Upright Investments Trust Mutual Funds List
Here you can find all mutual funds issued by Upright Investments Trust and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 3
- Avg. Expense Ratio
- 2.38%
- Avg. 1 Year Return
- 75.04%
- Avg. 5 Year Return
- 8.38%
- Median Risk/Return Score
- 80 / 100
Upright Investments Trust Mutual Funds List
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Upright Assets Allocation Plus Fund | Tactical Allocation | Oct 9, 2017 | 2.49% | — | — | 0.00% | — | ||||||||
| Upright Growth & Income Fund | Large Cap Value Equities | Oct 10, 2017 | 2.57% | — | — | 0.00% | — | ||||||||
| Upright Growth Fund | Technology Equities | Jan 20, 1999 | 2.09% | 46.21% | 7.56% | 5.78% | 80 |
Explore top Upright Investments Trust Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Upright Investments Trust Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Upright Growth Fund | 80 | — | Jan 1999 |
Best-Performing Upright Investments Trust Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Upright Growth Fund | 8.38% | — | Jan 1999 |
Lowest-Cost Upright Investments Trust Mutual funds
The top Upright Investments Trust Mutual funds is UPUPX (2.09%).
With an average expense ratio of 2.38%, Upright Investments Trust Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Upright Growth Fund | 2.09% | — | Jan 1999 | |
| Upright Assets Allocation Plus Fund | 2.49% | — | Oct 2017 | |
| Upright Growth & Income Fund | 2.57% | — | Oct 2017 |
Highest-Yield Upright Investments Trust Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Upright Growth Fund | 5.78% | — | Jan 1999 | |
| Upright Growth & Income Fund | 0.00% | — | Oct 2017 | |
| Upright Assets Allocation Plus Fund | 0.00% | — | Oct 2017 |
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