UPDDX vs. LOMAX

Last updated Jun 23, 2026

UPDDX (Upright Growth & Income Fund) and LOMAX (Edgar Lomax Value Fund) are both Large Cap Value Equities funds. At a correlation of -0.10, they often move in opposite directions. UPDDX charges 2.57%/yr vs 0.70%/yr for LOMAX.

Performance

UPDDX vs. LOMAX - Performance Comparison

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

Returns By Period

UPDDX

• 1D: 2.20%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LOMAX

• 1D: -0.67%
• 1M: -0.56%
• YTD: 10.12%
• 6M: 9.85%
• 1Y: 24.39%
• 3Y*: 15.39%
• 5Y*: 10.65%
• 10Y*: 10.66%

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

UPDDX vs. LOMAX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	-2.51%
LOMAX Edgar Lomax Value Fund	-0.28%

Correlation

The correlation between UPDDX and LOMAX is -0.10, 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 28, 2026	-0.10

Return for Risk

UPDDX vs. LOMAX — Risk / Return Rank

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

UPDDX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

LOMAX

LOMAX Risk / Return Rank: 84
LOMAX Sharpe Ratio Rank: 83
LOMAX Sortino Ratio Rank: 84
LOMAX Omega Ratio Rank: 70
LOMAX Calmar Ratio Rank: 94
LOMAX Martin Ratio Rank: 91

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. LOMAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Edgar Lomax Value Fund (LOMAX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	UPDDX	LOMAX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.50	—
Sortino ratio: Return per unit of downside risk	—	3.67	—
Omega ratio: Gain probability vs. loss probability	—	1.42	—
Calmar ratio: Return relative to maximum drawdown	—	5.13	—
Martin ratio: Return relative to average drawdown	—	16.79	—

Drawdowns

UPDDX vs. LOMAX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -10.36%, smaller than the maximum LOMAX drawdown of -57.82%. Use the drawdown chart below to compare losses from any high point for UPDDX and LOMAX.

Drawdown Indicators

	UPDDX	LOMAX	Difference
Max Drawdown Largest peak-to-trough decline	-10.36%	-57.82%	+47.46%
Max Drawdown (1Y) Largest decline over 1 year	—	-4.86%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-11.93%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.50%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-37.81%	—
Current Drawdown Current decline from peak	-5.98%	-2.80%	-3.18%
Average Drawdown Average peak-to-trough decline	-4.58%	-9.39%	+4.81%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.48%	—

Volatility

Volatility by Period

	UPDDX	LOMAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.33%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.18%	—
Volatility (1Y) Calculated over the trailing 1-year period	35.89%	9.95%	+25.94%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	35.89%	13.24%	+22.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	35.89%	16.52%	+19.37%

UPDDX vs. LOMAX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than LOMAX's 0.70% expense ratio.

Dividends

UPDDX vs. LOMAX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while LOMAX's dividend yield for the trailing twelve months is around 5.75%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LOMAX Edgar Lomax Value Fund	5.75%	6.34%	6.27%	4.66%	7.73%	5.11%	12.52%	2.16%	15.97%	8.80%	2.68%	15.54%
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 LOMAX in my portfolio?

UPDDX and LOMAX have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.