COPLX vs. UPDDX

Last updated Jun 24, 2026

COPLX (Copley Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. A 0.53 correlation means they provide meaningful diversification when combined. COPLX charges 2.37%/yr vs 2.57%/yr for UPDDX.

Performance

COPLX vs. UPDDX - Performance Comparison

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

Returns By Period

COPLX

• 1D: -0.16%
• 1M: 1.71%
• YTD: 6.25%
• 6M: 5.63%
• 1Y: 17.76%
• 3Y*: 16.89%
• 5Y*: 9.55%
• 10Y*: 10.99%

UPDDX

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

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

COPLX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
COPLX Copley Fund	1.61%
UPDDX Upright Growth & Income Fund	-1.89%

Correlation

The correlation between COPLX and UPDDX is 0.53, 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 28, 2026	0.53

Return for Risk

COPLX vs. UPDDX — Risk / Return Rank

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

COPLX

COPLX Risk / Return Rank: 40
COPLX Sharpe Ratio Rank: 41
COPLX Sortino Ratio Rank: 40
COPLX Omega Ratio Rank: 38
COPLX Calmar Ratio Rank: 42
COPLX Martin Ratio Rank: 39

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.

COPLX vs. UPDDX - Risk-Adjusted Trends Comparison

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

	COPLX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	1.73	—	—
Sortino ratio: Return per unit of downside risk	2.44	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	2.34	—	—
Martin ratio: Return relative to average drawdown	7.96	—	—

Drawdowns

COPLX vs. UPDDX - Drawdown Comparison

The maximum COPLX drawdown since its inception was -44.70%, which is greater than UPDDX's maximum drawdown of -10.36%. Use the drawdown chart below to compare losses from any high point for COPLX and UPDDX.

Drawdown Indicators

	COPLX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-44.70%	-10.36%	-34.34%
Max Drawdown (1Y) Largest decline over 1 year	-7.88%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.21%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.23%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-36.61%	—	—
Current Drawdown Current decline from peak	-1.49%	-5.37%	+3.88%
Average Drawdown Average peak-to-trough decline	-8.94%	-4.62%	-4.32%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.31%	—	—

Volatility

Volatility by Period

	COPLX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.49%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.16%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.65%	34.88%	-24.23%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.04%	34.88%	-20.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.63%	34.88%	-18.25%

COPLX vs. UPDDX - Expense Ratio Comparison

COPLX has a 2.37% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

COPLX vs. UPDDX - Dividend Comparison

Neither COPLX nor UPDDX has paid dividends to shareholders.

Tickers have no history of dividend payments

Frequently Asked Questions

Can I hold both COPLX and UPDDX in my portfolio?

COPLX and UPDDX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.