- ISIN
- US9167051062
- Inception Date
- Jan 20, 1999
- Category
- Technology Equities
- Min. Investment
- $2,000
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
UPUPX Performance Chart
Upright Growth Fund (UPUPX) is up 27.1% since the beginning of the year. UPUPX is currently trading at $15 per share. Investors who bought $1,000 worth of UPUPX shares 5 years ago would now be looking at an investment worth $1,326.
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Returns By Period
Upright Growth Fund (UPUPX) has returned 27.06% so far this year and 46.59% over the past 12 months. Over the last ten years, UPUPX has returned 5.33% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
Upright Growth Fund
- 1D
- 3.95%
- 1M
- -2.86%
- 6M
- 21.30%
- YTD
- 27.06%
- 1Y
- 46.59%
- 3Y*
- 23.55%
- 5Y*
- 5.80%
- 10Y*
- 5.33%
- ALL TIME*
- 3.63%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
UPUPX Monthly Returns History
Based on dividend-adjusted daily data since Jan 21, 1999, UPUPX's average daily return is +0.03%, while the average monthly return is +0.65%. At this rate, an investment would double in approximately 8.9 years.
Historically, 54% of months were positive and 46% were negative. The best month was Nov 2020 with a return of +42.7%, while the worst month was Aug 2017 at -32.1%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.
On a daily basis, UPUPX closed higher 50% of trading days. The best single day was Oct 13, 2008 with a return of +12.6%, while the worst single day was Mar 16, 2020 at -11.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.75% | 0.72% | -4.50% | 21.24% | 23.04% | -7.42% | -8.68% | 27.06% | |||||
| 2025 | 6.59% | -2.35% | -13.11% | -2.57% | 8.85% | 10.16% | 1.05% | -0.17% | 10.37% | 4.58% | -5.21% | 3.61% | 20.83% |
| 2024 | -1.21% | 1.71% | 0.48% | -4.43% | 13.66% | 10.69% | -3.19% | -1.75% | -0.63% | 0.32% | 0.84% | 12.19% | 30.23% |
| 2023 | 20.49% | -5.42% | -1.12% | -10.11% | 2.65% | 6.90% | 3.11% | -7.37% | -5.79% | -4.35% | 7.63% | 5.00% | 8.10% |
| 2022 | -21.05% | -0.52% | 1.14% | -14.89% | 1.83% | -10.09% | 5.22% | -5.07% | -17.58% | 5.67% | 14.94% | -12.21% | -45.66% |
| 2021 | 28.75% | 10.92% | -2.41% | -2.62% | -0.08% | 16.21% | -11.30% | -6.41% | -7.96% | 4.93% | -2.06% | 27.48% | 57.76% |
Benchmark Metrics
Upright Growth Fund has an annualized alpha of -1.56%, beta of 1.10, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since January 21, 1999.
- This fund participated in 124.48% of S&P 500 Index downside but only 114.77% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.10 and R2 of 0.55, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.56%
- Beta
- 1.10
- R²
- 0.55
- Upside Capture
- 114.77%
- Downside Capture
- 124.48%
Expense Ratio
UPUPX has a high expense ratio of 2.09%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
UPUPX ranks 39 for risk / return — above 39% of mutual funds peers on PortfoliosLab. Its historical combined result is below the peer median.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UPUPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.09 | ||
| Sortino ratioReturn per unit of downside risk | -0.13 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.25 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.73 | 2.00 | -0.27 |
| Martin ratioReturn relative to average drawdown | 5.66 | 8.49 | -2.83 |
Dividends
Dividend History
Upright Growth Fund provided a 6.65% dividend yield over the last twelve months, with an annual payout of $1.01 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.01 | $1.01 | $0.00 | $0.18 | $0.10 | $0.56 | $0.00 | $0.00 | $0.00 | $0.30 | $2.25 | $0.65 |
Dividend yield | 6.65% | 8.45% | 0.00% | 2.12% | 1.33% | 3.85% | 0.00% | 0.00% | 0.00% | 3.53% | 21.87% | 5.39% |
Monthly Dividends
The table displays the monthly dividend distributions for Upright Growth 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.01 | $1.01 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.18 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.56 | $0.56 |
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Upright Growth 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 Fund was 78.77%, occurring on Mar 9, 2009. Recovery took 1339 trading sessions.
The current Upright Growth Fund drawdown is 21.30%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-78.77%Mar 2009 | 8y 11mo | 5y 3mo | 14y 3moMar 2000 - Jul 2014 | Financial crisis2007–2009 |
-75.55%Aug 2019 | 2y 1mo | 1y 5mo | 3y 6moJul 2017 - Feb 2021 | — |
-51.62%Oct 2022 | 1y 7mo | 3y 6mo | 5y 1moFeb 2021 - Apr 2026 | Bear market2022 |
-24.29%Jul 2026 | 1mo 26d | — | 2moJun 2026 - now | — |
-23.23%Aug 2015 | 2mo 6d | 11mo 24d | 1y 1moJun 2015 - Aug 2016 | — |
Drawdown Indicators
| UPUPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.77% | -56.78% | -21.99% |
Max Drawdown (1Y)Largest decline over 1 year | -24.29% | -9.10% | -15.19% |
Max Drawdown (3Y)Largest decline over 3 years | -33.68% | -18.90% | -14.78% |
Max Drawdown (5Y)Largest decline over 5 years | -49.24% | -25.43% | -23.81% |
Max Drawdown (10Y)Largest decline over 10 years | -75.55% | -33.92% | -41.63% |
Current DrawdownCurrent decline from peak | -21.30% | -1.58% | -19.72% |
Average DrawdownAverage peak-to-trough decline | -32.01% | -10.70% | -21.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.46% | 2.14% | +5.32% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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