Summary
UUPP
Prices · period metrics · 1M
NAV as of 03/09/2026
21/05/2026 → 16/06/2026
Return 0.08% Volatility 0.59% Sharpe 5.28
Official loaded data — not a live quote.

PRINCIPAL CLO ETF

Symbol: UUPP

Exchange: BATS

Sector: N/A

Category: Securitized Bond - Focused

Inception date: 21/05/2026

Latest date: 03/09/2026

Current price: $25.09

Expense ratio: 0.19%

Assets under management
$15.1M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

0.08%

Ann. 6.71% (Sharpe / Sortino numerator)

Volatility

0.59%

Sharpe ratio

5.278

VaR 95%

0.00%

CVaR 95%: 0.00%
Max drawdown: 0.00%
Sortino ratio: N/A
Calmar ratio: N/A

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.78%

Ann. 2.91% (Sharpe / Sortino numerator)

Volatility

1.76%

Sharpe ratio

-0.414

VaR 95%

-0.20%

CVaR 95%: -0.37%
Max drawdown: -0.59%
Sortino ratio: -0.231
Calmar ratio: 4.89

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 1M

Daily simple returns from the same adjusted closes used by the performance chart: 03/08/2026 - 03/09/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.004%

Best day

0.479%

02/09/2026
Worst day

-0.397%

03/09/2026
Days with data

23

Recent price history (last 90 days)

Date Open High Low Close Volume
03/09/2026 $25.09 $25.09 $25.09 $25.09 100
02/09/2026 $25.12 $25.21 $25.09 $25.19 2,500
01/09/2026 $25.07 $25.07 $25.07 $25.07 100
31/08/2026 $25.17 $25.17 $25.17 $25.17 100
28/08/2026 $25.17 $25.17 $25.17 $25.17 100
27/08/2026 $25.16 $25.16 $25.16 $25.16 100
26/08/2026 $25.15 $25.15 $25.15 $25.15 100
25/08/2026 $25.15 $25.15 $25.15 $25.15 100
24/08/2026 $25.16 $25.16 $25.16 $25.16 200
21/08/2026 $25.14 $25.14 $25.14 $25.14 100