UPDDX vs. AVERX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and AVERX (Ave Maria Value Focused 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 1.26%/yr for AVERX.

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.

Returns By Period

UPDDX

• 1D: -1.24%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

AVERX

• 1D: 1.42%
• 1M: -1.03%
• YTD: 18.79%
• 6M: 17.63%
• 1Y: 19.21%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

UPDDX vs. AVERX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
AVERX Ave Maria Value Focused Fund	-0.11%

Correlation

The correlation between UPDDX and AVERX 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 29, 2026	-0.40

Return for Risk

UPDDX vs. AVERX — Risk / Return Rank

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

AVERX

AVERX Risk / Return Rank: 15
AVERX Sharpe Ratio Rank: 13
AVERX Sortino Ratio Rank: 13
AVERX Omega Ratio Rank: 12
AVERX Calmar Ratio Rank: 24
AVERX Martin Ratio Rank: 15

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.

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

Sharpe Ratios by Period

	UPDDX	AVERX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.97	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.92	+14.15

Drawdowns

UPDDX vs. AVERX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum AVERX 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	-1.24%	-11.33%	+10.09%
Max Drawdown (1Y) Largest decline over 1 year	—	-10.27%	—
Current Drawdown Current decline from peak	-1.24%	-7.58%	+6.34%
Average Drawdown Average peak-to-trough decline	-0.39%	-5.74%	+5.35%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.34%	—

Volatility

Volatility by Period

	UPDDX	AVERX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.58%	—
Volatility (6M) Calculated over the trailing 6-month period	—	14.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	19.04%	+7.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	18.88%	+7.47%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	18.88%	+7.47%

UPDDX vs. AVERX - Expense Ratio Comparison

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

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%.

Position	TTM	2025
AVERX Ave Maria Value Focused Fund	0.34%	0.41%
UPDDX Upright Growth & Income Fund	0.00%	0.00%

Frequently Asked Questions

Can I hold both UPDDX and AVERX in my portfolio?

UPDDX and AVERX 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.