UPUPX vs. FIKHX

Last updated Jun 5, 2026

UPUPX (Upright Growth Fund) and FIKHX (Fidelity Advisor Technology Fund Class Z) are both Technology Equities funds. A 0.66 correlation means they provide meaningful diversification when combined. UPUPX charges 2.09%/yr vs 0.59%/yr for FIKHX.

Performance

UPUPX vs. FIKHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Upright Growth Fund (UPUPX) and Fidelity Advisor Technology Fund Class Z (FIKHX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

UPUPX

• 1D: -0.46%
• 1M: 29.62%
• YTD: 60.70%
• 6M: 61.99%
• 1Y: 95.81%
• 3Y*: 36.63%
• 5Y*: 11.18%
• 10Y*: 8.06%

FIKHX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

UPUPX vs. FIKHX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
UPUPX Upright Growth Fund	60.70%	20.83%	30.23%	8.10%	-45.66%	57.76%	108.70%	7.48%	-29.72%
FIKHX Fidelity Advisor Technology Fund Class Z	0.00%	24.77%	35.52%	59.89%	-35.93%	27.74%	64.56%	51.18%	-17.39%

Correlation

The correlation between UPUPX and FIKHX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.41
Correlation (3Y) Calculated over the trailing 3-year period	0.63
Correlation (5Y) Calculated over the trailing 5-year period	0.69
Correlation (All Time) Calculated using the full available price history since Oct 18, 2018	0.66

Over the past year, the correlation between UPUPX and FIKHX has dropped to 0.41 - well below their long-term average of 0.66, suggesting their price drivers have been diverging.

Return for Risk

UPUPX vs. FIKHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UPUPX

UPUPX Risk / Return Rank: 93
UPUPX Sharpe Ratio Rank: 97
UPUPX Sortino Ratio Rank: 89
UPUPX Omega Ratio Rank: 84
UPUPX Calmar Ratio Rank: 98
UPUPX Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UPUPX vs. FIKHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and Fidelity Advisor Technology Fund Class Z (FIKHX). 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	FIKHX	Difference
Sharpe ratio: Return per unit of total volatility	3.67	—	—
Sortino ratio: Return per unit of downside risk	4.36	—	—
Omega ratio: Gain probability vs. loss probability	1.57	—	—
Calmar ratio: Return relative to maximum drawdown	8.27	—	—
Martin ratio: Return relative to average drawdown	26.96	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	UPUPX	FIKHX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.67	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.36	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.24	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	—	—

Drawdowns

Drawdown Indicators

	UPUPX	FIKHX	Difference
Max Drawdown Largest peak-to-trough decline	-78.77%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-11.97%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-33.68%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-49.24%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-75.55%	—	—
Current Drawdown Current decline from peak	-0.46%	—	—
Average Drawdown Average peak-to-trough decline	-32.09%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	3.66%	—	—

Volatility

Volatility by Period

	UPUPX	FIKHX	Difference
Volatility (1M) Calculated over the trailing 1-month period	12.76%	—	—
Volatility (6M) Calculated over the trailing 6-month period	21.20%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	26.94%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	31.13%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	33.96%	—	—

UPUPX vs. FIKHX - Expense Ratio Comparison

UPUPX has a 2.09% expense ratio, which is higher than FIKHX's 0.59% expense ratio.

Dividends

UPUPX vs. FIKHX - Dividend Comparison

UPUPX's dividend yield for the trailing twelve months is around 5.26%, less than FIKHX's 9.85% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FIKHX Fidelity Advisor Technology Fund Class Z	9.85%	9.85%	7.33%	3.86%	3.32%	11.52%	7.42%	2.64%	22.38%	0.00%	0.00%	0.00%
UPUPX Upright Growth Fund	5.26%	8.45%	0.00%	2.12%	1.33%	3.85%	0.00%	0.00%	0.00%	3.53%	21.87%	5.39%

Frequently Asked Questions

Can I hold both UPUPX and FIKHX in my portfolio?

UPUPX and FIKHX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.