TILCX vs. UPDDX

Last updated Jul 14, 2026

TILCX (T. Rowe Price Large-Cap Value Fund) and UPDDX (Upright Growth & Income Fund) are both Large Cap Value Equities funds. At a 0.36 correlation, their price movements are largely independent. TILCX charges 0.55%/yr vs 2.57%/yr for UPDDX.

Performance

TILCX vs. UPDDX - Performance Comparison

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

Returns By Period

TILCX

• 1D: 0.33%
• 1M: 2.05%
• 6M: 16.16%
• YTD: 19.56%
• 1Y: 28.42%
• 3Y*: 16.89%
• 5Y*: 10.53%
• 10Y*: 11.22%

UPDDX

• 1D: 0.00%
• 1M: -0.40%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

TILCX vs. UPDDX - Yearly Performance Comparison

	2026 (YTD)
TILCX T. Rowe Price Large-Cap Value Fund	3.75%
UPDDX Upright Growth & Income Fund	-4.31%

Correlation

The correlation between TILCX and UPDDX is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.36

Return for Risk

TILCX vs. UPDDX — Risk / Return Rank

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

TILCX

TILCX Risk / Return Rank: 90
TILCX Sharpe Ratio Rank: 92
TILCX Sortino Ratio Rank: 89
TILCX Omega Ratio Rank: 85
TILCX Calmar Ratio Rank: 93
TILCX Martin Ratio Rank: 93

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.

TILCX vs. UPDDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Value Fund (TILCX) 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.

	TILCX	UPDDX	Difference
Sharpe ratio: Return per unit of total volatility	2.51	—	—
Sortino ratio: Return per unit of downside risk	3.59	—	—
Omega ratio: Gain probability vs. loss probability	1.45	—	—
Calmar ratio: Return relative to maximum drawdown	4.03	—	—
Martin ratio: Return relative to average drawdown	15.29	—	—

Drawdowns

TILCX vs. UPDDX - Drawdown Comparison

The maximum TILCX drawdown since its inception was -57.60%, which is greater than UPDDX's maximum drawdown of -10.77%. Use the drawdown chart below to compare losses from any high point for TILCX and UPDDX.

Drawdown Indicators

	TILCX	UPDDX	Difference
Max Drawdown Largest peak-to-trough decline	-57.60%	-10.77%	-46.83%
Max Drawdown (1Y) Largest decline over 1 year	-7.00%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-15.55%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-17.95%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-39.85%	—	—
Current Drawdown Current decline from peak	-0.33%	-7.71%	+7.38%
Average Drawdown Average peak-to-trough decline	-7.61%	-6.51%	-1.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.84%	—	—

Volatility

Volatility by Period

	TILCX	UPDDX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.67%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.73%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.24%	29.89%	-18.65%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.86%	29.89%	-15.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.51%	29.89%	-12.38%

TILCX vs. UPDDX - Expense Ratio Comparison

TILCX has a 0.55% expense ratio, which is lower than UPDDX's 2.57% expense ratio.

Dividends

TILCX vs. UPDDX - Dividend Comparison

TILCX's dividend yield for the trailing twelve months is around 10.70%, while UPDDX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TILCX T. Rowe Price Large-Cap Value Fund	10.70%	12.80%	8.32%	8.41%	19.17%	6.88%	3.05%	5.67%	7.61%	4.79%	4.10%	6.02%
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 TILCX and UPDDX in my portfolio?

TILCX and UPDDX have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.