UPUPX vs. FELIX
Compare and contrast key facts about Upright Growth Fund (UPUPX) and Fidelity Advisor Semiconductors Fund Class I (FELIX).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. FELIX is managed by Fidelity. It was launched on Dec 27, 2000.
Performance
UPUPX vs. FELIX - Performance Comparison
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UPUPX vs. FELIX - 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% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 0.34% | 45.25% | 44.10% | 75.49% | -34.88% | 57.89% | 44.02% | 64.21% | -12.52% | 34.54% |
Returns By Period
In the year-to-date period, UPUPX achieves a -3.50% return, which is significantly lower than FELIX's 0.34% return. Over the past 10 years, UPUPX has underperformed FELIX with an annualized return of 2.50%, while FELIX has yielded a comparatively higher 29.99% 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%
FELIX
- 1D
- -4.25%
- 1M
- -9.99%
- YTD
- 0.34%
- 6M
- 8.31%
- 1Y
- 77.58%
- 3Y*
- 38.40%
- 5Y*
- 28.12%
- 10Y*
- 29.99%
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UPUPX vs. FELIX - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is higher than FELIX's 0.75% expense ratio.
Return for Risk
UPUPX vs. FELIX — Risk / Return Rank
UPUPX
FELIX
UPUPX vs. FELIX - 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 I (FELIX). 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 | FELIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.94 | -0.90 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.55 | -1.05 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.36 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 4.18 | -2.59 |
Martin ratioReturn relative to average drawdown | 5.76 | 15.94 | -10.19 |
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 | FELIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.94 | -0.90 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.75 | -0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.88 | -0.88 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.40 | -0.40 |
Correlation
The correlation between UPUPX and FELIX 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. FELIX - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.76%, more than FELIX's 6.49% yield.
| 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% |
FELIX Fidelity Advisor Semiconductors Fund Class I | 6.49% | 6.51% | 6.44% | 3.15% | 3.09% | 4.14% | 4.43% | 1.04% | 19.34% | 9.50% | 0.55% | 10.37% |
Drawdowns
UPUPX vs. FELIX - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, which is greater than FELIX's maximum drawdown of -71.17%. Use the drawdown chart below to compare losses from any high point for UPUPX and FELIX.
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Drawdown Indicators
| UPUPX | FELIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -71.17% | -27.70% |
Max Drawdown (1Y)Largest decline over 1 year | -16.21% | -17.09% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -46.02% | -52.85% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | -46.02% | -52.85% |
Current DrawdownCurrent decline from peak | -98.29% | -14.65% | -83.64% |
Average DrawdownAverage peak-to-trough decline | -35.66% | -21.27% | -14.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 4.49% | 0.00% |
Volatility
UPUPX vs. FELIX - Volatility Comparison
The current volatility for Upright Growth Fund (UPUPX) is 8.43%, while Fidelity Advisor Semiconductors Fund Class I (FELIX) has a volatility of 10.51%. This indicates that UPUPX experiences smaller price fluctuations and is considered to be less risky than FELIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPUPX | FELIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 10.51% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 18.30% | 24.76% | -6.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 39.67% | -12.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 37.96% | +3,127.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.55% | 34.34% | +2,204.21% |