UPDDX vs. FFNOX

In the year-to-date period, UPDDX achieves a -1.75% return, which is significantly lower than FFNOX's 5.39% return.

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UPDDX has a 2.57% expense ratio, which is higher than FFNOX's 0.11% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Fidelity Multi-Asset Index Fund (FFNOX). 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.

The current UPDDX Sharpe Ratio is 0.34, which is lower than the FFNOX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of UPDDX and FFNOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UPDDX has not paid dividends to shareholders, while FFNOX's dividend yield for the trailing twelve months is around 6.22%.

The maximum UPDDX drawdown since its inception was -49.01%, roughly equal to the maximum FFNOX drawdown of -49.77%. Use the drawdown chart below to compare losses from any high point for UPDDX and FFNOX.

Upright Growth & Income Fund (UPDDX) has a higher volatility of 9.68% compared to Fidelity Multi-Asset Index Fund (FFNOX) at 3.17%. This indicates that UPDDX's price experiences larger fluctuations and is considered to be riskier than FFNOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.