CILGX vs. UPDDX

Last updated Jun 4, 2026

CILGX (Clarkston Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. A 0.50 correlation means they provide meaningful diversification when combined. CILGX charges 0.70%/yr vs 2.57%/yr for UPDDX.

Performance

CILGX vs. UPDDX - Performance Comparison

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

Returns By Period

CILGX

• 1D: -1.18%
• 1M: -1.69%
• YTD: -6.09%
• 6M: -5.00%
• 1Y: 2.49%
• 3Y*: 5.97%
• 5Y*: 1.37%
• 10Y*: —

UPDDX

• 1D: 1.73%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CILGX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
CILGX Clarkston Fund	-0.26%
UPDDX Upright Growth & Income Fund	3.68%

Correlation

The correlation between CILGX and UPDDX is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.50

Return for Risk

CILGX vs. UPDDX — Risk / Return Rank

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

CILGX

CILGX Risk / Return Rank: 4
CILGX Sharpe Ratio Rank: 4
CILGX Sortino Ratio Rank: 4
CILGX Omega Ratio Rank: 4
CILGX Calmar Ratio Rank: 4
CILGX Martin Ratio Rank: 4

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.

CILGX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Clarkston Fund (CILGX) 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.

	CILGX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	0.20	—	—
Sortino ratio: Return per unit of downside risk	0.40	—	—
Omega ratio: Gain probability vs. loss probability	1.05	—	—
Calmar ratio: Return relative to maximum drawdown	0.25	—	—
Martin ratio: Return relative to average drawdown	0.61	—	—
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

	CILGX	UPDDX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.20	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.08	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.41	112.11	-111.70

Drawdowns

CILGX vs. UPDDX - Drawdown Comparison

The maximum CILGX drawdown since its inception was -33.57%, which is greater than UPDDX's maximum drawdown of -0.33%. Use the drawdown chart below to compare losses from any high point for CILGX and UPDDX.

Drawdown Indicators

	CILGX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-33.57%	-0.33%	-33.24%
Max Drawdown (1Y) Largest decline over 1 year	-12.06%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.60%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-23.82%	—	—
Current Drawdown Current decline from peak	-9.36%	0.00%	-9.36%
Average Drawdown Average peak-to-trough decline	-5.82%	-0.11%	-5.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.99%	—	—

Volatility

Volatility by Period

	CILGX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.17%	—	—
Volatility (6M) Calculated over the trailing 6-month period	11.49%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.43%	21.67%	-6.24%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.78%	21.67%	-4.89%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.94%	21.67%	-3.73%

CILGX vs. UPDDX - Expense Ratio Comparison

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

Dividends

CILGX vs. UPDDX - Dividend Comparison

CILGX's dividend yield for the trailing twelve months is around 4.36%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
CILGX Clarkston Fund	4.36%	4.09%	0.88%	3.44%	5.14%	3.16%	5.87%	5.93%	4.77%
UPDDX Upright Growth & Income Fund	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 CILGX and UPDDX in my portfolio?

CILGX and UPDDX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.