Sortino 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 Sortino 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.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| IDIVX | Integrity Dividend Harvest Fund | 4.55 | |||
| FGIPX | Nomura Growth and Income Fund Institutional Class | 4.53 | |||
| FGINX | Delaware Growth and Income Fund | 4.50 | |||
| MALVX | BlackRock Advantage Large Cap Value Fund | 4.25 | |||
| SABTX | SA U.S. Value Fund | 4.12 | |||
| ABVYX | AB Value Fund | 4.11 | |||
| IRVSX | Voya Russell Large Cap Value Index Portfolio Class S | 4.10 | |||
| LSVVX | LSV Conservative Value Equity Fund | 4.06 | |||
| BRLVX | American Beacon Bridgeway Large Cap Value Fund | 4.06 | |||
| AVLVX | Avantis U.S. Large Cap Value Fund Institutional Class | 4.02 | |||
| UPDDX | Upright Growth & Income Fund | — |
Historical Sortino Ratio
The chart shows UPDDX'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 UPDDX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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