UPDDX vs. UPUPX
Compare and contrast key facts about Upright Growth & Income Fund (UPDDX) and Upright Growth Fund (UPUPX).
UPDDX is managed by Upright Investments Trust. It was launched on Oct 10, 2017. UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999.
Performance
UPDDX vs. UPUPX - Performance Comparison
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UPDDX vs. UPUPX - 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% |
UPUPX Upright Growth Fund | 0.75% | 20.83% | 30.23% | 8.10% | -45.66% | 57.76% | 108.70% | 7.48% | -49.71% | -8.19% |
Returns By Period
In the year-to-date period, UPDDX achieves a -0.27% return, which is significantly lower than UPUPX's 0.75% return.
UPDDX
- 1D
- 4.10%
- 1M
- -5.66%
- YTD
- -0.27%
- 6M
- 2.60%
- 1Y
- 48.70%
- 3Y*
- 29.80%
- 5Y*
- 11.86%
- 10Y*
- —
UPUPX
- 1D
- 4.40%
- 1M
- -4.12%
- YTD
- 0.75%
- 6M
- 2.91%
- 1Y
- 33.51%
- 3Y*
- 15.00%
- 5Y*
- 0.83%
- 10Y*
- 2.94%
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UPDDX vs. UPUPX - Expense Ratio Comparison
UPDDX has a 2.57% expense ratio, which is higher than UPUPX's 2.09% expense ratio.
Return for Risk
UPDDX vs. UPUPX — Risk / Return Rank
UPDDX
UPUPX
UPDDX vs. UPUPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Upright Growth Fund (UPUPX). 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 | UPUPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.49 | 1.25 | +0.24 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.74 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.24 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.47 | 2.12 | +0.35 |
Martin ratioReturn relative to average drawdown | 10.25 | 7.61 | +2.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UPDDX | UPUPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 1.25 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.00 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.00 | +0.01 |
Correlation
The correlation between UPDDX and UPUPX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UPDDX vs. UPUPX - Dividend Comparison
UPDDX has not paid dividends to shareholders, while UPUPX's dividend yield for the trailing twelve months is around 8.39%.
| 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% |
UPUPX Upright Growth Fund | 8.39% | 8.45% | 0.00% | 2.12% | 1.33% | 3.85% | 0.00% | 0.00% | 0.00% | 3.53% | 21.87% | 5.39% |
Drawdowns
UPDDX vs. UPUPX - Drawdown Comparison
The maximum UPDDX drawdown since its inception was -97.91%, roughly equal to the maximum UPUPX drawdown of -98.87%. Use the drawdown chart below to compare losses from any high point for UPDDX and UPUPX.
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Drawdown Indicators
| UPDDX | UPUPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.91% | -98.87% | +0.96% |
Max Drawdown (1Y)Largest decline over 1 year | -20.42% | -16.21% | -4.21% |
Max Drawdown (5Y)Largest decline over 5 years | -97.91% | -98.87% | +0.96% |
Max Drawdown (10Y)Largest decline over 10 years | — | -98.87% | — |
Current DrawdownCurrent decline from peak | -96.13% | -98.21% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -24.43% | -35.67% | +11.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.91% | 4.51% | +0.40% |
Volatility
UPDDX vs. UPUPX - Volatility Comparison
The current volatility for Upright Growth & Income Fund (UPDDX) is 7.99%, while Upright Growth Fund (UPUPX) has a volatility of 9.67%. This indicates that UPDDX experiences smaller price fluctuations and is considered to be less risky than UPUPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPDDX | UPUPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.99% | 9.67% | -1.68% |
Volatility (6M)Calculated over the trailing 6-month period | 18.78% | 18.78% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.88% | 27.92% | +5.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,284.78% | 3,165.77% | -1,880.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 987.44% | 2,238.55% | -1,251.11% |