UPDDX vs. FLCOX

Last updated Jun 3, 2026

UPDDX (Upright Growth & Income Fund) and FLCOX (Fidelity Large Cap Value Index Fund) are both Large Cap Value Equities funds. At a correlation of -1.00, they often move in opposite directions. UPDDX charges 2.57%/yr vs 0.04%/yr for FLCOX.

Performance

UPDDX vs. FLCOX - Performance Comparison

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

Returns By Period

UPDDX

• 1D: 2.25%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

FLCOX

• 1D: -0.21%
• 1M: 2.89%
• YTD: 13.38%
• 6M: 14.97%
• 1Y: 28.09%
• 3Y*: 18.30%
• 5Y*: 10.27%
• 10Y*: —

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

UPDDX vs. FLCOX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	1.92%
FLCOX Fidelity Large Cap Value Index Fund	-0.25%

Correlation

The correlation between UPDDX and FLCOX is -1.00, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	-1.00

Return for Risk

UPDDX vs. FLCOX — Risk / Return Rank

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

FLCOX

FLCOX Risk / Return Rank: 81
FLCOX Sharpe Ratio Rank: 81
FLCOX Sortino Ratio Rank: 78
FLCOX Omega Ratio Rank: 72
FLCOX Calmar Ratio Rank: 86
FLCOX Martin Ratio Rank: 89

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. FLCOX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Fidelity Large Cap Value Index Fund (FLCOX). 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	FLCOX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.63	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	48.43	0.60	+47.83

Drawdowns

UPDDX vs. FLCOX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -0.33%, smaller than the maximum FLCOX drawdown of -38.28%. Use the drawdown chart below to compare losses from any high point for UPDDX and FLCOX.

Drawdown Indicators

	UPDDX	FLCOX	Difference
Max Drawdown Largest peak-to-trough decline	-0.33%	-38.28%	+37.95%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.80%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.60%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.00%	—
Current Drawdown Current decline from peak	0.00%	-0.34%	+0.34%
Average Drawdown Average peak-to-trough decline	-0.16%	-4.45%	+4.29%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.62%	—

Volatility

Volatility by Period

	UPDDX	FLCOX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.01%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	28.98%	10.80%	+18.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.98%	14.83%	+14.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.98%	17.64%	+11.34%

UPDDX vs. FLCOX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than FLCOX's 0.04% expense ratio.

Dividends

UPDDX vs. FLCOX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while FLCOX's dividend yield for the trailing twelve months is around 1.33%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
FLCOX Fidelity Large Cap Value Index Fund	1.33%	1.51%	1.92%	1.99%	2.01%	1.55%	2.28%	3.82%	2.79%	0.60%
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%

Frequently Asked Questions

Can I hold both UPDDX and FLCOX in my portfolio?

UPDDX and FLCOX have a correlation of -1.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.