UPDDX vs. NQCRX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and NQCRX (Nuveen Large Cap Value 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 0.74%/yr for NQCRX.

Performance

UPDDX vs. NQCRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and Nuveen Large Cap Value Fund (NQCRX). 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*: —

NQCRX

• 1D: -0.46%
• 1M: 0.47%
• YTD: 15.56%
• 6M: 16.92%
• 1Y: 37.02%
• 3Y*: 22.34%
• 5Y*: 13.73%
• 10Y*: 14.03%

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

UPDDX vs. NQCRX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
NQCRX Nuveen Large Cap Value Fund	-1.22%

Correlation

The correlation between UPDDX and NQCRX 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. NQCRX — Risk / Return Rank

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

NQCRX

NQCRX Risk / Return Rank: 89
NQCRX Sharpe Ratio Rank: 90
NQCRX Sortino Ratio Rank: 85
NQCRX Omega Ratio Rank: 79
NQCRX Calmar Ratio Rank: 96
NQCRX Martin Ratio Rank: 95

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. NQCRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Nuveen Large Cap Value Fund (NQCRX). 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	NQCRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.96	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.88	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.74	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.39	+14.68

Drawdowns

UPDDX vs. NQCRX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum NQCRX drawdown of -57.85%. Use the drawdown chart below to compare losses from any high point for UPDDX and NQCRX.

Drawdown Indicators

	UPDDX	NQCRX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-57.85%	+56.61%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.07%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.21%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.61%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-41.84%	—
Current Drawdown Current decline from peak	-1.24%	-1.22%	-0.02%
Average Drawdown Average peak-to-trough decline	-0.39%	-10.01%	+9.62%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.62%	—

Volatility

Volatility by Period

	UPDDX	NQCRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.78%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.51%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	12.38%	+13.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	15.60%	+10.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	18.93%	+7.42%

UPDDX vs. NQCRX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than NQCRX's 0.74% expense ratio.

Dividends

UPDDX vs. NQCRX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while NQCRX's dividend yield for the trailing twelve months is around 6.32%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
NQCRX Nuveen Large Cap Value Fund	6.32%	7.30%	6.82%	2.22%	4.63%	20.85%	17.95%	26.88%	34.12%	27.42%	10.74%	61.01%
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 NQCRX in my portfolio?

UPDDX and NQCRX 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.