Xtrackers US Green Infrastructure Select Equity ETF

Ticker

UPGR

ISIN

-

Price

USD 18.08

Change Today

-1.55 / -7.91 %

Price 1 year ago

18.87 / -4.197 %

Morningstar

-

52 Week Low

17.31

52 Week High

21.05

200 Day Moving Average 18.87

18.87

50-day Moving Average

18.78

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 0.24
Sortino Ratio 0.04
Maximum Drawdown -14.5%

1 year

Parameter Value
Maximum Drawdown Date 2024-01-09
Calmar Ratio -4.05
Return 0.96
Volatility 23.04%

History

Parameter Value
Average Annual Return 1.414%
Average Annual Volatility 25.946%
Sharpe Ratio 0.05
Sortino Ratio -0.06
Maximum Drawdown -18.0%
Maximum Drawdown Date 2024-08-12
Calmar Ratio 0.07

Company information

Summary

The fund, using a “passive” or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.

Market

-

Category

-

Expense Ratio

-

Fund family

Xtrackers

Morningstar
-
Yield
-
Exchange
NGM
Sector Weight
None

Holdings

None

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
0P00000EQM.F GreenEffects NAI-Wertefonds Acc IE000589565 FRA 5
FR0000937096.PA Evergreen Fund DE000A2PMXW YHD 1.14% 5 Candriam World Alternative Alphamax I EUR
FR0000941304.PA Evergreen Fund C/D A/I US69526K105 YHD 1.14% 5 Candriam World Alternative Alphamax C EUR
FR0013053451.PA Amundi Green Bonds I A/I YHD 4
GRNB VanEck Green Bond ETF DE000846900 PCX 0.20% 4 -0.52
IE0005895655.IR GreenEffects NAI-Wertefonds Acc IE0005895655 ISE 5 -8.94 +1.13

Sustainability scores

Events

Indicators

Glossary
Momentum
A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
Inertia
In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
Relative Strength Index (RSI)
A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
Fibonacci's Weighted Moving Average
A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
Williams %R
A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
Relative Volatility Index (RVI)
A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
Commodity Channel Index (CCI)
A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.