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UPDDX vs. FALGX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UPDDX vs. FALGX

Last updated Jul 11, 2026
Documentation

UPDDX (Upright Growth & Income Fund) and FALGX (Fidelity Advisor Large Cap Fund Class M) are both Large Cap Value Equities funds. UPDDX charges 2.57%/yr vs 1.05%/yr for FALGX.

Performance

UPDDX vs. FALGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and Fidelity Advisor Large Cap Fund Class M (FALGX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

UPDDX

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

FALGX

1D
0.00%
1M
0.00%
6M
0.00%
YTD
0.00%
1Y
4.93%
3Y*
15.51%
5Y*
10.64%
10Y*
13.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPDDX vs. FALGX - Yearly Performance Comparison

2026 (YTD)
UPDDX
Upright Growth & Income Fund		-4.31%
FALGX
Fidelity Advisor Large Cap Fund Class M		0.00%

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Upright Growth & Income Fund

Fidelity Advisor Large Cap Fund Class M

Often compared with UPDDX:
UPDDX vs. FFNOXUPDDX vs. IIPRUPDDX vs. UPAAXUPDDX vs. UPUPXUPDDX vs. ACTIXUPDDX vs. VRVIXUPDDX vs. VALAX
Often compared with FALGX:
FALGX vs. FAGOXFALGX vs. QQQFALGX vs. FXAIXFALGX vs. TRBCXFALGX vs. FACGXFALGX vs. AVERXFALGX vs. ACTIX

Return for Risk

UPDDX vs. FALGX — 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.

FALGX
FALGX Risk / Return Rank: 1818
Overall Rank
FALGX Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
FALGX Sortino Ratio Rank: 1414
Sortino Ratio Rank
FALGX Omega Ratio Rank: 3333
Omega Ratio Rank
FALGX Calmar Ratio Rank: 1919
Calmar Ratio Rank
FALGX Martin Ratio Rank: 1010
Martin Ratio Rank
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. FALGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Fidelity Advisor Large Cap Fund Class M (FALGX). 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.

UPDDXFALGXDifference
Sharpe ratioReturn per unit of total volatility

—

0.79

—

Sortino ratioReturn per unit of downside risk

—

1.14

—

Omega ratioGain probability vs. loss probability

—

1.23

—

Calmar ratioReturn relative to maximum drawdown

—

1.17

—

Martin ratioReturn relative to average drawdown

—

1.82

—

UPDDX vs. FALGX - Sharpe Ratio Comparison

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Drawdowns

UPDDX vs. FALGX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -10.77%, smaller than the maximum FALGX drawdown of -64.07%. Use the drawdown chart below to compare losses from any high point for UPDDX and FALGX.

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Drawdown Indicators

UPDDXFALGXDifference

Max Drawdown

Largest peak-to-trough decline

-10.77%

-64.07%

+53.30%

Max Drawdown (1Y)

Largest decline over 1 year

—

-5.06%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-21.78%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-21.78%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.58%

—

Current Drawdown

Current decline from peak

-7.71%

-4.20%

-3.51%

Average Drawdown

Average peak-to-trough decline

-6.46%

-14.40%

+7.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.04%

—

Volatility

UPDDX vs. FALGX - Volatility Comparison

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Volatility by Period

UPDDXFALGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

0.00%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

2.37%

—

Volatility (1Y)

Calculated over the trailing 1-year period

30.42%

7.50%

+22.92%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.42%

16.57%

+13.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.42%

18.53%

+11.89%

UPDDX vs. FALGX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than FALGX's 1.05% expense ratio.

Dividends

UPDDX vs. FALGX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while FALGX's dividend yield for the trailing twelve months is around 5.76%.

PositionTTM20252024202320222021202020192018201720162015
FALGX
Fidelity Advisor Large Cap Fund Class M		5.76%5.76%0.00%3.20%1.91%6.44%5.25%8.39%16.99%6.42%1.85%2.74%
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%
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