UPDDX vs. IIPR

In the year-to-date period, UPDDX achieves a -1.75% return, which is significantly higher than IIPR's -14.59% return.

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This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Innovative Industrial Properties, Inc. (IIPR). 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 higher than the IIPR Sharpe Ratio of -1.01. The chart below compares the historical Sharpe Ratios of UPDDX and IIPR, 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 IIPR's dividend yield for the trailing twelve months is around 13.76%.

The maximum UPDDX drawdown since its inception was -49.01%, smaller than the maximum IIPR drawdown of -78.14%. Use the drawdown chart below to compare losses from any high point for UPDDX and IIPR.

Upright Growth & Income Fund (UPDDX) has a higher volatility of 9.68% compared to Innovative Industrial Properties, Inc. (IIPR) at 8.48%. This indicates that UPDDX's price experiences larger fluctuations and is considered to be riskier than IIPR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.