FVLAX vs. UPDDX

Last updated Jul 3, 2026

FVLAX (Fidelity Advisor Value Leaders Fund Class A) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. FVLAX charges 1.15%/yr vs 2.57%/yr for UPDDX.

Performance

FVLAX vs. UPDDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Advisor Value Leaders Fund Class A (FVLAX) and Upright Growth & Income Fund (UPDDX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

FVLAX

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

UPDDX

• 1D: -1.54%
• 1M: -9.35%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FVLAX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
FVLAX Fidelity Advisor Value Leaders Fund Class A	0.00%
UPDDX Upright Growth & Income Fund	-6.02%

Return for Risk

FVLAX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Value Leaders Fund Class A (FVLAX) 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.

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

Drawdowns

Drawdown Indicators

	FVLAX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	—	-10.77%	—
Current Drawdown Current decline from peak	—	-9.35%	—
Average Drawdown Average peak-to-trough decline	—	-5.95%	—

Volatility

Volatility by Period

	FVLAX	UPDDX	Difference
Volatility (1Y) Calculated over the trailing 1-year period	—	32.17%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	32.17%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	32.17%	—

FVLAX vs. UPDDX - Expense Ratio Comparison

FVLAX has a 1.15% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

FVLAX vs. UPDDX - Dividend Comparison

FVLAX'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	2016	2015
FVLAX Fidelity Advisor Value Leaders Fund Class A	2.48%	2.48%	11.39%	5.28%	1.87%	7.54%	0.61%	1.48%	8.96%	0.64%	0.45%	0.11%
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%