Upright Growth & Income Fund (UPDDX)
The fund's adviser seeks to achieve its investment objective using a combination (or hybrid) of three investment styles through value investing, equity income and balance investing by investing normally 50-80% of the fund's net assets in U.S. domiciled equity securities broadly diversified by company and industry; seeks above-average dividend-paying equity securities (normally at or above S&P 500's average dividend yield) or securities with expectations of increasing dividends.
Fund Info
US91670H1005
Oct 10, 2017
$2,000
Large-Cap
Value
Expense Ratio
UPDDX has a high expense ratio of 2.57%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Upright Growth & Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Upright Growth & Income Fund had a return of 12.76% year-to-date (YTD) and 51.94% in the last 12 months.
UPDDX
12.76%
7.09%
22.75%
51.94%
21.06%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of UPDDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.58% | 12.76% | |||||||||||
| 2024 | 3.72% | 10.61% | 6.55% | -8.45% | 13.98% | 7.80% | -2.48% | -0.17% | 0.34% | 1.70% | 7.62% | 0.36% | 47.53% |
| 2023 | 18.90% | -3.45% | 2.79% | -6.70% | 3.81% | 7.79% | 5.03% | -5.64% | -7.37% | -6.10% | 12.15% | 11.24% | 32.49% |
| 2022 | -16.18% | -0.81% | 1.09% | -15.40% | 2.80% | -15.77% | 10.06% | -6.37% | -18.35% | 8.11% | 14.20% | -11.19% | -43.21% |
| 2021 | 9.03% | 17.88% | 3.27% | 2.22% | 1.78% | 9.39% | -6.51% | -1.52% | -7.65% | 5.57% | -2.37% | 18.99% | 57.51% |
| 2020 | 6.02% | -1.77% | -13.35% | 12.44% | 1.71% | 7.90% | -0.84% | 3.63% | -3.85% | -1.46% | 27.87% | 7.81% | 49.47% |
| 2019 | 6.54% | -1.25% | -4.06% | -0.13% | -4.37% | 4.29% | -4.51% | -10.85% | 5.62% | 3.69% | 3.28% | 3.17% | -0.13% |
| 2018 | -10.99% | -2.04% | -7.46% | 2.37% | 2.89% | 0.56% | -2.57% | -1.03% | -1.97% | -3.08% | -3.54% | -5.19% | -28.39% |
| 2017 | 0.00% | 3.00% | 1.55% | 4.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 77, UPDDX is among the top 23% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Upright Growth & Income Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 |
|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.08 |
Dividend yield | 0.00% | 0.00% | 0.61% |
Monthly Dividends
The table displays the monthly dividend distributions for Upright Growth & Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.08 | $0.08 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Upright Growth & Income Fund. 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 Upright Growth & Income Fund was 49.01%, occurring on Oct 11, 2022. Recovery took 417 trading sessions.
The current Upright Growth & Income Fund drawdown is 1.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -49.01% | Jan 3, 2022 | 195 | Oct 11, 2022 | 417 | Jun 10, 2024 | 612 |
| -41.08% | Jan 16, 2018 | 407 | Aug 27, 2019 | 322 | Dec 4, 2020 | 729 |
| -20.15% | Jul 17, 2024 | 14 | Aug 5, 2024 | 66 | Nov 6, 2024 | 80 |
| -16.52% | Jul 1, 2021 | 66 | Oct 4, 2021 | 58 | Dec 27, 2021 | 124 |
| -15.59% | Feb 19, 2021 | 12 | Mar 8, 2021 | 22 | Apr 8, 2021 | 34 |
Volatility
Volatility Chart
The current Upright Growth & Income Fund volatility is 14.42%, 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.