UPUPX vs. FELAX
Compare and contrast key facts about Upright Growth Fund (UPUPX) and Fidelity Advisor Semiconductors Fund Class A (FELAX).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. FELAX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
UPUPX vs. FELAX - Performance Comparison
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UPUPX vs. FELAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 1.75% | 20.83% | 30.23% | 8.10% | -45.66% | 57.76% | 108.70% | 7.48% | -49.71% | -14.17% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 10.24% | 44.88% | 43.74% | 75.08% | -35.07% | 57.50% | 43.57% | 63.76% | -12.76% | 34.12% |
Returns By Period
In the year-to-date period, UPUPX achieves a 1.75% return, which is significantly lower than FELAX's 10.24% return. Over the past 10 years, UPUPX has underperformed FELAX with an annualized return of 3.04%, while FELAX has yielded a comparatively higher 30.86% annualized return.
UPUPX
- 1D
- 0.99%
- 1M
- -1.21%
- YTD
- 1.75%
- 6M
- 3.44%
- 1Y
- 34.15%
- 3Y*
- 15.38%
- 5Y*
- 1.03%
- 10Y*
- 3.04%
FELAX
- 1D
- 2.62%
- 1M
- 2.34%
- YTD
- 10.24%
- 6M
- 15.55%
- 1Y
- 90.94%
- 3Y*
- 42.48%
- 5Y*
- 29.37%
- 10Y*
- 30.86%
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UPUPX vs. FELAX - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is higher than FELAX's 1.01% expense ratio.
Return for Risk
UPUPX vs. FELAX — Risk / Return Rank
UPUPX
FELAX
UPUPX vs. FELAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and Fidelity Advisor Semiconductors Fund Class A (FELAX). 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 | FELAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 2.33 | -1.08 |
Sortino ratioReturn per unit of downside risk | 1.75 | 2.92 | -1.17 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.41 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.22 | 5.54 | -3.32 |
Martin ratioReturn relative to average drawdown | 7.93 | 20.87 | -12.94 |
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
| UPUPX | FELAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 2.33 | -1.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.78 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.90 | -0.90 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.41 | -0.40 |
Correlation
The correlation between UPUPX and FELAX is 0.74, 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. FELAX - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.30%, more than FELAX's 6.32% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 8.30% | 8.45% | 0.00% | 2.12% | 1.33% | 3.85% | 0.00% | 0.00% | 0.00% | 3.53% | 21.87% | 5.39% |
FELAX Fidelity Advisor Semiconductors Fund Class A | 6.32% | 6.96% | 7.02% | 3.40% | 3.32% | 4.34% | 4.51% | 1.00% | 20.15% | 9.67% | 0.36% | 10.71% |
Drawdowns
UPUPX vs. FELAX - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, which is greater than FELAX's maximum drawdown of -71.33%. Use the drawdown chart below to compare losses from any high point for UPUPX and FELAX.
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Drawdown Indicators
| UPUPX | FELAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -71.33% | -27.54% |
Max Drawdown (1Y)Largest decline over 1 year | -11.97% | -14.66% | +2.69% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -46.15% | -52.72% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | -46.15% | -52.72% |
Current DrawdownCurrent decline from peak | -98.20% | -6.18% | -92.02% |
Average DrawdownAverage peak-to-trough decline | -35.68% | -22.02% | -13.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.53% | 4.54% | -0.01% |
Volatility
UPUPX vs. FELAX - Volatility Comparison
The current volatility for Upright Growth Fund (UPUPX) is 9.54%, while Fidelity Advisor Semiconductors Fund Class A (FELAX) has a volatility of 12.33%. This indicates that UPUPX experiences smaller price fluctuations and is considered to be less risky than FELAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPUPX | FELAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.54% | 12.33% | -2.79% |
Volatility (6M)Calculated over the trailing 6-month period | 18.76% | 25.75% | -6.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.93% | 40.25% | -12.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 38.06% | +3,127.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.10% | 34.41% | +2,203.69% |