LGVAX vs. UPDDX

Last updated Jun 26, 2026

LGVAX (ClearBridge Value Fund Class A) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. A 0.74 correlation means they provide meaningful diversification when combined. LGVAX charges 1.01%/yr vs 2.57%/yr for UPDDX.

Performance

LGVAX vs. UPDDX - Performance Comparison

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

Returns By Period

LGVAX

• 1D: -0.12%
• 1M: -0.91%
• YTD: 10.02%
• 6M: 8.39%
• 1Y: 20.08%
• 3Y*: 16.31%
• 5Y*: 9.86%
• 10Y*: 12.57%

UPDDX

• 1D: -0.82%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LGVAX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
LGVAX ClearBridge Value Fund Class A	-0.90%
UPDDX Upright Growth & Income Fund	-5.39%

Correlation

The correlation between LGVAX and UPDDX is 0.74, 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	0.74

Return for Risk

LGVAX vs. UPDDX — Risk / Return Rank

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

LGVAX

LGVAX Risk / Return Rank: 46
LGVAX Sharpe Ratio Rank: 40
LGVAX Sortino Ratio Rank: 39
LGVAX Omega Ratio Rank: 39
LGVAX Calmar Ratio Rank: 56
LGVAX Martin Ratio Rank: 54

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.

LGVAX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ClearBridge Value Fund Class A (LGVAX) 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.

	LGVAX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	1.51	—	—
Sortino ratio: Return per unit of downside risk	2.12	—	—
Omega ratio: Gain probability vs. loss probability	1.27	—	—
Calmar ratio: Return relative to maximum drawdown	2.44	—	—
Martin ratio: Return relative to average drawdown	9.20	—	—

Drawdowns

LGVAX vs. UPDDX - Drawdown Comparison

The maximum LGVAX drawdown since its inception was -40.40%, which is greater than UPDDX's maximum drawdown of -10.36%. Use the drawdown chart below to compare losses from any high point for LGVAX and UPDDX.

Drawdown Indicators

	LGVAX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-40.40%	-10.36%	-30.04%
Max Drawdown (1Y) Largest decline over 1 year	-7.81%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-19.09%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-20.41%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-40.40%	—	—
Current Drawdown Current decline from peak	-2.04%	-8.75%	+6.71%
Average Drawdown Average peak-to-trough decline	-5.19%	-5.02%	-0.17%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.07%	—	—

Volatility

Volatility by Period

	LGVAX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.15%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.58%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.69%	34.37%	-21.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.72%	34.37%	-16.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.20%	34.37%	-15.17%

LGVAX vs. UPDDX - Expense Ratio Comparison

LGVAX has a 1.01% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

LGVAX vs. UPDDX - Dividend Comparison

LGVAX's dividend yield for the trailing twelve months is around 9.78%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LGVAX ClearBridge Value Fund Class A	9.78%	10.76%	10.83%	12.64%	8.49%	18.44%	6.01%	0.54%	1.86%	0.50%	0.93%	0.39%
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 LGVAX and UPDDX in my portfolio?

LGVAX and UPDDX have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.