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 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 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 Fund had a return of 10.77% year-to-date (YTD) and 44.96% in the last 12 months. Over the past 10 years, Upright Growth Fund had an annualized return of -1.11%, while the S&P 500 had an annualized return of 11.26%, indicating that Upright Growth Fund did not perform as well as the benchmark.
UPUPX
10.77%
5.76%
26.91%
44.96%
15.57%
-1.11%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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% | 10.77% | |||||||||||
| 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% | 5.01% | 8.10% |
| 2022 | -21.05% | -0.52% | 1.14% | -14.89% | 1.83% | -10.09% | 5.22% | -5.07% | -17.57% | 5.67% | 14.94% | -13.22% | -46.29% |
| 2021 | 28.75% | 10.92% | -2.41% | -2.62% | -0.08% | 16.21% | -11.30% | -6.41% | -7.96% | 4.93% | -2.06% | 22.39% | 51.46% |
| 2020 | 13.04% | -1.15% | -22.18% | 20.75% | -3.93% | 21.33% | 2.13% | 8.35% | -4.17% | -0.34% | 42.69% | 13.08% | 108.69% |
| 2019 | 10.75% | -1.27% | -5.13% | 1.35% | -9.33% | 6.13% | -3.70% | -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% | -3.48% | -8.82% | 22.10% | 3.47% | -32.07% | 7.30% | -9.70% | 17.05% | -19.49% | -17.30% |
| 2016 | -4.56% | 6.77% | 8.29% | -4.58% | 1.97% | -3.78% | 6.09% | 5.74% | -3.65% | -3.19% | -1.15% | -20.23% | -14.75% |
| 2015 | 4.89% | 2.49% | -3.41% | 1.81% | 5.48% | 0.88% | -8.56% | -6.03% | 2.62% | 2.39% | 4.74% | -7.44% | -1.55% |
| 2014 | 1.84% | 5.84% | 3.65% | -2.25% | -0.84% | 5.50% | -0.07% | 7.27% | -0.96% | -5.46% | 0.15% | -10.51% | 2.77% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UPUPX is 72, 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.
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 |
|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.18 |
Dividend yield | 0.00% | 0.00% | 2.12% |
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 | ||||||||||
| 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 | $0.18 | $0.18 |
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 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 77.31%, occurring on Aug 27, 2019. Recovery took 365 trading sessions.
The current Upright Growth Fund drawdown is 23.36%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.31% | Sep 10, 2014 | 1250 | Aug 27, 2019 | 365 | Feb 8, 2021 | 1615 |
| -74.78% | Jul 18, 2007 | 413 | Mar 9, 2009 | 1190 | Nov 27, 2013 | 1603 |
| -53.62% | Feb 16, 2021 | 681 | Oct 27, 2023 | — | — | — |
| -48.71% | Mar 12, 2002 | 147 | Oct 9, 2002 | 558 | Dec 29, 2004 | 705 |
| -17.23% | May 10, 2006 | 50 | Jul 21, 2006 | 244 | Jul 13, 2007 | 294 |
Volatility
Volatility Chart
The current Upright Growth Fund volatility is 16.37%, 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.