UPDDX vs. DODGX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and DODGX (Dodge & Cox Stock Fund Class I) are both Large Cap Value Equities funds. At a 0.40 correlation, their price movements are largely independent. UPDDX charges 2.57%/yr vs 0.51%/yr for DODGX.

Performance

UPDDX vs. DODGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and Dodge & Cox Stock Fund Class I (DODGX). 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*: —

DODGX

• 1D: -0.30%
• 1M: -0.18%
• YTD: 2.62%
• 6M: 4.59%
• 1Y: 12.14%
• 3Y*: 14.90%
• 5Y*: 8.31%
• 10Y*: 12.63%

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

UPDDX vs. DODGX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
DODGX Dodge & Cox Stock Fund Class I	-1.18%

Correlation

The correlation between UPDDX and DODGX is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.40

Return for Risk

UPDDX vs. DODGX — Risk / Return Rank

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

DODGX

DODGX Risk / Return Rank: 17
DODGX Sharpe Ratio Rank: 15
DODGX Sortino Ratio Rank: 15
DODGX Omega Ratio Rank: 14
DODGX Calmar Ratio Rank: 20
DODGX 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. DODGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Dodge & Cox Stock Fund Class I (DODGX). 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	DODGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.11	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.52	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.66	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.63	+14.45

Drawdowns

UPDDX vs. DODGX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for UPDDX and DODGX.

Drawdown Indicators

	UPDDX	DODGX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-63.24%	+62.00%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.48%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.89%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.85%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.41%	—
Current Drawdown Current decline from peak	-1.24%	-1.81%	+0.57%
Average Drawdown Average peak-to-trough decline	-0.39%	-7.51%	+7.12%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.12%	—

Volatility

Volatility by Period

	UPDDX	DODGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.33%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	11.05%	+15.30%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	15.95%	+10.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	19.21%	+7.14%

UPDDX vs. DODGX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than DODGX's 0.51% expense ratio.

Dividends

UPDDX vs. DODGX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 9.47%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DODGX Dodge & Cox Stock Fund Class I	9.47%	9.86%	8.20%	3.76%	5.47%	3.22%	6.74%	10.23%	9.69%	6.78%	6.26%	5.36%
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 DODGX in my portfolio?

UPDDX and DODGX 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.