ABVYX vs. UPDDX

Last updated Jun 5, 2026

ABVYX (AB Value Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. At a 0.00 correlation, their price movements are largely independent. ABVYX charges 0.70%/yr vs 2.57%/yr for UPDDX.

Performance

ABVYX vs. UPDDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AB Value Fund (ABVYX) and Upright Growth & Income Fund (UPDDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

ABVYX

• 1D: 0.19%
• 1M: 2.28%
• YTD: 14.17%
• 6M: 14.70%
• 1Y: 33.80%
• 3Y*: 19.78%
• 5Y*: 11.72%
• 10Y*: 10.80%

UPDDX

• 1D: -1.24%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ABVYX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
ABVYX AB Value Fund	0.68%
UPDDX Upright Growth & Income Fund	2.39%

Correlation

The correlation between ABVYX and UPDDX is 0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.00

Return for Risk

ABVYX vs. UPDDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ABVYX

ABVYX Risk / Return Rank: 88
ABVYX Sharpe Ratio Rank: 91
ABVYX Sortino Ratio Rank: 88
ABVYX Omega Ratio Rank: 82
ABVYX Calmar Ratio Rank: 89
ABVYX Martin Ratio Rank: 89

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ABVYX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AB Value Fund (ABVYX) and Upright Growth & Income Fund (UPDDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	ABVYX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	3.01	—	—
Sortino ratio: Return per unit of downside risk	4.27	—	—
Omega ratio: Gain probability vs. loss probability	1.55	—	—
Calmar ratio: Return relative to maximum drawdown	4.36	—	—
Martin ratio: Return relative to average drawdown	17.22	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	ABVYX	UPDDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.01	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.68	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.57	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.36	15.08	-14.71

Drawdowns

ABVYX vs. UPDDX - Drawdown Comparison

The maximum ABVYX drawdown since its inception was -64.02%, which is greater than UPDDX's maximum drawdown of -1.24%. Use the drawdown chart below to compare losses from any high point for ABVYX and UPDDX.

Drawdown Indicators

	ABVYX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-64.02%	-1.24%	-62.78%
Max Drawdown (1Y) Largest decline over 1 year	-7.72%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-17.52%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.22%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.42%	—	—
Current Drawdown Current decline from peak	0.00%	-1.24%	+1.24%
Average Drawdown Average peak-to-trough decline	-11.55%	-0.39%	-11.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.95%	—	—

Volatility

Volatility by Period

	ABVYX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.68%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.57%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.20%	26.35%	-15.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.44%	26.35%	-8.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.95%	26.35%	-7.40%

ABVYX vs. UPDDX - Expense Ratio Comparison

ABVYX has a 0.70% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

ABVYX vs. UPDDX - Dividend Comparison

ABVYX's dividend yield for the trailing twelve months is around 8.64%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ABVYX AB Value Fund	8.64%	9.87%	12.66%	4.95%	13.64%	10.27%	1.38%	2.37%	5.21%	1.22%	1.35%	1.64%
UPDDX Upright Growth & Income Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both ABVYX and UPDDX in my portfolio?

ABVYX and UPDDX have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.