UPAR Ultra Risk Parity ETF (UPAR): ETF
ETF traded on ARCX under symbol UPAR. Quoted in usd.
UPAR Ultra Risk Parity ETF
+0.25%$15.17
ARCX:UPAREquity
AUM $54.33M·YTD --·Yield --
ARCX:UPAR$15.17+0.25%AUM $54.33MAbout UPAR
This ETF utilizes a risk parity investment approach comparable to RPAR, but it is structured to aim for enhanced returns by accepting an amplified risk profile. Its investment strategy involves prudently spreading capital across four distinct market segments: corporate stocks, raw materials, government debt instruments, and Treasury Inflation-Protected Securities (TIPS).
Largest holdings
- US ULTRA BOND CBT Dec2614.39%
- US 10YR NOTE (CBT)Dec2614.34%
- SP500 MIC EMIN FUTDec268.09%
- GLDM SPDR Gold MiniShares Trust7.96%
- 912810RF7 United States Treasury Inflation Indexed Bonds 1.375% 02/15/20443.09%
- MSCI EmgMkt Dec262.79%
- 912810RA8 United States Treasury Inflation Indexed Bonds 0.625% 02/15/20432.71%
- VWO Vanguard FTSE Emerging Markets ETF2.67%
- 912810RL4 United States Treasury Inflation Indexed Bonds 0.75% 02/15/20452.63%
- MSCI EAFE Dec262.50%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
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Total Invested
$70,000
Final Portfolio
$108,830
Total Return
+$38,830
(+55.5%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$54.33M
NAV$15.20
Premium/Discount-0.18%
Expense Ratio0.68%
Market Cap--
Shares Outstanding--
Inception DateJan. 3, 2022
Fund Details
52-Week Range
$14.77$17.71
Current: $15.17
Volume
Volume160.78K
Avg Volume10.10K
Vol/Avg15.92x
30d
14.87K
60d
9.78K
90d
9.48K
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