BVPIX vs. UPDDX

Last updated Jul 1, 2026

BVPIX (Baywood ValuePlus Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. At a correlation of -0.01, they often move in opposite directions. BVPIX charges 0.70%/yr vs 2.57%/yr for UPDDX.

Performance

BVPIX vs. UPDDX - Performance Comparison

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

Returns By Period

BVPIX

• 1D: -0.41%
• 1M: 0.30%
• YTD: 6.52%
• 6M: 5.95%
• 1Y: 11.07%
• 3Y*: 13.56%
• 5Y*: 10.30%
• 10Y*: 10.63%

UPDDX

• 1D: 1.23%
• 1M: -6.04%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BVPIX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
BVPIX Baywood ValuePlus Fund	0.04%
UPDDX Upright Growth & Income Fund	-6.35%

Correlation

The correlation between BVPIX and UPDDX is -0.01, 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	-0.01

Return for Risk

BVPIX vs. UPDDX — Risk / Return Rank

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

BVPIX

BVPIX Risk / Return Rank: 23
BVPIX Sharpe Ratio Rank: 22
BVPIX Sortino Ratio Rank: 24
BVPIX Omega Ratio Rank: 19
BVPIX Calmar Ratio Rank: 28
BVPIX Martin Ratio Rank: 20

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.

BVPIX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Baywood ValuePlus Fund (BVPIX) 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.

	BVPIX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	1.11	—	—
Sortino ratio: Return per unit of downside risk	1.67	—	—
Omega ratio: Gain probability vs. loss probability	1.19	—	—
Calmar ratio: Return relative to maximum drawdown	1.65	—	—
Martin ratio: Return relative to average drawdown	4.17	—	—

Drawdowns

BVPIX vs. UPDDX - Drawdown Comparison

The maximum BVPIX drawdown since its inception was -40.06%, which is greater than UPDDX's maximum drawdown of -10.77%. Use the drawdown chart below to compare losses from any high point for BVPIX and UPDDX.

Drawdown Indicators

	BVPIX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-40.06%	-10.77%	-29.29%
Max Drawdown (1Y) Largest decline over 1 year	-7.08%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.32%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-16.08%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.06%	—	—
Current Drawdown Current decline from peak	-3.13%	-9.67%	+6.54%
Average Drawdown Average peak-to-trough decline	-4.17%	-5.71%	+1.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.80%	—	—

Volatility

Volatility by Period

	BVPIX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.05%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.59%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.52%	32.51%	-21.99%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.86%	32.51%	-18.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.33%	32.51%	-15.18%

BVPIX vs. UPDDX - Expense Ratio Comparison

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

Dividends

BVPIX vs. UPDDX - Dividend Comparison

BVPIX's dividend yield for the trailing twelve months is around 7.53%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BVPIX Baywood ValuePlus Fund	7.53%	7.85%	5.54%	5.95%	4.41%	10.20%	1.96%	3.35%	7.83%	4.68%	3.73%	16.80%
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 BVPIX and UPDDX in my portfolio?

BVPIX and UPDDX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.