State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF

UCBG ETF

$50.49 +$0.10 (+0.19%) Price as of Oct 20, 2026 market close

Prices on SharpeShare since Sep 2, 2026

Range since Sep 2, 2026

Low $49.55High $51.14

Has UCBG beaten the S&P 500?

Since Sep 2, 2026 (to Oct 20, 2026), UCBG returned +0.6%; the S&P 500 (SPY) returned +0.8%.

Key figures vs the S&P 500

Return 
UCBG
+0.6%
S&P 500
+0.8%

Not annualized (under a year)

Largest decline 
UCBG
2.2%
S&P 500
2.5%
Risk-adjusted return 
UCBG
0.12
S&P 500
0.20
Downside risk-adjusted return 
UCBG
0.19
S&P 500
0.31

Sep 2, 2026 – Oct 20, 2026. Returns include dividends and other distributions, reinvested.

How are your investments doing?

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Returns by period

PeriodUCBGS&P 500
1 month +0.8% +1.0%

How has UCBG done each year?

SharpeShare can't compare a full calendar year of UCBG with the S&P 500 yet; the bars show the parts of years it can.

UCBG S&P 500 (SPY)
  • 2026*: UCBG +0.6%, S&P 500 (SPY) +0.8%

* Part of a year: the returns SharpeShare measures start or end inside it.

January February March April May June July August September October November December 2026

Select a month to see its return.

Each cell is that month's return, dividends included: green up, red down, uncolored when it rounds to 0.0%.

How rough does it get?

Counting dividends, UCBG's largest decline since Sep 2026 was 2.2%, from Sep 3 to Sep 16, 2026. It was back at that high on Sep 21, 2026, less than a month after the low. The S&P 500 didn't fall 10% or more in that time.

UCBG below its previous high S&P 500 (SPY)

Since Sep 2, 2026, UCBG moved less than 1% up or down on 91% of trading days. Its biggest one-day fall was 1.0% (Oct 14, 2026); its biggest rise 1.4% (Sep 21, 2026).

UCBG: share of days by daily move S&P 500 (SPY)

Highest closing price since Sep 2026: $51.14 on Oct 6, 2026. The latest close, $50.49 on Oct 20, 2026, is 1.3% below it.

How are your investments doing?

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