Upright Growth Fund (UPUPX)
The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25% of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued. It is non-diversified.
Fund Info
US9167051062
Jan 20, 1999
$2,000
Large-Cap
Blend
Expense Ratio
UPUPX has a high expense ratio of 2.09%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Upright Growth Fund (UPUPX) returned -4.09% year-to-date (YTD) and 14.27% over the past 12 months. Over the past 10 years, UPUPX returned 1.39% annually, underperforming the S&P 500 benchmark at 10.85%.
UPUPX
-4.09%
8.85%
7.60%
14.27%
4.27%
20.56%
1.39%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of UPUPX, 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 | 6.59% | -2.35% | -13.11% | -2.57% | 8.85% | -4.09% | |||||||
| 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% | 5.16% | -10.11% | 2.65% | 6.90% | 3.11% | -7.37% | -5.79% | -4.35% | 7.63% | 5.01% | 14.97% |
| 2022 | -21.04% | -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% | 57.75% |
| 2020 | 13.04% | -1.15% | -22.18% | 20.75% | -3.93% | 21.34% | 2.13% | 8.35% | -4.17% | -0.33% | 42.69% | 13.07% | 108.70% |
| 2019 | 10.75% | -1.27% | -5.13% | 1.35% | -9.33% | 6.13% | -3.69% | -16.07% | 11.14% | 6.43% | 3.14% | 7.73% | 7.48% |
| 2018 | -9.64% | -7.67% | -15.35% | 4.66% | 8.11% | -0.15% | -5.01% | -0.31% | -4.98% | -9.49% | -9.77% | -14.23% | -49.71% |
| 2017 | -3.01% | 15.63% | 6.93% | -3.49% | -8.82% | 22.10% | 3.47% | -32.07% | 7.30% | -9.70% | 17.05% | -16.44% | -14.17% |
| 2016 | -4.56% | 6.77% | 8.29% | -4.58% | 1.97% | -3.78% | 6.09% | 5.75% | -3.65% | -3.19% | -1.15% | -3.19% | 3.47% |
| 2015 | 4.89% | 2.49% | -3.41% | 1.81% | 5.48% | 0.88% | -8.56% | -6.03% | 2.62% | 2.38% | 4.74% | -2.45% | 3.76% |
| 2014 | 1.84% | 5.84% | 3.65% | -2.25% | -0.84% | 5.49% | -0.07% | 7.27% | -0.96% | -5.46% | 0.15% | -1.25% | 13.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UPUPX is 32, indicating average performance compared to other mutual funds on our website. Here’s 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 Fund (UPUPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Upright Growth 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 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.71 | $0.10 | $0.56 | $0.00 | $0.00 | $0.00 | $0.30 | $2.25 | $0.65 | $1.26 |
Dividend yield | 0.00% | 0.00% | 8.59% | 1.33% | 3.85% | 0.00% | 0.00% | 0.00% | 3.53% | 21.87% | 5.39% | 10.28% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $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 | $0.00 | $0.00 | $0.54 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.71 |
| 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 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.25 | $2.25 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.65 | $0.65 |
| 2014 | $1.26 | $1.26 |
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 75.55%, occurring on Aug 27, 2019. Recovery took 364 trading sessions.
The current Upright Growth Fund drawdown is 25.62%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -75.55% | Jul 28, 2017 | 524 | Aug 27, 2019 | 364 | Feb 5, 2021 | 888 |
| -74.79% | Jul 18, 2007 | 413 | Mar 9, 2009 | 1190 | Nov 27, 2013 | 1603 |
| -51.63% | Feb 16, 2021 | 418 | Oct 11, 2022 | — | — | — |
| -48.71% | Mar 12, 2002 | 147 | Oct 9, 2002 | 558 | Dec 29, 2004 | 705 |
| -23.23% | Jun 19, 2015 | 46 | Aug 24, 2015 | 245 | Aug 12, 2016 | 291 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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