UPAAX vs. ABRZX
Compare and contrast key facts about Upright Assets Allocation Plus Fund (UPAAX) and Invesco Balanced-Risk Allocation Fund Class A (ABRZX).
UPAAX is managed by Upright Investments Trust. It was launched on Oct 9, 2017. ABRZX is an actively managed fund by Invesco. It was launched on Jun 2, 2009.
Performance
UPAAX vs. ABRZX - Performance Comparison
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UPAAX vs. ABRZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPAAX Upright Assets Allocation Plus Fund | -6.72% | 24.36% | 25.67% | 24.63% | -41.14% | 48.33% | 44.73% | -4.47% | 0.00% | 0.00% |
ABRZX Invesco Balanced-Risk Allocation Fund Class A | 11.64% | 8.20% | 3.14% | 5.97% | -14.96% | 9.36% | 9.20% | 9.43% | -7.01% | 3.97% |
Returns By Period
In the year-to-date period, UPAAX achieves a -6.72% return, which is significantly lower than ABRZX's 11.64% return.
UPAAX
- 1D
- -1.76%
- 1M
- -11.89%
- YTD
- -6.72%
- 6M
- -5.19%
- 1Y
- 33.01%
- 3Y*
- 17.12%
- 5Y*
- 4.40%
- 10Y*
- —
ABRZX
- 1D
- 0.89%
- 1M
- -1.09%
- YTD
- 11.64%
- 6M
- 13.79%
- 1Y
- 19.11%
- 3Y*
- 8.79%
- 5Y*
- 3.99%
- 10Y*
- 4.68%
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UPAAX vs. ABRZX - Expense Ratio Comparison
UPAAX has a 2.49% expense ratio, which is higher than ABRZX's 1.41% expense ratio.
Return for Risk
UPAAX vs. ABRZX — Risk / Return Rank
UPAAX
ABRZX
UPAAX vs. ABRZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Assets Allocation Plus Fund (UPAAX) and Invesco Balanced-Risk Allocation Fund Class A (ABRZX). 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.
| UPAAX | ABRZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 2.03 | -1.16 |
Sortino ratioReturn per unit of downside risk | 1.35 | 2.63 | -1.28 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.40 | -0.21 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.66 | -1.56 |
Martin ratioReturn relative to average drawdown | 4.58 | 10.66 | -6.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UPAAX | ABRZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 2.03 | -1.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.33 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.58 | -0.58 |
Correlation
The correlation between UPAAX and ABRZX is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UPAAX vs. ABRZX - Dividend Comparison
UPAAX's dividend yield for the trailing twelve months is around 0.07%, less than ABRZX's 3.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPAAX Upright Assets Allocation Plus Fund | 0.07% | 0.06% | 0.00% | 0.81% | 1.64% | 0.00% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ABRZX Invesco Balanced-Risk Allocation Fund Class A | 3.03% | 3.38% | 13.28% | 2.21% | 0.00% | 26.02% | 1.18% | 6.49% | 0.00% | 6.43% | 4.41% | 6.91% |
Drawdowns
UPAAX vs. ABRZX - Drawdown Comparison
The maximum UPAAX drawdown since its inception was -98.72%, which is greater than ABRZX's maximum drawdown of -26.62%. Use the drawdown chart below to compare losses from any high point for UPAAX and ABRZX.
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Drawdown Indicators
| UPAAX | ABRZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.72% | -26.62% | -72.10% |
Max Drawdown (1Y)Largest decline over 1 year | -25.04% | -6.90% | -18.14% |
Max Drawdown (5Y)Largest decline over 5 years | -98.72% | -19.33% | -79.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -26.62% | — |
Current DrawdownCurrent decline from peak | -97.79% | -2.36% | -95.43% |
Average DrawdownAverage peak-to-trough decline | -25.08% | -4.79% | -20.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.03% | 1.72% | +4.31% |
Volatility
UPAAX vs. ABRZX - Volatility Comparison
Upright Assets Allocation Plus Fund (UPAAX) has a higher volatility of 8.37% compared to Invesco Balanced-Risk Allocation Fund Class A (ABRZX) at 3.98%. This indicates that UPAAX's price experiences larger fluctuations and is considered to be riskier than ABRZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPAAX | ABRZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.37% | 3.98% | +4.39% |
Volatility (6M)Calculated over the trailing 6-month period | 22.00% | 7.55% | +14.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.27% | 9.36% | +28.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2,467.93% | 12.17% | +2,455.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,897.08% | 10.88% | +1,886.20% |