UPUPX vs. BOGSX
Compare and contrast key facts about Upright Growth Fund (UPUPX) and Black Oak Emerging Technology Fund (BOGSX).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. BOGSX is managed by Oak Associates. It was launched on Dec 28, 2000.
Performance
UPUPX vs. BOGSX - Performance Comparison
Loading graphics...
UPUPX vs. BOGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 0.75% | 20.83% | 30.23% | 8.10% | -45.66% | 57.76% | 108.70% | 7.48% | -49.71% | -14.17% |
BOGSX Black Oak Emerging Technology Fund | 2.33% | 19.06% | 9.25% | 17.79% | -27.30% | 26.89% | 45.16% | 38.20% | -4.94% | 19.05% |
Returns By Period
In the year-to-date period, UPUPX achieves a 0.75% return, which is significantly lower than BOGSX's 2.33% return. Over the past 10 years, UPUPX has underperformed BOGSX with an annualized return of 2.94%, while BOGSX has yielded a comparatively higher 14.32% annualized return.
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%
BOGSX
- 1D
- 4.12%
- 1M
- -3.58%
- YTD
- 2.33%
- 6M
- 2.90%
- 1Y
- 29.34%
- 3Y*
- 11.83%
- 5Y*
- 5.58%
- 10Y*
- 14.32%
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. BOGSX - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is higher than BOGSX's 1.03% expense ratio.
Return for Risk
UPUPX vs. BOGSX — Risk / Return Rank
UPUPX
BOGSX
UPUPX vs. BOGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and Black Oak Emerging Technology Fund (BOGSX). 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 | BOGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.15 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.74 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.24 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 2.31 | -0.19 |
Martin ratioReturn relative to average drawdown | 7.61 | 8.16 | -0.55 |
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 | BOGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.15 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.22 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.59 | -0.59 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.06 | -0.06 |
Correlation
The correlation between UPUPX and BOGSX is 0.75, 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
UPUPX vs. BOGSX - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.39%, more than BOGSX's 5.63% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
BOGSX Black Oak Emerging Technology Fund | 5.63% | 5.76% | 7.96% | 3.79% | 1.87% | 11.31% | 6.30% | 5.47% | 11.71% | 7.71% | 4.00% | 3.09% |
Drawdowns
UPUPX vs. BOGSX - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, which is greater than BOGSX's maximum drawdown of -92.80%. Use the drawdown chart below to compare losses from any high point for UPUPX and BOGSX.
Loading graphics...
Drawdown Indicators
| UPUPX | BOGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -92.80% | -6.07% |
Max Drawdown (1Y)Largest decline over 1 year | -16.21% | -12.77% | -3.44% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -33.93% | -64.94% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | -33.93% | -64.94% |
Current DrawdownCurrent decline from peak | -98.21% | -6.50% | -91.71% |
Average DrawdownAverage peak-to-trough decline | -35.67% | -59.36% | +23.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 3.62% | +0.89% |
Volatility
UPUPX vs. BOGSX - Volatility Comparison
Upright Growth Fund (UPUPX) has a higher volatility of 9.67% compared to Black Oak Emerging Technology Fund (BOGSX) at 8.28%. This indicates that UPUPX's price experiences larger fluctuations and is considered to be riskier than BOGSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| UPUPX | BOGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 8.28% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 18.78% | 17.11% | +1.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.92% | 26.21% | +1.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 25.19% | +3,140.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.55% | 24.47% | +2,214.08% |