UPDDX vs. LEIFX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and LEIFX (Federated Hermes Equity Income Fund) are both Large Cap Value Equities funds. At a correlation of -0.40, they often move in opposite directions. UPDDX charges 2.57%/yr vs 1.11%/yr for LEIFX.

Performance

UPDDX vs. LEIFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and Federated Hermes Equity Income Fund (LEIFX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

UPDDX

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

LEIFX

• 1D: -0.14%
• 1M: -1.32%
• YTD: 5.01%
• 6M: 6.33%
• 1Y: 18.20%
• 3Y*: 9.57%
• 5Y*: 4.29%
• 10Y*: 7.83%

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

UPDDX vs. LEIFX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
LEIFX Federated Hermes Equity Income Fund	-1.04%

Correlation

The correlation between UPDDX and LEIFX is -0.40, 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	-0.40

Return for Risk

UPDDX vs. LEIFX — Risk / Return Rank

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

LEIFX

LEIFX Risk / Return Rank: 54
LEIFX Sharpe Ratio Rank: 50
LEIFX Sortino Ratio Rank: 52
LEIFX Omega Ratio Rank: 51
LEIFX Calmar Ratio Rank: 70
LEIFX Martin Ratio Rank: 49

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. LEIFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Federated Hermes Equity Income Fund (LEIFX). 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	LEIFX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.02	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.28	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.45	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.46	+14.62

Drawdowns

UPDDX vs. LEIFX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum LEIFX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for UPDDX and LEIFX.

Drawdown Indicators

	UPDDX	LEIFX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-49.19%	+47.95%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.01%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-25.60%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.60%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.86%	—
Current Drawdown Current decline from peak	-1.24%	-3.78%	+2.54%
Average Drawdown Average peak-to-trough decline	-0.39%	-10.04%	+9.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.92%	—

Volatility

Volatility by Period

	UPDDX	LEIFX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.67%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	9.38%	+16.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	15.13%	+11.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	17.39%	+8.96%

UPDDX vs. LEIFX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than LEIFX's 1.11% expense ratio.

Dividends

UPDDX vs. LEIFX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while LEIFX's dividend yield for the trailing twelve months is around 24.30%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LEIFX Federated Hermes Equity Income Fund	24.30%	24.92%	0.82%	1.08%	7.54%	16.37%	1.17%	2.01%	19.47%	5.34%	3.98%	3.15%
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%

Frequently Asked Questions

Can I hold both UPDDX and LEIFX in my portfolio?

UPDDX and LEIFX have a correlation of -0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.