | 6,308 | $2.5M |
| 8 | CHDChurch & Dwight | Consumer Defensive | 2.28% | $228.21 | 22K | $2.5M |
| 9 | ELEstee Lauder Cos /The | Consumer Defensive | 2.28% | $228.03 | 23K | $2.5M |
| 10 | CTASCintas | Industrials | 2.27% | $226.56 | 11K | $2.5M |
| 11 | ADPAutomatic Data Processing | Technology | 2.25% | $224.64 | 7,990 | $2.5M |
| 12 | YUMYum! Brands | Consumer Cyclical | 2.21% | $220.82 | 15K | $2.4M |
| 13 | CNCCentene | Healthcare | 2.20% | $219.64 | 34K | $2.4M |
| 14 | FASTFastenal | Industrials | 2.18% | $218.39 | 43K | $2.4M |
| 15 | WECWEC Energy Group | Utilities | 2.17% | $217.29 | 20K | $2.4M |
UPGD has no close peers in our data yet: […]
No peers with a full year of prices to rank against yet.
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | MTD | Mettler-Toledo International | 2.46% |
| 2 | MAR | Marriott International /MD | 2.39% |
| 3 | EBAY | EBAY | 2.37% |
| 4 | TXN | Texas Instruments | 2.36% |
| 5 | ALLE | Allegion | 2.36% |
| 6 | BDX | Becton Dickinson & | 2.33% |
| 7 | TSLA | Tesla | 2.29% |
| 8 | CHD | Church & Dwight | 2.28% |
| 9 | EL | Estee Lauder Cos /The | 2.28% |
| 10 | CTAS | Cintas | 2.27% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| UPGD | 0.73 | 1.10 | 14.3% | −10.0% | 0.73 | $40 |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Dec 22, 2025 | Dec 26, 2025 | $1.29 |
| Dec 23, 2024 | Dec 27, 2024 | $0.88 |
| Dec 18, 2023 | Dec 22, 2023 | $0.86 |
| Dec 19, 2022 | Dec 23, 2022 | $0.39 |
| Dec 20, 2021 | Dec 31, 2021 | $0.33 |
| Dec 21, 2020 | Dec 31, 2020 | $0.14 |
| Dec 23, 2019 | Dec 31, 2019 | $0.0958 |
| Dec 24, 2018 | Dec 31, 2018 | $0.52 |
| Dec 23, 2016 | […] | $0.59 |
| Dec 24, 2015 | […] | $0.30 |
| Dec 24, 2014 | […] | $0.0910 |
| Dec 24, 2013 | […] | $0.11 |
