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UPDDX vs. FLCCX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UPDDX vs. FLCCX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and FLCCX (Fidelity Advisor Large Cap Fund Class C) are both Large Cap Value Equities funds. UPDDX charges 2.57%/yr vs 1.57%/yr for FLCCX.

Performance

UPDDX vs. FLCCX - 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 C (FLCCX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

UPDDX

1D
-1.24%
1M
—
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

FLCCX

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
11.41%
3Y*
18.09%
5Y*
11.26%
10Y*
13.12%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UPDDX vs. FLCCX - Yearly Performance Comparison

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

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Upright Growth & Income Fund

Fidelity Advisor Large Cap Fund Class C

Often compared with UPDDX:
UPDDX vs. FFNOXUPDDX vs. IIPRUPDDX vs. UPAAXUPDDX vs. UPUPXUPDDX vs. VRVIXUPDDX vs. ACTIXUPDDX vs. VALAX
Often compared with FLCCX:
FLCCX vs. FGRTXFLCCX vs. VTVFLCCX vs. QQQFLCCX vs. FCNTXFLCCX vs. FLCSXFLCCX vs. FMILXFLCCX vs. FIVLX

Return for Risk

UPDDX vs. FLCCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UPDDX
FLCCX
FLCCX Risk / Return Rank: 3838
Overall Rank
FLCCX Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
FLCCX Sortino Ratio Rank: 3131
Sortino Ratio Rank
FLCCX Omega Ratio Rank: 6464
Omega Ratio Rank
FLCCX Calmar Ratio Rank: 4747
Calmar Ratio Rank
FLCCX Martin Ratio Rank: 1616
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. FLCCX - 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 C (FLCCX). 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.

UPDDX vs. FLCCX - Sharpe Ratio Comparison

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Sharpe Ratios by Period

UPDDXFLCCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

1.65

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.71

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.72

—

Sharpe Ratio (All Time)

Calculated using the full available price history

15.08

0.43

+14.65

Drawdowns

UPDDX vs. FLCCX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum FLCCX drawdown of -65.81%. Use the drawdown chart below to compare losses from any high point for UPDDX and FLCCX.

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Drawdown Indicators

UPDDXFLCCXDifference

Max Drawdown

Largest peak-to-trough decline

-1.24%

-65.81%

+64.57%

Max Drawdown (1Y)

Largest decline over 1 year

—

-5.10%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-19.06%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-22.04%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-37.63%

—

Current Drawdown

Current decline from peak

-1.24%

-4.23%

+2.99%

Average Drawdown

Average peak-to-trough decline

-0.39%

-15.48%

+15.09%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

2.83%

—

Volatility

UPDDX vs. FLCCX - Volatility Comparison

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Volatility by Period

UPDDXFLCCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

0.00%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

4.11%

—

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%

18.59%

+7.76%

UPDDX vs. FLCCX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than FLCCX's 1.57% expense ratio.

Dividends

UPDDX vs. FLCCX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while FLCCX's dividend yield for the trailing twelve months is around 6.79%.

PositionTTM20252024202320222021202020192018201720162015
FLCCX
Fidelity Advisor Large Cap Fund Class C		6.79%6.79%6.81%3.27%1.77%6.87%5.44%8.90%18.35%7.06%1.65%2.52%
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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