UPDDX vs. SABTX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and SABTX (SA U.S. Value Fund) are both Large Cap Value Equities funds. Their correlation of 0.80 suggests significant overlap in exposure. UPDDX charges 2.57%/yr vs 0.73%/yr for SABTX.

Performance

UPDDX vs. SABTX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and SA U.S. Value Fund (SABTX). 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*: —

SABTX

• 1D: -0.14%
• 1M: 5.13%
• YTD: 17.56%
• 6M: 19.30%
• 1Y: 37.60%
• 3Y*: 19.86%
• 5Y*: 10.61%
• 10Y*: 11.49%

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

UPDDX vs. SABTX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
SABTX SA U.S. Value Fund	1.44%

Correlation

The correlation between UPDDX and SABTX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.80

Return for Risk

UPDDX vs. SABTX — Risk / Return Rank

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

SABTX

SABTX Risk / Return Rank: 94
SABTX Sharpe Ratio Rank: 96
SABTX Sortino Ratio Rank: 95
SABTX Omega Ratio Rank: 88
SABTX Calmar Ratio Rank: 96
SABTX Martin Ratio Rank: 96

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. SABTX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and SA U.S. Value Fund (SABTX). 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	SABTX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.57	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.67	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.61	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.37	+14.71

Drawdowns

UPDDX vs. SABTX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum SABTX drawdown of -66.96%. Use the drawdown chart below to compare losses from any high point for UPDDX and SABTX.

Drawdown Indicators

	UPDDX	SABTX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-66.96%	+65.72%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.36%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.63%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-20.42%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-42.00%	—
Current Drawdown Current decline from peak	-1.24%	-0.14%	-1.10%
Average Drawdown Average peak-to-trough decline	-0.39%	-11.32%	+10.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.72%	—

Volatility

Volatility by Period

	UPDDX	SABTX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.92%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.31%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	11.63%	+14.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	16.37%	+9.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	19.16%	+7.19%

UPDDX vs. SABTX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than SABTX's 0.73% expense ratio.

Dividends

UPDDX vs. SABTX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while SABTX's dividend yield for the trailing twelve months is around 3.30%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SABTX SA U.S. Value Fund	3.30%	3.88%	2.60%	1.67%	7.66%	4.25%	1.52%	5.14%	9.80%	10.36%	5.08%	6.83%
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 SABTX in my portfolio?

UPDDX and SABTX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.