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Invesco[…]
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.7% | +1.6% | +1.3% | −2.1% | +11.8% | +13.6% | +58.8% | +34.9% | +475.5% |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$25 of every $1,000 in UPGD is Mettler-Toledo
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | MTDMettler-Toledo International | Healthcare | 2.46% | $245.73 | 1,550 | $2.7M |
| 2 | EBAYEBAY | Consumer Cyclical | 2.40% | $239.73 | 22K | $2.6M |
| 3 | MARMarriott International /MD | Consumer Cyclical | 2.39% | $239.37 | 6,153 | $2.6M |
| 4 | ALLEAllegion | Industrials | 2.35% | $235.43 | 14K | $2.6M |
| 5 | TXNTexas Instruments | Technology | 2.32% | $232.18 | 8,268 | $2.6M |
| 6 | ELEstee Lauder Cos /The | Consumer Defensive | 2.30% | $229.83 | 23K | $2.5M |
| 7 | BDXBecton Dickinson | Healthcare | 2.29% | $229.39 | 12K | $2.5M |
| 8 | CHDChurch & Dwight | Consumer Defensive | 2.27% | $226.92 | 22K | $2.5M |
| 9 | CTASCintas | Industrials | 2.25% | $224.54 | 11K | $2.5M |
| 10 | TSLATesla | Consumer Cyclical | 2.23% | $223.12 | 6,298 | $2.5M |
| 11 | ADPAutomatic Data Processing | Technology | 2.22% | $221.77 | 7,986 | $2.4M |
| 12 | YUMYum! Brands | Consumer Cyclical | 2.20% | $220.12 | 15K | $2.4M |
| 13 | CNCCentene | Healthcare | 2.18% | $218.45 | 34K | $2.4M |
| 14 | WSMWilliams-Sonoma | Consumer Cyclical | 2.17% | $216.95 | 9,132 | $2.4M |
| 15 | FASTFastenal | Industrials | 2.16% | $216.37 | 43K | $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 | EBAY | EBAY | 2.40% |
| 3 | MAR | Marriott International /MD | 2.39% |
| 4 | ALLE | Allegion | 2.35% |
| 5 | TXN | Texas Instruments | 2.32% |
| 6 | EL | Estee Lauder Cos /The | 2.30% |
| 7 | BDX | Becton Dickinson & | 2.29% |
| 8 | CHD | Church & Dwight | 2.27% |
| 9 | CTAS | Cintas | 2.25% |
| 10 | TSLA | Tesla | 2.23% |
| 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 |
