UPUPX vs. FIKGX
Compare and contrast key facts about Upright Growth Fund (UPUPX) and Fidelity Advisor Semiconductors Fund Class Z (FIKGX).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. FIKGX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
UPUPX vs. FIKGX - Performance Comparison
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UPUPX vs. FIKGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 0.75% | 20.83% | 30.23% | 8.10% | -45.66% | 57.76% | 108.70% | 7.48% | -29.72% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 7.52% | 45.43% | 35.88% | 75.75% | -34.81% | 58.07% | 44.21% | 64.45% | -11.11% |
Returns By Period
In the year-to-date period, UPUPX achieves a 0.75% return, which is significantly lower than FIKGX's 7.52% 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%
FIKGX
- 1D
- 7.13%
- 1M
- -4.44%
- YTD
- 7.52%
- 6M
- 14.55%
- 1Y
- 88.96%
- 3Y*
- 38.99%
- 5Y*
- 27.65%
- 10Y*
- —
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UPUPX vs. FIKGX - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is higher than FIKGX's 0.62% expense ratio.
Return for Risk
UPUPX vs. FIKGX — Risk / Return Rank
UPUPX
FIKGX
UPUPX vs. FIKGX - 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 Z (FIKGX). 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 | FIKGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 2.26 | -1.02 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.86 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.40 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 5.22 | -3.11 |
Martin ratioReturn relative to average drawdown | 7.61 | 19.77 | -12.17 |
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 | FIKGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 2.26 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.73 | -0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.85 | -0.85 |
Correlation
The correlation between UPUPX and FIKGX is 0.71, 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. FIKGX - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.39%, more than FIKGX's 6.20% 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% |
FIKGX Fidelity Advisor Semiconductors Fund Class Z | 6.20% | 6.67% | 0.00% | 3.14% | 3.08% | 4.19% | 4.54% | 1.08% | 19.72% | 0.00% | 0.00% | 0.00% |
Drawdowns
UPUPX vs. FIKGX - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, which is greater than FIKGX's maximum drawdown of -45.98%. Use the drawdown chart below to compare losses from any high point for UPUPX and FIKGX.
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Drawdown Indicators
| UPUPX | FIKGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -45.98% | -52.89% |
Max Drawdown (1Y)Largest decline over 1 year | -16.21% | -17.09% | +0.88% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -45.98% | -52.89% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | — | — |
Current DrawdownCurrent decline from peak | -98.21% | -8.55% | -89.66% |
Average DrawdownAverage peak-to-trough decline | -35.67% | -10.00% | -25.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 4.51% | 0.00% |
Volatility
UPUPX vs. FIKGX - Volatility Comparison
The current volatility for Upright Growth Fund (UPUPX) is 9.67%, while Fidelity Advisor Semiconductors Fund Class Z (FIKGX) has a volatility of 12.80%. This indicates that UPUPX experiences smaller price fluctuations and is considered to be less risky than FIKGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPUPX | FIKGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 12.80% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 18.78% | 25.66% | -6.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.92% | 40.19% | -12.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 38.15% | +3,127.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.55% | 38.39% | +2,200.16% |