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Upright Growth & Income Fund (UPDDX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 11, 2026

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.

Sharpe ratio is not yet available for UPDDX. 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 Growth & Income Fund's Sharpe Ratio with other mutual funds in the Large Cap Value Equities category across multiple time periods, showing how UPDDX'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 Jul 11, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
FGIPXNomura Growth and Income Fund Institutional Class3.26
FGINXDelaware Growth and Income Fund3.25
IDIVXIntegrity Dividend Harvest Fund3.07
MALVXBlackRock Advantage Large Cap Value Fund3.04
SABTXSA U.S. Value Fund2.91
AVLVXAvantis U.S. Large Cap Value Fund Institutional Class2.90
ABVYXAB Value Fund2.88
IRVSXVoya Russell Large Cap Value Index Portfolio Class S2.88
BBISXSterling Capital Behavioral Large Cap Value Equity Fund2.87
BRLVXAmerican Beacon Bridgeway Large Cap Value Fund2.86
UPDDXUpright Growth & Income Fund—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows UPDDX'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 UPDDX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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