ARDGX vs. UPDDX

Last updated Jun 24, 2026

ARDGX (Archer Dividend Growth Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. At a correlation of -0.00, they often move in opposite directions. ARDGX charges 1.22%/yr vs 2.57%/yr for UPDDX.

Performance

ARDGX vs. UPDDX - Performance Comparison

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

Returns By Period

ARDGX

• 1D: 0.25%
• 1M: -1.12%
• YTD: 11.13%
• 6M: 11.03%
• 1Y: 21.39%
• 3Y*: 15.16%
• 5Y*: 9.54%
• 10Y*: —

UPDDX

• 1D: 0.64%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

ARDGX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
ARDGX Archer Dividend Growth Fund	-0.54%
UPDDX Upright Growth & Income Fund	-1.89%

Correlation

The correlation between ARDGX 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 28, 2026	-0.00

Return for Risk

ARDGX vs. UPDDX — Risk / Return Rank

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

ARDGX

ARDGX Risk / Return Rank: 82
ARDGX Sharpe Ratio Rank: 82
ARDGX Sortino Ratio Rank: 82
ARDGX Omega Ratio Rank: 69
ARDGX Calmar Ratio Rank: 89
ARDGX Martin Ratio Rank: 90

UPDDX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

ARDGX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Archer Dividend Growth Fund (ARDGX) 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.

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.

	ARDGX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	2.47	—	—
Sortino ratio: Return per unit of downside risk	3.58	—	—
Omega ratio: Gain probability vs. loss probability	1.42	—	—
Calmar ratio: Return relative to maximum drawdown	4.18	—	—
Martin ratio: Return relative to average drawdown	16.57	—	—

Drawdowns

ARDGX vs. UPDDX - Drawdown Comparison

The maximum ARDGX drawdown since its inception was -76.19%, which is greater than UPDDX's maximum drawdown of -10.36%. Use the drawdown chart below to compare losses from any high point for ARDGX and UPDDX.

Drawdown Indicators

	ARDGX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-76.19%	-10.36%	-65.83%
Max Drawdown (1Y) Largest decline over 1 year	-5.35%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-76.19%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-76.19%	—	—
Current Drawdown Current decline from peak	-67.99%	-5.37%	-62.62%
Average Drawdown Average peak-to-trough decline	-15.00%	-4.62%	-10.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.35%	—	—

Volatility

Volatility by Period

	ARDGX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.99%	—	—
Volatility (6M) Calculated over the trailing 6-month period	6.55%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.07%	34.88%	-25.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	130.16%	34.88%	+95.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	95.37%	34.88%	+60.49%

ARDGX vs. UPDDX - Expense Ratio Comparison

ARDGX has a 1.22% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

ARDGX vs. UPDDX - Dividend Comparison

ARDGX's dividend yield for the trailing twelve months is around 2.48%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARDGX Archer Dividend Growth Fund	2.48%	2.09%	2.74%	2.87%	2.38%	1.93%	3.04%	2.85%	3.07%	2.66%
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%

Frequently Asked Questions

Can I hold both ARDGX and UPDDX in my portfolio?

ARDGX 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.