UPDDX vs. FALIX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and FALIX (Fidelity Advisor Large Cap Fund Class I) are both Large Cap Value Equities funds. UPDDX charges 2.57%/yr vs 0.54%/yr for FALIX.

Performance

UPDDX vs. FALIX - 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 I (FALIX). 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*: —

FALIX

• 1D: 0.00%
• 1M: 0.00%
• YTD: 0.00%
• 6M: 0.00%
• 1Y: 11.95%
• 3Y*: 19.09%
• 5Y*: 12.28%
• 10Y*: 14.12%

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

UPDDX vs. FALIX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
FALIX Fidelity Advisor Large Cap Fund Class I	0.00%

Return for Risk

UPDDX vs. FALIX — Risk / Return Rank

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

FALIX

FALIX Risk / Return Rank: 42
FALIX Sharpe Ratio Rank: 36
FALIX Sortino Ratio Rank: 35
FALIX Omega Ratio Rank: 70
FALIX Calmar Ratio Rank: 52
FALIX Martin Ratio Rank: 18

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. FALIX - 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 I (FALIX). 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	FALIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.72	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.77	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.77	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.48	+14.60

Drawdowns

UPDDX vs. FALIX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum FALIX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for UPDDX and FALIX.

Drawdown Indicators

	UPDDX	FALIX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-62.37%	+61.13%
Max Drawdown (1Y) Largest decline over 1 year	—	-5.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-18.89%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.48%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.51%	—
Current Drawdown Current decline from peak	-1.24%	-4.17%	+2.93%
Average Drawdown Average peak-to-trough decline	-0.39%	-13.28%	+12.89%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.79%	—

Volatility

Volatility by Period

	UPDDX	FALIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.00%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.10%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	8.04%	+18.31%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	16.44%	+9.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	18.57%	+7.78%

UPDDX vs. FALIX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than FALIX's 0.54% expense ratio.

Dividends

UPDDX vs. FALIX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while FALIX's dividend yield for the trailing twelve months is around 5.86%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FALIX Fidelity Advisor Large Cap Fund Class I	5.86%	5.86%	6.10%	3.43%	2.28%	6.51%	5.39%	8.35%	16.78%	6.13%	2.25%	3.16%
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%