Upright Assets Allocation Plus Fund (UPAAX) Alternatives
Upright Assets Allocation Plus Fund (UPAAX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with UPAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to UPAAX
UPAAX charges 2.49% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among UPAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | UPAAX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | UPAAX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | UPAAX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | UPAAX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | UPAAX vs GPIFX |
Best Risk-Adjusted Alternatives to UPAAX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | UPAAX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | UPAAX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | UPAAX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | UPAAX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | UPAAX vs MOJOX |
Top Performing UPAAX Alternatives (YTD)
UPAAX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | UPAAX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | UPAAX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | UPAAX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | UPAAX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | UPAAX vs ABRZX |
Lowest Volatility Alternatives to UPAAX
UPAAX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | UPAAX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | UPAAX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | UPAAX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | UPAAX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | UPAAX vs SFHYX |
Lowest Drawdown Alternatives to UPAAX
UPAAX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | UPAAX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | UPAAX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | UPAAX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | UPAAX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | UPAAX vs HFSAX |
Other Mutual Funds from Upright Investments Trust
Most popular Upright Investments Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Upright Growth Fund | Technology Equities | 59 | -3.50% | Jan 20, 1999 | UPAAX vs UPUPX | |
| Upright Growth & Income Fund | Large Cap Value Equities | 77 | -4.20% | Oct 10, 2017 | UPAAX vs UPDDX |
Compare UPAAX with Any Fund or Stock
Compare UPAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.