UPDDX vs. AVERX

Last updated Apr 2, 2026

Compare and contrast key facts about Upright Growth & Income Fund (UPDDX) and Ave Maria Value Focused Fund (AVERX).

UPDDX is managed by Upright Investments Trust. It was launched on Oct 10, 2017. AVERX is a passively managed fund by Schwartz Investment Counsel that tracks the performance of the S&P 500® Index. It was launched on Jan 1, 1984.

Performance

UPDDX vs. AVERX - Performance Comparison

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

UPDDX vs. AVERX - Yearly Performance Comparison

	2026 (YTD)	2025
UPDDX Upright Growth & Income Fund	-0.27%	57.02%
AVERX Ave Maria Value Focused Fund	19.97%	0.37%

Returns By Period

In the year-to-date period, UPDDX achieves a -0.27% return, which is significantly lower than AVERX's 19.97% return.

UPDDX

• 1D: 4.10%
• 1M: -5.66%
• YTD: -0.27%
• 6M: 2.60%
• 1Y: 48.70%
• 3Y*: 29.80%
• 5Y*: 11.86%
• 10Y*: —

AVERX

• 1D: 1.67%
• 1M: -6.66%
• YTD: 19.97%
• 6M: 18.80%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

UPDDX vs. AVERX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than AVERX's 1.26% expense ratio.

UPDDX

Upright Growth & Income Fund

AVERX

Ave Maria Value Focused Fund

Return for Risk

UPDDX vs. AVERX — Risk / Return Rank

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

UPDDX

UPDDX Risk / Return Rank: 81
UPDDX Sharpe Ratio Rank: 77
UPDDX Sortino Ratio Rank: 76
UPDDX Omega Ratio Rank: 74
UPDDX Calmar Ratio Rank: 87
UPDDX Martin Ratio Rank: 88

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. AVERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Ave Maria Value Focused Fund (AVERX). 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.

	UPDDX	AVERX	Difference
Sharpe ratio Return per unit of total volatility	1.49	—	—
Sortino ratio Return per unit of downside risk	2.03	—	—
Omega ratio Gain probability vs. loss probability	1.30	—	—
Calmar ratio Return relative to maximum drawdown	2.47	—	—
Martin ratio Return relative to average drawdown	10.25	—	—
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

	UPDDX	AVERX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.49	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.02	1.17	-1.15

Correlation

The correlation between UPDDX and AVERX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

UPDDX vs. AVERX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while AVERX's dividend yield for the trailing twelve months is around 0.34%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018
UPDDX Upright Growth & Income Fund	0.00%	0.00%	0.00%	0.61%	2.35%	0.00%	0.00%	0.00%	11.37%
AVERX Ave Maria Value Focused Fund	0.34%	0.41%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Drawdowns

UPDDX vs. AVERX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -97.91%, which is greater than AVERX's maximum drawdown of -11.33%. Use the drawdown chart below to compare losses from any high point for UPDDX and AVERX.

Drawdown Indicators

	UPDDX	AVERX	Difference
Max Drawdown Largest peak-to-trough decline	-97.91%	-11.33%	-86.58%
Max Drawdown (1Y) Largest decline over 1 year	-20.42%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-97.91%	—	—
Current Drawdown Current decline from peak	-96.13%	-6.66%	-89.47%
Average Drawdown Average peak-to-trough decline	-24.43%	-5.39%	-19.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.91%	—	—

Volatility

Volatility by Period

	UPDDX	AVERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.99%	—	—
Volatility (6M) Calculated over the trailing 6-month period	18.78%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	33.88%	19.13%	+14.75%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,284.78%	19.13%	+1,265.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	987.44%	19.13%	+968.31%