UPUPX vs. ALTEX
Compare and contrast key facts about Upright Growth Fund (UPUPX) and Firsthand Alternative Energy Fund (ALTEX).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. ALTEX is managed by Firsthand Funds. It was launched on Oct 28, 2007.
Performance
UPUPX vs. ALTEX - Performance Comparison
Loading graphics...
UPUPX vs. ALTEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | -3.50% | 20.83% | 30.23% | 8.10% | -45.66% | 57.76% | 108.70% | 7.48% | -49.71% | -14.17% |
ALTEX Firsthand Alternative Energy Fund | 9.56% | 6.62% | -6.79% | -2.31% | -18.26% | -5.09% | 83.88% | 55.04% | -18.56% | 27.35% |
Returns By Period
In the year-to-date period, UPUPX achieves a -3.50% return, which is significantly lower than ALTEX's 9.56% return. Over the past 10 years, UPUPX has underperformed ALTEX with an annualized return of 2.50%, while ALTEX has yielded a comparatively higher 8.92% annualized return.
UPUPX
- 1D
- -2.69%
- 1M
- -8.52%
- YTD
- -3.50%
- 6M
- -0.88%
- 1Y
- 28.94%
- 3Y*
- 13.36%
- 5Y*
- 0.19%
- 10Y*
- 2.50%
ALTEX
- 1D
- -4.06%
- 1M
- -10.18%
- YTD
- 9.56%
- 6M
- -9.08%
- 1Y
- 41.48%
- 3Y*
- -1.40%
- 5Y*
- -4.12%
- 10Y*
- 8.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UPUPX vs. ALTEX - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is higher than ALTEX's 1.98% expense ratio.
Return for Risk
UPUPX vs. ALTEX — Risk / Return Rank
UPUPX
ALTEX
UPUPX vs. ALTEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and Firsthand Alternative Energy Fund (ALTEX). 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.
| UPUPX | ALTEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.10 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.49 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.23 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.31 | +0.29 |
Martin ratioReturn relative to average drawdown | 5.76 | 3.48 | +2.27 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| UPUPX | ALTEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.10 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | -0.06 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.18 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.03 | -0.03 |
Correlation
The correlation between UPUPX and ALTEX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UPUPX vs. ALTEX - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.76%, while ALTEX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 8.76% | 8.45% | 0.00% | 2.12% | 1.33% | 3.85% | 0.00% | 0.00% | 0.00% | 3.53% | 21.87% | 5.39% |
ALTEX Firsthand Alternative Energy Fund | 0.00% | 0.00% | 1.50% | 3.43% | 0.00% | 0.00% | 0.00% | 9.12% | 0.05% | 0.25% | 0.00% | 0.00% |
Drawdowns
UPUPX vs. ALTEX - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, which is greater than ALTEX's maximum drawdown of -75.48%. Use the drawdown chart below to compare losses from any high point for UPUPX and ALTEX.
Loading graphics...
Drawdown Indicators
| UPUPX | ALTEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -75.48% | -23.39% |
Max Drawdown (1Y)Largest decline over 1 year | -16.21% | -28.91% | +12.70% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -75.48% | -23.39% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | -75.48% | -23.39% |
Current DrawdownCurrent decline from peak | -98.29% | -27.66% | -70.63% |
Average DrawdownAverage peak-to-trough decline | -35.66% | -37.55% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 10.86% | -6.37% |
Volatility
UPUPX vs. ALTEX - Volatility Comparison
The current volatility for Upright Growth Fund (UPUPX) is 8.43%, while Firsthand Alternative Energy Fund (ALTEX) has a volatility of 11.76%. This indicates that UPUPX experiences smaller price fluctuations and is considered to be less risky than ALTEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UPUPX | ALTEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 11.76% | -3.33% |
Volatility (6M)Calculated over the trailing 6-month period | 18.30% | 32.97% | -14.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 38.72% | -11.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 67.75% | +3,098.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.55% | 51.07% | +2,187.48% |