UPDDX vs. VIVIX

Last updated Jun 5, 2026

UPDDX (Upright Growth & Income Fund) and VIVIX (Vanguard Value Index Fund Institutional Shares) 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 0.04%/yr for VIVIX.

Performance

UPDDX vs. VIVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth & Income Fund (UPDDX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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*: —

VIVIX

• 1D: -0.02%
• 1M: 3.21%
• YTD: 12.21%
• 6M: 13.08%
• 1Y: 26.82%
• 3Y*: 18.24%
• 5Y*: 11.22%
• 10Y*: 12.47%

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

UPDDX vs. VIVIX - Yearly Performance Comparison

	2026 (YTD)
UPDDX Upright Growth & Income Fund	2.39%
VIVIX Vanguard Value Index Fund Institutional Shares	0.73%

Correlation

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

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

VIVIX

VIVIX Risk / Return Rank: 79
VIVIX Sharpe Ratio Rank: 79
VIVIX Sortino Ratio Rank: 77
VIVIX Omega Ratio Rank: 69
VIVIX Calmar Ratio Rank: 86
VIVIX Martin Ratio Rank: 83

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. VIVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth & Income Fund (UPDDX) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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	VIVIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.62	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.81	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.75	—
Sharpe Ratio (All Time) Calculated using the full available price history	15.08	0.41	+14.66

Drawdowns

UPDDX vs. VIVIX - Drawdown Comparison

The maximum UPDDX drawdown since its inception was -1.24%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for UPDDX and VIVIX.

Drawdown Indicators

	UPDDX	VIVIX	Difference
Max Drawdown Largest peak-to-trough decline	-1.24%	-59.30%	+58.06%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.36%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.40%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.12%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.80%	—
Current Drawdown Current decline from peak	-1.24%	-0.02%	-1.22%
Average Drawdown Average peak-to-trough decline	-0.39%	-9.26%	+8.87%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.69%	—

Volatility

Volatility by Period

	UPDDX	VIVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.56%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	26.35%	10.07%	+16.28%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.35%	13.91%	+12.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.35%	16.74%	+9.61%

UPDDX vs. VIVIX - Expense Ratio Comparison

UPDDX has a 2.57% expense ratio, which is higher than VIVIX's 0.04% expense ratio.

Dividends

UPDDX vs. VIVIX - Dividend Comparison

UPDDX has not paid dividends to shareholders, while VIVIX's dividend yield for the trailing twelve months is around 1.86%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
VIVIX Vanguard Value Index Fund Institutional Shares	1.86%	2.04%	2.31%	2.46%	2.52%	2.15%	2.55%	2.50%	2.73%	2.30%	2.46%	2.61%

Frequently Asked Questions

Can I hold both UPDDX and VIVIX in my portfolio?

UPDDX and VIVIX 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.