UPDDX vs. TWEIX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and TWEIX (American Century Equity Income 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 0.94%/yr for TWEIX.

Performance

UPDDX vs. TWEIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and American Century Equity Income Fund (TWEIX). 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*: —

TWEIX

• 1D: 0.00%
• 1M: -0.33%
• YTD: 6.14%
• 6M: 6.50%
• 1Y: 15.66%
• 3Y*: 10.63%
• 5Y*: 6.81%
• 10Y*: 8.65%

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

UPDDX vs. TWEIX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
TWEIX American Century Equity Income Fund	-0.33%

Correlation

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

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

TWEIX

TWEIX Risk / Return Rank: 39
TWEIX Sharpe Ratio Rank: 40
TWEIX Sortino Ratio Rank: 44
TWEIX Omega Ratio Rank: 36
TWEIX Calmar Ratio Rank: 40
TWEIX Martin Ratio Rank: 35

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. TWEIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and American Century Equity Income Fund (TWEIX). 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	TWEIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.83	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.64	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.65	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.75	+14.32

Drawdowns

UPDDX vs. TWEIX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum TWEIX drawdown of -39.30%. Use the drawdown chart below to compare losses from any high point for UPDDX and TWEIX.

Drawdown Indicators

	UPDDX	TWEIX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-39.30%	+38.06%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.43%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-10.16%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-13.69%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-32.82%	—
Current Drawdown Current decline from peak	-1.24%	-2.51%	+1.27%
Average Drawdown Average peak-to-trough decline	-0.39%	-4.16%	+3.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.95%	—

Volatility

Volatility by Period

	UPDDX	TWEIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.10%	—
Volatility (6M) Calculated over the trailing 6-month period	—	6.20%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	8.37%	+17.98%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	10.74%	+15.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	13.35%	+13.00%

UPDDX vs. TWEIX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than TWEIX's 0.94% expense ratio.

Dividends

UPDDX vs. TWEIX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while TWEIX's dividend yield for the trailing twelve months is around 9.77%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TWEIX American Century Equity Income Fund	9.77%	10.35%	11.51%	8.02%	8.76%	6.83%	2.00%	7.38%	8.79%	11.95%	7.88%	10.49%
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 TWEIX in my portfolio?

UPDDX and TWEIX 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.