UPDDX vs. TWVLX

Last updated Jul 11, 2026

UPDDX (Upright Growth & Income Fund) and TWVLX (American Century Value Fund) are both Large Cap Value Equities funds. At a correlation of -0.07, they often move in opposite directions. UPDDX charges 2.57%/yr vs 1.01%/yr for TWVLX.

Performance

UPDDX vs. TWVLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and American Century Value Fund (TWVLX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

UPDDX

• 1D: 1.11%
• 1M: -0.40%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

TWVLX

• 1D: 0.22%
• 1M: 2.02%
• 6M: 10.46%
• YTD: 13.33%
• 1Y: 22.82%
• 3Y*: 15.02%
• 5Y*: 10.35%
• 10Y*: 10.43%

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

UPDDX vs. TWVLX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	-4.31%
TWVLX American Century Value Fund	3.94%

Correlation

The correlation between UPDDX and TWVLX is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	-0.07

Return for Risk

UPDDX vs. TWVLX — Risk / Return Rank

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

UPDDX

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

TWVLX

TWVLX Risk / Return Rank: 83
TWVLX Sharpe Ratio Rank: 84
TWVLX Sortino Ratio Rank: 84
TWVLX Omega Ratio Rank: 79
TWVLX Calmar Ratio Rank: 86
TWVLX Martin Ratio Rank: 81

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. TWVLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and American Century Value Fund (TWVLX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	UPDDX	TWVLX	Difference
Sharpe ratio: Return per unit of total volatility	—	2.20	—
Sortino ratio: Return per unit of downside risk	—	3.25	—
Omega ratio: Gain probability vs. loss probability	—	1.39	—
Calmar ratio: Return relative to maximum drawdown	—	3.30	—
Martin ratio: Return relative to average drawdown	—	11.54	—

Drawdowns

UPDDX vs. TWVLX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -10.77%, smaller than the maximum TWVLX drawdown of -53.19%. Use the drawdown chart below to compare losses from any high point for UPDDX and TWVLX.

Drawdown Indicators

	UPDDX	TWVLX	Difference
Max Drawdown Largest peak-to-trough decline	-10.77%	-53.19%	+42.42%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.03%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-12.83%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.12%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.88%	—
Current Drawdown Current decline from peak	-7.71%	-0.98%	-6.73%
Average Drawdown Average peak-to-trough decline	-6.46%	-6.62%	+0.16%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.01%	—

Volatility

Volatility by Period

	UPDDX	TWVLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.32%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.89%	—
Volatility (1Y) Calculated over the trailing 1-year period	30.42%	10.57%	+19.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	30.42%	14.02%	+16.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	30.42%	17.62%	+12.80%

UPDDX vs. TWVLX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than TWVLX's 1.01% expense ratio.

Dividends

UPDDX vs. TWVLX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while TWVLX's dividend yield for the trailing twelve months is around 8.80%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TWVLX American Century Value Fund	8.80%	10.07%	11.14%	7.34%	15.07%	13.94%	3.49%	8.70%	11.82%	7.24%	3.22%	8.56%
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 TWVLX in my portfolio?

UPDDX and TWVLX have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.