Sortino 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 Sortino 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.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| SIOAX | SEI Institutional Managed Trust Multi-Asset Income Fund | 4.55 | |||
| PAAIX | PIMCO All Asset Fund | 4.21 | |||
| PASAX | PIMCO All Asset Fund Class A | 4.15 | |||
| ASTIX | Astor Dynamic Allocation Fund | 3.81 | |||
| GTAIX | Donoghue Forlines Tactical Allocation Fund | 3.79 | |||
| HSTRX | Hussman Strategic Total Return Fund | 3.72 | |||
| CRDBX | Potomac Defensive Bull Fund | 3.67 | |||
| QDSNX | AQR Diversifying Strategies Fund Class N | 3.63 | |||
| PAUIX | PIMCO All Asset All Authority Fund | 3.58 | |||
| PBAIX | BlackRock Tactical Opportunities Fund Institutional Class | 3.57 | |||
| UPAAX | Upright Assets Allocation Plus Fund | — |
Historical Sortino Ratio
The chart shows UPAAX's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. 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...
IHow does UPAAX fit in your portfolio?
Add your other holdings to see your portfolio's Sortino Ratio and find out.
Analyze Your Portfolio