UPDDX vs. NEIMX
Compare and contrast key facts about Upright Growth & Income Fund (UPDDX) and Neiman Large Cap Value Fund (NEIMX).
UPDDX is managed by Upright Investments Trust. It was launched on Oct 10, 2017. NEIMX is managed by Neiman Funds. It was launched on Apr 1, 2003.
Performance
UPDDX vs. NEIMX - Performance Comparison
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UPDDX vs. NEIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPDDX Upright Growth & Income Fund | -0.27% | 32.37% | 47.53% | 32.49% | -42.03% | 57.51% | 49.47% | -6.85% | 12.83% | 0.00% |
NEIMX Neiman Large Cap Value Fund | 5.61% | 18.68% | 13.50% | 6.15% | -5.16% | 23.85% | -5.97% | 23.49% | -9.76% | 6.58% |
Returns By Period
In the year-to-date period, UPDDX achieves a -0.27% return, which is significantly lower than NEIMX's 5.61% return.
UPDDX
- 1D
- 4.10%
- 1M
- -5.66%
- YTD
- -0.27%
- 6M
- 2.60%
- 1Y
- 48.70%
- 3Y*
- 29.80%
- 5Y*
- 11.86%
- 10Y*
- —
NEIMX
- 1D
- 1.99%
- 1M
- -3.83%
- YTD
- 5.61%
- 6M
- 8.69%
- 1Y
- 25.83%
- 3Y*
- 14.76%
- 5Y*
- 10.37%
- 10Y*
- 9.24%
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UPDDX vs. NEIMX - Expense Ratio Comparison
UPDDX has a 2.57% expense ratio, which is higher than NEIMX's 1.46% expense ratio.
Return for Risk
UPDDX vs. NEIMX — Risk / Return Rank
UPDDX
NEIMX
UPDDX vs. NEIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Neiman Large Cap Value Fund (NEIMX). 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.
| UPDDX | NEIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.65 | -0.17 |
Sortino ratioReturn per unit of downside risk | 2.03 | 2.32 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.38 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 2.49 | -0.03 |
Martin ratioReturn relative to average drawdown | 10.25 | 12.55 | -2.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UPDDX | NEIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.65 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.02 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.02 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.03 | -0.01 |
Correlation
The correlation between UPDDX and NEIMX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UPDDX vs. NEIMX - Dividend Comparison
UPDDX has not paid dividends to shareholders, while NEIMX's dividend yield for the trailing twelve months is around 0.72%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPDDX Upright Growth & Income Fund | 0.00% | 0.00% | 0.00% | 0.61% | 2.35% | 0.00% | 0.00% | 0.00% | 11.37% | 0.00% | 0.00% | 0.00% |
NEIMX Neiman Large Cap Value Fund | 0.72% | 0.76% | 1.10% | 1.36% | 3.60% | 17.65% | 1.20% | 2.26% | 1.20% | 6.64% | 10.20% | 4.19% |
Drawdowns
UPDDX vs. NEIMX - Drawdown Comparison
The maximum UPDDX drawdown since its inception was -97.91%, which is greater than NEIMX's maximum drawdown of -92.94%. Use the drawdown chart below to compare losses from any high point for UPDDX and NEIMX.
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Drawdown Indicators
| UPDDX | NEIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.91% | -92.94% | -4.97% |
Max Drawdown (1Y)Largest decline over 1 year | -20.42% | -10.78% | -9.64% |
Max Drawdown (5Y)Largest decline over 5 years | -97.91% | -92.94% | -4.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -92.94% | — |
Current DrawdownCurrent decline from peak | -96.13% | -90.08% | -6.05% |
Average DrawdownAverage peak-to-trough decline | -24.43% | -9.92% | -14.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.91% | 2.14% | +2.77% |
Volatility
UPDDX vs. NEIMX - Volatility Comparison
Upright Growth & Income Fund (UPDDX) has a higher volatility of 7.99% compared to Neiman Large Cap Value Fund (NEIMX) at 4.05%. This indicates that UPDDX's price experiences larger fluctuations and is considered to be riskier than NEIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPDDX | NEIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 4.05% | +3.94% |
Volatility (6M)Calculated over the trailing 6-month period | 18.78% | 8.52% | +10.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.88% | 15.65% | +18.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,284.78% | 576.30% | +708.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 987.44% | 407.62% | +579.82% |