HFLGX vs. UPDDX

Last updated Jul 16, 2026

HFLGX (Hennessy Cornerstone Large Cap Growth Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. At a correlation of -0.05, they often move in opposite directions. HFLGX charges 1.29%/yr vs 2.57%/yr for UPDDX.

Performance

HFLGX vs. UPDDX - Performance Comparison

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

Returns By Period

HFLGX

• 1D: -0.39%
• 1M: 2.81%
• 6M: 6.67%
• YTD: 12.99%
• 1Y: 17.87%
• 3Y*: 10.74%
• 5Y*: 7.46%
• 10Y*: 11.80%

UPDDX

• 1D: 0.93%
• 1M: -2.86%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

HFLGX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
HFLGX Hennessy Cornerstone Large Cap Growth Fund	5.70%
UPDDX Upright Growth & Income Fund	-5.39%

Correlation

The correlation between HFLGX and UPDDX is -0.05, 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	-0.05

Return for Risk

HFLGX vs. UPDDX — Risk / Return Rank

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

HFLGX

HFLGX Risk / Return Rank: 40
HFLGX Sharpe Ratio Rank: 37
HFLGX Sortino Ratio Rank: 41
HFLGX Omega Ratio Rank: 34
HFLGX Calmar Ratio Rank: 54
HFLGX Martin Ratio Rank: 34

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.

HFLGX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Large Cap Growth Fund (HFLGX) 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.

	HFLGX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	1.34	—	—
Sortino ratio: Return per unit of downside risk	2.03	—	—
Omega ratio: Gain probability vs. loss probability	1.23	—	—
Calmar ratio: Return relative to maximum drawdown	2.23	—	—
Martin ratio: Return relative to average drawdown	5.96	—	—

Drawdowns

HFLGX vs. UPDDX - Drawdown Comparison

The maximum HFLGX drawdown since its inception was -38.90%, which is greater than UPDDX's maximum drawdown of -10.77%. Use the drawdown chart below to compare losses from any high point for HFLGX and UPDDX.

Drawdown Indicators

	HFLGX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-38.90%	-10.77%	-28.13%
Max Drawdown (1Y) Largest decline over 1 year	-7.18%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.50%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-25.67%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-38.90%	—	—
Current Drawdown Current decline from peak	-0.78%	-8.75%	+7.97%
Average Drawdown Average peak-to-trough decline	-4.87%	-6.67%	+1.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.69%	—	—

Volatility

Volatility by Period

	HFLGX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.07%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.51%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.94%	29.57%	-17.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.21%	29.57%	-12.36%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.76%	29.57%	-10.81%

HFLGX vs. UPDDX - Expense Ratio Comparison

HFLGX has a 1.29% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

HFLGX vs. UPDDX - Dividend Comparison

HFLGX's dividend yield for the trailing twelve months is around 5.37%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HFLGX Hennessy Cornerstone Large Cap Growth Fund	5.37%	6.07%	4.44%	3.74%	19.36%	14.30%	5.26%	2.43%	26.78%	4.11%	7.15%	30.08%
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 HFLGX and UPDDX in my portfolio?

HFLGX and UPDDX have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.