HQIFX vs. UPDDX

Last updated Aug 1, 2026

HQIFX (Hartford Equity Income Fund Class F) and UPDDX (Upright Growth & Income Fund) are both mutual funds - HQIFX is a Dividend fund actively managed by Hartford, while UPDDX is a Large Cap Value Equities fund managed by Upright Investments Trust. Their -0.04 correlation means they have often moved in opposite directions in the past. HQIFX charges 0.64%/yr vs 2.57%/yr for UPDDX.

Performance

HQIFX vs. UPDDX - Performance Comparison

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

Returns By Period

HQIFX

• 1D: 0.46%
• 1M: 1.71%
• 6M: 6.78%
• YTD: 10.47%
• 1Y: 20.43%
• 3Y*: 12.01%
• 5Y*: 9.79%
• 10Y*: —
• ALL TIME*: 11.34%

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)
HQIFX Hartford Equity Income Fund Class F	$0.00	$0.00	$0.00
UPDDX Upright Growth & Income Fund	$0.00	$0.00	$0.00

HQIFX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
HQIFX Hartford Equity Income Fund Class F	4.31%
UPDDX Upright Growth & Income Fund	-8.29%

Correlation

The correlation between HQIFX and UPDDX is -0.04, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	-0.04

Return for Risk

HQIFX vs. UPDDX — Risk / Return Rank

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

HQIFX

HQIFX Risk / Return Rank: 69
HQIFX Sharpe Ratio Rank: 72
HQIFX Sortino Ratio Rank: 73
HQIFX Omega Ratio Rank: 66
HQIFX Calmar Ratio Rank: 69
HQIFX Martin Ratio Rank: 63

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.

HQIFX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hartford Equity Income Fund Class F (HQIFX) 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.

	HQIFX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	1.74	—	—
Sortino ratio: Return per unit of downside risk	2.54	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	2.37	—	—
Martin ratio: Return relative to average drawdown	8.59	—	—

Drawdowns

HQIFX vs. UPDDX - Drawdown Comparison

The maximum HQIFX drawdown since its inception was -34.99%, which is greater than UPDDX's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for HQIFX and UPDDX.

Drawdown Indicators

	HQIFX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-34.99%	-13.71%	-21.28%
Max Drawdown (1Y) Largest decline over 1 year	-7.69%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.03%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-13.93%	—	—
Current Drawdown Current decline from peak	-0.45%	-11.55%	+11.10%
Average Drawdown Average peak-to-trough decline	-3.60%	-7.87%	+4.27%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.12%	—	—

Volatility

Volatility by Period

	HQIFX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.21%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.74%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.47%	27.27%	-16.80%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.59%	27.27%	-13.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.53%	27.27%	-10.74%

HQIFX vs. UPDDX - Expense Ratio Comparison

HQIFX has a 0.64% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

HQIFX vs. UPDDX - Dividend Comparison

HQIFX's dividend yield for the trailing twelve months is around 11.75%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
HQIFX Hartford Equity Income Fund Class F	11.75%	13.04%	10.07%	7.97%	13.25%	9.19%	3.01%	15.01%	11.12%	7.12%
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%

Frequently Asked Questions

Can I hold both HQIFX and UPDDX in my portfolio?

HQIFX and UPDDX have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.