UPDDX vs. DDVCX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and DDVCX (Nomura Value Fund Class C) are both Large Cap Value Equities funds. At a correlation of -0.20, they often move in opposite directions. UPDDX charges 2.57%/yr vs 1.72%/yr for DDVCX.

Performance

UPDDX vs. DDVCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and Nomura Value Fund Class C (DDVCX). 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*: —

DDVCX

• 1D: -0.32%
• 1M: -1.73%
• YTD: 5.08%
• 6M: 5.74%
• 1Y: 16.58%
• 3Y*: 9.10%
• 5Y*: 4.22%
• 10Y*: 6.70%

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

UPDDX vs. DDVCX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
DDVCX Nomura Value Fund Class C	-0.64%

Correlation

The correlation between UPDDX and DDVCX is -0.20, 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	-0.20

Return for Risk

UPDDX vs. DDVCX — Risk / Return Rank

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

DDVCX

DDVCX Risk / Return Rank: 25
DDVCX Sharpe Ratio Rank: 24
DDVCX Sortino Ratio Rank: 25
DDVCX Omega Ratio Rank: 23
DDVCX Calmar Ratio Rank: 28
DDVCX Martin Ratio Rank: 23

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. DDVCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Nomura Value Fund Class C (DDVCX). 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	DDVCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.37	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.29	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.39	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.38	+14.70

Drawdowns

UPDDX vs. DDVCX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum DDVCX drawdown of -54.29%. Use the drawdown chart below to compare losses from any high point for UPDDX and DDVCX.

Drawdown Indicators

	UPDDX	DDVCX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-54.29%	+53.05%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.59%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.71%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-18.71%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.60%	—
Current Drawdown Current decline from peak	-1.24%	-4.70%	+3.46%
Average Drawdown Average peak-to-trough decline	-0.39%	-9.04%	+8.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.94%	—

Volatility

Volatility by Period

	UPDDX	DDVCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.89%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	11.93%	+14.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	14.56%	+11.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	17.07%	+9.28%

UPDDX vs. DDVCX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than DDVCX's 1.72% expense ratio.

Dividends

UPDDX vs. DDVCX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while DDVCX's dividend yield for the trailing twelve months is around 25.16%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DDVCX Nomura Value Fund Class C	25.16%	26.55%	30.88%	10.78%	9.46%	23.96%	1.92%	4.13%	5.29%	3.08%	1.57%	1.97%
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 DDVCX in my portfolio?

UPDDX and DDVCX have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.