SFHYX vs. UPAAX

Last updated Jun 5, 2026

SFHYX (Hundredfold Select Alternative Fund) and UPAAX (Upright Assets Allocation Plus Fund) are both Tactical Allocation funds. Their correlation of 0.80 suggests significant overlap in exposure. SFHYX charges 2.45%/yr vs 2.49%/yr for UPAAX.

Performance

SFHYX vs. UPAAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Hundredfold Select Alternative Fund (SFHYX) and Upright Assets Allocation Plus Fund (UPAAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SFHYX

• 1D: -0.13%
• 1M: 1.02%
• YTD: 2.10%
• 6M: 3.41%
• 1Y: 9.84%
• 3Y*: 8.93%
• 5Y*: 2.37%
• 10Y*: 7.40%

UPAAX

• 1D: -0.95%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SFHYX vs. UPAAX - Yearly Performance Comparison

	2026 (YTD)
SFHYX Hundredfold Select Alternative Fund	0.57%
UPAAX Upright Assets Allocation Plus Fund	2.88%

Correlation

The correlation between SFHYX and UPAAX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.80

Return for Risk

SFHYX vs. UPAAX — Risk / Return Rank

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

SFHYX

SFHYX Risk / Return Rank: 51
SFHYX Sharpe Ratio Rank: 57
SFHYX Sortino Ratio Rank: 51
SFHYX Omega Ratio Rank: 64
SFHYX Calmar Ratio Rank: 50
SFHYX Martin Ratio Rank: 33

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.

SFHYX vs. UPAAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hundredfold Select Alternative Fund (SFHYX) and Upright Assets Allocation Plus Fund (UPAAX). 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.

	SFHYX	UPAAX	Difference
Sharpe ratio: Return per unit of total volatility	2.22	—	—
Sortino ratio: Return per unit of downside risk	2.97	—	—
Omega ratio: Gain probability vs. loss probability	1.44	—	—
Calmar ratio: Return relative to maximum drawdown	2.67	—	—
Martin ratio: Return relative to average drawdown	7.39	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SFHYX	UPAAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.22	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.38	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.18	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.27	23.09	-21.82

Drawdowns

SFHYX vs. UPAAX - Drawdown Comparison

The maximum SFHYX drawdown since its inception was -17.34%, which is greater than UPAAX's maximum drawdown of -0.95%. Use the drawdown chart below to compare losses from any high point for SFHYX and UPAAX.

Drawdown Indicators

	SFHYX	UPAAX	Difference
Max Drawdown Largest peak-to-trough decline	-17.34%	-0.95%	-16.39%
Max Drawdown (1Y) Largest decline over 1 year	-3.75%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-5.80%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-14.37%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-14.37%	—	—
Current Drawdown Current decline from peak	-0.57%	-0.95%	+0.38%
Average Drawdown Average peak-to-trough decline	-2.74%	-0.30%	-2.44%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.35%	—	—

Volatility

Volatility by Period

	SFHYX	UPAAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.58%	—	—
Volatility (6M) Calculated over the trailing 6-month period	3.64%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.53%	24.99%	-20.46%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.22%	24.99%	-18.77%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	6.28%	24.99%	-18.71%

SFHYX vs. UPAAX - Expense Ratio Comparison

SFHYX has a 2.45% expense ratio, which is lower than UPAAX's 2.49% expense ratio.

Dividends

SFHYX vs. UPAAX - Dividend Comparison

SFHYX's dividend yield for the trailing twelve months is around 9.35%, while UPAAX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SFHYX Hundredfold Select Alternative Fund	9.35%	9.54%	5.68%	4.62%	4.19%	10.21%	13.57%	4.95%	2.55%	10.24%	4.93%	0.71%
UPAAX Upright Assets Allocation Plus 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 SFHYX and UPAAX in my portfolio?

SFHYX and UPAAX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.