UPDDX vs. IIPR
Compare and contrast key facts about Upright Growth & Income Fund (UPDDX) and Innovative Industrial Properties, Inc. (IIPR).
UPDDX is managed by Upright Investments Trust. It was launched on Oct 10, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPDDX or IIPR.
Correlation
The correlation between UPDDX and IIPR is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UPDDX vs. IIPR - Performance Comparison
Key characteristics
UPDDX:
1.52
IIPR:
-0.37
UPDDX:
1.97
IIPR:
-0.24
UPDDX:
1.27
IIPR:
0.96
UPDDX:
2.37
IIPR:
-0.20
UPDDX:
7.20
IIPR:
-0.70
UPDDX:
6.64%
IIPR:
20.59%
UPDDX:
31.45%
IIPR:
38.52%
UPDDX:
-49.01%
IIPR:
-75.43%
UPDDX:
-2.43%
IIPR:
-67.82%
Returns By Period
In the year-to-date period, UPDDX achieves a 11.43% return, which is significantly higher than IIPR's 9.35% return.
UPDDX
11.43%
2.80%
24.43%
51.29%
20.75%
N/A
IIPR
9.35%
4.32%
-37.09%
-12.85%
-1.49%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
UPDDX vs. IIPR — Risk-Adjusted Performance Rank
UPDDX
IIPR
UPDDX vs. IIPR - Risk-Adjusted Performance Comparison
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.
Dividends
UPDDX vs. IIPR - Dividend Comparison
UPDDX has not paid dividends to shareholders, while IIPR's dividend yield for the trailing twelve months is around 10.32%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
UPDDX Upright Growth & Income Fund | 0.00% | 0.00% | 0.61% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IIPR Innovative Industrial Properties, Inc. | 10.32% | 11.28% | 7.16% | 7.01% | 2.18% | 2.44% | 3.73% | 2.64% | 1.70% |
Drawdowns
UPDDX vs. IIPR - Drawdown Comparison
The maximum UPDDX drawdown since its inception was -49.01%, smaller than the maximum IIPR drawdown of -75.43%. Use the drawdown chart below to compare losses from any high point for UPDDX and IIPR. For additional features, visit the drawdowns tool.
Volatility
UPDDX vs. IIPR - Volatility Comparison
Upright Growth & Income Fund (UPDDX) has a higher volatility of 14.24% compared to Innovative Industrial Properties, Inc. (IIPR) at 12.58%. 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.