UPDDX vs. TILVX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and TILVX (TIAA-CREF Large-Cap Value Index Fund) are both Large Cap Value Equities funds. At a correlation of -0.20, they often move in opposite directions. UPDDX charges 2.57%/yr vs 0.05%/yr for TILVX.

Performance

UPDDX vs. TILVX - Performance Comparison

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

TILVX

• 1D: -0.06%
• 1M: 3.10%
• YTD: 14.22%
• 6M: 14.78%
• 1Y: 28.71%
• 3Y*: 18.51%
• 5Y*: 10.31%
• 10Y*: 11.09%

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

UPDDX vs. TILVX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
TILVX TIAA-CREF Large-Cap Value Index Fund	0.47%

Correlation

The correlation between UPDDX and TILVX is -0.20, 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	-0.20

Return for Risk

UPDDX vs. TILVX — Risk / Return Rank

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

TILVX

TILVX Risk / Return Rank: 81
TILVX Sharpe Ratio Rank: 80
TILVX Sortino Ratio Rank: 77
TILVX Omega Ratio Rank: 71
TILVX Calmar Ratio Rank: 86
TILVX Martin Ratio Rank: 89

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. 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.

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

Sharpe Ratios by Period

	UPDDX	TILVX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.63	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.70	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.63	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.48	+14.60

Drawdowns

UPDDX vs. TILVX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum TILVX drawdown of -60.05%. Use the drawdown chart below to compare losses from any high point for UPDDX and TILVX.

Drawdown Indicators

	UPDDX	TILVX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-60.05%	+58.81%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.80%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.58%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-19.00%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.15%	—
Current Drawdown Current decline from peak	-1.24%	-0.06%	-1.18%
Average Drawdown Average peak-to-trough decline	-0.39%	-8.26%	+7.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.62%	—

Volatility

Volatility by Period

	UPDDX	TILVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.95%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.18%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	10.84%	+15.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	14.82%	+11.53%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	17.66%	+8.69%

UPDDX vs. TILVX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than TILVX's 0.05% expense ratio.

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 5.22%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TILVX TIAA-CREF Large-Cap Value Index Fund	5.22%	5.96%	3.04%	4.90%	4.57%	3.77%	2.26%	7.05%	4.68%	2.01%	3.14%	4.24%
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 TILVX in my portfolio?

UPDDX and TILVX have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.