BVPIX vs. UPDDX

Last updated Aug 1, 2026

BVPIX (Baywood ValuePlus Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. Their -0.21 correlation means they have often moved in opposite directions in the past. 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: -0.73%
• 1M: 2.03%
• 6M: 5.51%
• YTD: 10.28%
• 1Y: 16.14%
• 3Y*: 13.56%
• 5Y*: 11.24%
• 10Y*: 10.74%
• ALL TIME*: 9.52%

UPDDX

• 1D: 2.51%
• 1M: -1.38%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BVPIX Baywood ValuePlus Fund	$0.00	$0.00	$0.00
UPDDX Upright Growth & Income Fund	$0.00	$0.00	$0.00

BVPIX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
BVPIX Baywood ValuePlus Fund	3.57%
UPDDX Upright Growth & Income Fund	-8.29%

Correlation

The correlation between BVPIX and UPDDX is -0.21, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	-0.21

Return for Risk

BVPIX vs. UPDDX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BVPIX

BVPIX Risk / Return Rank: 44
BVPIX Sharpe Ratio Rank: 45
BVPIX Sortino Ratio Rank: 48
BVPIX Omega Ratio Rank: 38
BVPIX Calmar Ratio Rank: 54
BVPIX Martin Ratio Rank: 33

UPDDX

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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	1.33	—	—
Sortino ratio: Return per unit of downside risk	1.98	—	—
Omega ratio: Gain probability vs. loss probability	1.22	—	—
Calmar ratio: Return relative to maximum drawdown	2.01	—	—
Martin ratio: Return relative to average drawdown	5.07	—	—

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 -13.71%. 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%	-13.71%	-26.35%
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	-1.52%	-11.55%	+10.03%
Average Drawdown Average peak-to-trough decline	-4.15%	-7.87%	+3.72%
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	3.72%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.78%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.77%	27.27%	-16.50%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.82%	27.27%	-13.45%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.34%	27.27%	-9.93%

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 7.27%, 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	7.27%	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 -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.