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Wheels Up Experience Inc. (UP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US96328L1061

CUSIP

96328L106

IPO Date

Nov 13, 2020

Highlights

Market Cap

$541.42M

EPS (TTM)

-$0.51

Total Revenue (TTM)

$595.00M

Gross Profit (TTM)

$35.22M

EBITDA (TTM)

-$148.95M

Year Range

$0.74 - $4.59

Target Price

$4.00

Short %

17.48%

Short Ratio

17.74

Share Price Chart


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Popular comparisons:
UP vs. CSX
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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Wheels Up Experience Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-100.00%-50.00%0.00%50.00%NovemberDecember2025FebruaryMarchApril
-99.13%
52.99%
UP (Wheels Up Experience Inc.)
Benchmark (^GSPC)

Returns By Period

Wheels Up Experience Inc. had a return of -48.92% year-to-date (YTD) and -62.54% in the last 12 months.


UP

YTD

-48.92%

1M

-24.75%

6M

-62.38%

1Y

-62.54%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-6.75%

1M

-5.05%

6M

-5.60%

1Y

8.15%

5Y*

14.14%

10Y*

10.05%

*Annualized

Monthly Returns

The table below presents the monthly returns of UP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-5.45%-22.44%-16.53%-16.55%-48.92%
2024-3.50%-15.41%2.50%-21.95%20.09%-29.74%39.15%-32.70%36.72%-15.70%22.55%-34.00%-51.90%
202319.42%-9.76%-42.99%-26.91%-37.45%-59.56%102.56%-18.99%7.81%-31.88%63.83%48.48%-66.70%
2022-17.67%-8.12%-11.40%-1.93%-17.05%-22.92%14.87%-16.52%-38.50%53.91%-27.68%-19.53%-77.80%
20215.62%3.80%-8.42%-0.20%0.00%-0.10%-19.84%-17.62%-0.00%6.37%-33.81%0.00%-53.46%
20202.64%0.66%3.32%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of UP is 18, meaning it’s performing worse than 82% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of UP is 1818
Overall Rank
The Sharpe Ratio Rank of UP is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of UP is 1919
Sortino Ratio Rank
The Omega Ratio Rank of UP is 2222
Omega Ratio Rank
The Calmar Ratio Rank of UP is 1212
Calmar Ratio Rank
The Martin Ratio Rank of UP is 1818
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Wheels Up Experience Inc. (UP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for UP, currently valued at -0.60, compared to the broader market-2.00-1.000.001.002.003.00
UP: -0.60
^GSPC: 0.49
The chart of Sortino ratio for UP, currently valued at -0.68, compared to the broader market-6.00-4.00-2.000.002.004.00
UP: -0.68
^GSPC: 0.81
The chart of Omega ratio for UP, currently valued at 0.93, compared to the broader market0.501.001.502.00
UP: 0.93
^GSPC: 1.12
The chart of Calmar ratio for UP, currently valued at -0.64, compared to the broader market0.001.002.003.004.005.00
UP: -0.64
^GSPC: 0.50
The chart of Martin ratio for UP, currently valued at -1.25, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
UP: -1.25
^GSPC: 2.07

The current Wheels Up Experience Inc. Sharpe ratio is -0.60. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Wheels Up Experience Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.60
0.49
UP (Wheels Up Experience Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Wheels Up Experience Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-100.00%-80.00%-60.00%-40.00%-20.00%0.00%NovemberDecember2025FebruaryMarchApril
-99.27%
-10.73%
UP (Wheels Up Experience Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Wheels Up Experience Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wheels Up Experience Inc. was 99.35%, occurring on Apr 22, 2025. The portfolio has not yet recovered.

The current Wheels Up Experience Inc. drawdown is 99.27%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-99.35%Jul 15, 2021947Apr 22, 2025
-13.23%Feb 3, 2021107Jul 7, 20215Jul 14, 2021112
-4.59%Jan 27, 20211Jan 27, 20213Feb 1, 20214
-2.78%Dec 2, 20201Dec 2, 202019Dec 30, 202020
-2.7%Nov 20, 20201Nov 20, 20206Dec 1, 20207

Volatility

Volatility Chart

The current Wheels Up Experience Inc. volatility is 31.64%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%NovemberDecember2025FebruaryMarchApril
31.64%
14.23%
UP (Wheels Up Experience Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Wheels Up Experience Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items