UPUPX vs. SPY

In the year-to-date period, UPUPX achieves a 7.89% return, which is significantly higher than SPY's 2.36% return. Over the past 10 years, UPUPX has underperformed SPY with an annualized return of -1.30%, while SPY has yielded a comparatively higher 12.96% annualized return.

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UPUPX has a 2.09% expense ratio, which is higher than SPY's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and SPDR S&P 500 ETF (SPY). 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.

The current UPUPX Sharpe Ratio is 1.45, which is comparable to the SPY Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of UPUPX and SPY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UPUPX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.18%.

The maximum UPUPX drawdown since its inception was -77.31%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UPUPX and SPY. For additional features, visit the drawdowns tool.

Upright Growth Fund (UPUPX) has a higher volatility of 16.55% compared to SPDR S&P 500 ETF (SPY) at 3.38%. This indicates that UPUPX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.