PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan

Upright Assets Allocation Plus Fund (UPAAX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jun 25, 2026

The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. These global assets fall under five general categories which are: Equity Securities, Fixed Income Securities (corporate bonds and notes of domestic and foreign issuers of any maturity and credit quality including below investment grade, commonly known as "junk bonds"), Real Estate Investment Trusts (both registered and privately offered), Commodity-related derivatives, and cash and cash equivalents such as money market funds.

Sharpe ratio is not yet available for UPAAX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Upright Assets Allocation Plus Fund's Sharpe Ratio with other mutual funds in the Tactical Allocation category across multiple time periods, showing how UPAAX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jun 25, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
PAAIXPIMCO All Asset Fund2.94
SIOAXSEI Institutional Managed Trust Multi-Asset Income Fund2.92
PASAXPIMCO All Asset Fund Class A2.91
MOJOXDonoghue Forlines Momentum Fund2.76
ASTIXAstor Dynamic Allocation Fund2.65
GTAIXDonoghue Forlines Tactical Allocation Fund2.65
TEBRXTeberg Fund2.64
CRDBXPotomac Defensive Bull Fund2.63
PAUIXPIMCO All Asset All Authority Fund2.55
HSTRXHussman Strategic Total Return Fund2.53
UPAAXUpright Assets Allocation Plus Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows UPAAX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when UPAAX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

Loading charts...

Sharpe Ratio Calculator

How does UPAAX fit in your portfolio?

Add your other holdings to see your portfolio's Sharpe Ratio and find out.

Analyze Your Portfolio