UPDDX vs. ARDGX

Last updated Jul 11, 2026

UPDDX (Upright Growth & Income Fund) and ARDGX (Archer Dividend Growth Fund) are both Large Cap Value Equities funds. At a correlation of -0.40, they often move in opposite directions. UPDDX charges 2.57%/yr vs 1.22%/yr for ARDGX.

Performance

UPDDX vs. ARDGX - Performance Comparison

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

Returns By Period

UPDDX

• 1D: 1.11%
• 1M: -0.40%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ARDGX

• 1D: -0.06%
• 1M: 0.89%
• 6M: 12.23%
• YTD: 14.48%
• 1Y: 22.02%
• 3Y*: 15.79%
• 5Y*: 9.85%
• 10Y*: —

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

UPDDX vs. ARDGX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	-4.31%
ARDGX Archer Dividend Growth Fund	2.47%

Correlation

The correlation between UPDDX and ARDGX is -0.40, 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 28, 2026	-0.40

Return for Risk

UPDDX vs. ARDGX — Risk / Return Rank

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

UPDDX

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

ARDGX

ARDGX Risk / Return Rank: 89
ARDGX Sharpe Ratio Rank: 89
ARDGX Sortino Ratio Rank: 88
ARDGX Omega Ratio Rank: 81
ARDGX Calmar Ratio Rank: 93
ARDGX Martin Ratio Rank: 94

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. ARDGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Archer Dividend Growth Fund (ARDGX). 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.

	UPDDX	ARDGX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.39	—
Sortino ratio: Return per unit of downside risk	—	3.52	—
Omega ratio: Gain probability vs. loss probability	—	1.41	—
Calmar ratio: Return relative to maximum drawdown	—	4.15	—
Martin ratio: Return relative to average drawdown	—	16.38	—

Drawdowns

UPDDX vs. ARDGX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -10.77%, smaller than the maximum ARDGX drawdown of -76.19%. Use the drawdown chart below to compare losses from any high point for UPDDX and ARDGX.

Drawdown Indicators

	UPDDX	ARDGX	Difference
Max Drawdown Largest peak-to-trough decline	-10.77%	-76.19%	+65.42%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.35%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-76.19%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-76.19%	—
Current Drawdown Current decline from peak	-7.71%	-67.03%	+59.32%
Average Drawdown Average peak-to-trough decline	-6.46%	-15.26%	+8.80%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.35%	—

Volatility

Volatility by Period

	UPDDX	ARDGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.72%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.05%	—
Volatility (1Y) Calculated over the trailing 1-year period	30.42%	9.29%	+21.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.42%	130.17%	-99.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.42%	95.13%	-64.71%

UPDDX vs. ARDGX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than ARDGX's 1.22% expense ratio.

Dividends

UPDDX vs. ARDGX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while ARDGX's dividend yield for the trailing twelve months is around 2.43%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
ARDGX Archer Dividend Growth Fund	2.43%	2.09%	2.74%	2.87%	2.38%	1.93%	3.04%	2.85%	3.07%	2.66%
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%

Frequently Asked Questions

Can I hold both UPDDX and ARDGX in my portfolio?

UPDDX and ARDGX have a correlation of -0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.