Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
NYSE Arca
| Weiss Ratings | UPGD - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Valuation | UPGD - NYSE Arca | Click to Compare |
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| Price | $81.42 | |||
| Company Info | UPGD - NYSE Arca | Click to Compare |
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| Provider | Invesco | |||
| Manager/Tenure (Years) | Peter Hubbard (8), Michael Jeanette (8), Pratik Doshi (6) | |||
| Website | http://www.invesco.com/us | |||
| Phone Number | 800-659-1005 | |||
| Fund Information | UPGD - NYSE Arca | Click to Compare |
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| Fund Name | Invesco Bloomberg Analyst Rating Improvers ETF | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | May 19, 2006 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | UPGD - NYSE Arca | Click to Compare |
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| Dividend Yield | 1.57% | |||
| Dividend | UPGD - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.99% | |||
| Asset Allocation | UPGD - NYSE Arca | Click to Compare |
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| Cash | 0.10% | |||
| Stock | 99.90% | |||
| U.S. Stock | 99.90% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | UPGD - NYSE Arca | Click to Compare |
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| 7-Day Total Return | -2.95% | |||
| 30-Day Total Return | 1.00% | |||
| 60-Day Total Return | -1.32% | |||
| 90-Day Total Return | -2.74% | |||
| Year to Date Total Return | 10.12% | |||
| 1-Year Total Return | 13.61% | |||
| 2-Year Total Return | 19.14% | |||
| 3-Year Total Return | 53.71% | |||
| 5-Year Total Return | 32.87% | |||
| Price | UPGD - NYSE Arca | Click to Compare |
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| Closing Price | $82.52 | |||
| 1-Month Low Price | $80.62 | |||
| 1-Month High Price | $84.46 | |||
| 52-Week Low Price | $70.85 | |||
| 52-Week Low Price (Date) | Nov 20, 2025 | |||
| 52-Week High Price | $84.64 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| NAV | UPGD - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $80.69 | |||
| 1-Month High NAV | $84.54 | |||
| 52-Week Low NAV | $70.92 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $84.66 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | UPGD - NYSE Arca | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 13.77 | |||
| Balance Sheet | UPGD - NYSE Arca | Click to Compare |
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| Total Assets | 110.07M | |||
| Operating Ratios | UPGD - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.40% | |||
| Turnover Ratio | 170.00% | |||
| Performance | UPGD - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 19.02% | |||
| Last Bear Market Total Return | -16.24% | |||