UPDDX vs. TILVX
Compare and contrast key facts about Upright Growth & Income Fund (UPDDX) and TIAA-CREF Large-Cap Value Index Fund (TILVX).
UPDDX is managed by Upright Investments Trust. It was launched on Oct 10, 2017. TILVX is managed by TIAA Investments. It was launched on Oct 1, 2002.
Performance
UPDDX vs. TILVX - Performance Comparison
Loading graphics...
UPDDX vs. TILVX - 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% |
TILVX TIAA-CREF Large-Cap Value Index Fund | 2.07% | 15.81% | 14.26% | 11.49% | -7.57% | 25.05% | 2.90% | 26.48% | -8.38% | 1.58% |
Returns By Period
In the year-to-date period, UPDDX achieves a -0.27% return, which is significantly lower than TILVX's 2.07% return.
UPDDX
- 1D
- 4.10%
- 1M
- -5.66%
- YTD
- -0.27%
- 6M
- 2.60%
- 1Y
- 48.70%
- 3Y*
- 29.80%
- 5Y*
- 11.86%
- 10Y*
- —
TILVX
- 1D
- 2.11%
- 1M
- -4.67%
- YTD
- 2.07%
- 6M
- 5.80%
- 1Y
- 15.81%
- 3Y*
- 14.23%
- 5Y*
- 9.17%
- 10Y*
- 10.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UPDDX vs. TILVX - Expense Ratio Comparison
UPDDX has a 2.57% expense ratio, which is higher than TILVX's 0.05% expense ratio.
Return for Risk
UPDDX vs. TILVX — Risk / Return Rank
UPDDX
TILVX
UPDDX vs. TILVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and TIAA-CREF Large-Cap Value Index Fund (TILVX). 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 | TILVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.01 | +0.48 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.46 | +0.57 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 1.30 | +1.17 |
Martin ratioReturn relative to average drawdown | 10.25 | 6.11 | +4.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UPDDX | TILVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.01 | +0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.62 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.58 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.45 | -0.44 |
Correlation
The correlation between UPDDX and TILVX is 0.63, 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. TILVX - Dividend Comparison
UPDDX has not paid dividends to shareholders, while TILVX's dividend yield for the trailing twelve months is around 5.84%.
| 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% |
TILVX TIAA-CREF Large-Cap Value Index Fund | 5.84% | 5.96% | 3.04% | 4.90% | 4.57% | 3.77% | 2.26% | 7.05% | 4.68% | 2.01% | 3.14% | 4.24% |
Drawdowns
UPDDX vs. TILVX - Drawdown Comparison
The maximum UPDDX drawdown since its inception was -97.91%, which is greater than TILVX's maximum drawdown of -60.05%. Use the drawdown chart below to compare losses from any high point for UPDDX and TILVX.
Loading graphics...
Drawdown Indicators
| UPDDX | TILVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.91% | -60.05% | -37.86% |
Max Drawdown (1Y)Largest decline over 1 year | -20.42% | -11.79% | -8.63% |
Max Drawdown (5Y)Largest decline over 5 years | -97.91% | -19.00% | -78.91% |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.15% | — |
Current DrawdownCurrent decline from peak | -96.13% | -4.83% | -91.30% |
Average DrawdownAverage peak-to-trough decline | -24.43% | -8.32% | -16.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.91% | 2.51% | +2.40% |
Volatility
UPDDX vs. TILVX - Volatility Comparison
Upright Growth & Income Fund (UPDDX) has a higher volatility of 7.99% compared to TIAA-CREF Large-Cap Value Index Fund (TILVX) at 4.38%. This indicates that UPDDX's price experiences larger fluctuations and is considered to be riskier than TILVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UPDDX | TILVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 4.38% | +3.61% |
Volatility (6M)Calculated over the trailing 6-month period | 18.78% | 8.32% | +10.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.88% | 15.76% | +18.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,284.78% | 14.82% | +1,269.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 987.44% | 17.65% | +969.79% |