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Invesco[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.1% | 0.0% | +1.3% | −1.8% | +11.5% | +14.5% | +55.7% | +36.1% | +474.2% |
| S&P 500 · VOO | −0.3% | −0.6% | −3.6% | −2.7% | +10.9% | +13.1% | +79.3% | +74.2% | — |
$25 of every $1,000 in UPGD is Mettler-Toledo
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | MTDMettler-Toledo International | Healthcare | 2.50% | $249.76 | 1,550 | $2.7M |
| 2 | EBAYEBAY | Consumer Cyclical | 2.38% | $238.45 | 22K | $2.6M |
| 3 | ALLEAllegion | Industrials | 2.37% | $236.77 | 14K | $2.6M |
| 4 | MARMarriott International /MD | Consumer Cyclical | 2.35% | $234.69 | 6,153 | $2.6M |
| 5 | ELEstee Lauder Cos /The | Consumer Defensive | 2.34% | $233.55 | 23K | $2.6M |
| 6 | BDXBecton Dickinson | Healthcare | 2.32% | $232.18 | 12K | $2.5M |
| 7 | CHDChurch & Dwight | Consumer Defensive | 2.27% | $227.45 | 22K | $2.5M |
| 8 | TXNTexas Instruments | Technology | 2.24% | $223.57 | 8,268 | $2.4M |
| 9 | YUMYum! Brands | Consumer Cyclical | 2.23% | $222.97 | 15K | $2.4M |
| 10 | CTASCintas | Industrials | 2.22% | $222.41 | 11K | $2.4M |
| 11 | OTISOTIS Worldwide | Industrials | 2.22% | $221.53 | 31K | $2.4M |
| 12 | ADPAutomatic Data Processing | Technology | 2.21% | $220.56 | 7,986 | $2.4M |
| 13 | WSMWilliams-Sonoma | Consumer Cyclical | 2.19% | $218.50 | 9,132 | $2.4M |
| 14 | ILMNIllumina | Healthcare | 2.18% | $217.80 | 11K | $2.4M |
| 15 | TSLATesla | Consumer Cyclical | 2.18% | $217.70 | 6,298 | $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 | 2.50% |
| 2 | EBAY | EBAY | 2.38% |
| 3 | ALLE | Allegion | 2.37% |
| 4 | MAR | Marriott International /MD | 2.35% |
| 5 | EL | Estee Lauder Cos /The | 2.34% |
| 6 | BDX | Becton Dickinson & | 2.32% |
| 7 | CHD | Church & Dwight | 2.27% |
| 8 | TXN | Texas Instruments | 2.24% |
| 9 | YUM | Yum! Brands | 2.23% |
| 10 | CTAS | Cintas | 2.22% |
| Fund | Sharpe | Sortino | Volatility | Max DD | Beta | Fee / $10k |
|---|---|---|---|---|---|---|
| UPGD | 0.77 | 1.15 | 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 |
