UPDDX vs. ACIIX

Last updated Jun 4, 2026

UPDDX (Upright Growth & Income Fund) and ACIIX (American Century Equity Income Fund Class I) are both Large Cap Value Equities funds. At a correlation of -0.50, they often move in opposite directions. UPDDX charges 2.57%/yr vs 0.72%/yr for ACIIX.

Performance

UPDDX vs. ACIIX - Performance Comparison

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

Returns By Period

UPDDX

• 1D: 1.73%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ACIIX

• 1D: 0.56%
• 1M: 0.11%
• YTD: 6.29%
• 6M: 6.70%
• 1Y: 15.45%
• 3Y*: 10.83%
• 5Y*: 7.10%
• 10Y*: 8.88%

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

UPDDX vs. ACIIX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	3.68%
ACIIX American Century Equity Income Fund Class I	-0.33%

Correlation

The correlation between UPDDX and ACIIX is -0.50, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-0.50

Return for Risk

UPDDX vs. ACIIX — Risk / Return Rank

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

ACIIX

ACIIX Risk / Return Rank: 42
ACIIX Sharpe Ratio Rank: 42
ACIIX Sortino Ratio Rank: 46
ACIIX Omega Ratio Rank: 39
ACIIX Calmar Ratio Rank: 43
ACIIX Martin Ratio Rank: 37

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.

UPDDX vs. ACIIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and American Century Equity Income Fund Class I (ACIIX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	UPDDX	ACIIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.90	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.66	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.67	—
Sharpe Ratio (All Time) Calculated using the full available price history	112.11	0.54	+111.58

Drawdowns

UPDDX vs. ACIIX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -0.33%, smaller than the maximum ACIIX drawdown of -39.16%. Use the drawdown chart below to compare losses from any high point for UPDDX and ACIIX.

Drawdown Indicators

	UPDDX	ACIIX	Difference
Max Drawdown Largest peak-to-trough decline	-0.33%	-39.16%	+38.83%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.38%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-10.15%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-13.49%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-32.76%	—
Current Drawdown Current decline from peak	0.00%	-2.46%	+2.46%
Average Drawdown Average peak-to-trough decline	-0.11%	-5.24%	+5.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.94%	—

Volatility

Volatility by Period

	UPDDX	ACIIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.19%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.11%	—
Volatility (1Y) Calculated over the trailing 1-year period	21.67%	8.37%	+13.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.67%	10.76%	+10.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.67%	13.38%	+8.29%

UPDDX vs. ACIIX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than ACIIX's 0.72% expense ratio.

Dividends

UPDDX vs. ACIIX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while ACIIX's dividend yield for the trailing twelve months is around 9.94%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ACIIX American Century Equity Income Fund Class I	9.94%	10.55%	11.71%	8.21%	8.96%	7.02%	2.18%	7.57%	9.05%	12.14%	8.08%	10.72%
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 UPDDX and ACIIX in my portfolio?

UPDDX and ACIIX have a correlation of -0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.