UPUPX vs. SPY
Compare and contrast key facts about Upright Growth Fund (UPUPX) and State Street SPDR S&P 500 ETF (SPY).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
UPUPX vs. SPY - Performance Comparison
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UPUPX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 0.75% | 20.83% | 30.23% | 8.10% | -45.66% | 57.76% | 108.70% | 7.48% | -49.71% | -14.17% |
SPY State Street SPDR S&P 500 ETF | -3.65% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, UPUPX achieves a 0.75% return, which is significantly higher than SPY's -3.65% return. Over the past 10 years, UPUPX has underperformed SPY with an annualized return of 2.94%, while SPY has yielded a comparatively higher 14.06% annualized 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%
SPY
- 1D
- 0.75%
- 1M
- -4.28%
- YTD
- -3.65%
- 6M
- -1.42%
- 1Y
- 18.14%
- 3Y*
- 18.48%
- 5Y*
- 11.86%
- 10Y*
- 14.06%
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UPUPX vs. SPY - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
UPUPX vs. SPY — Risk / Return Rank
UPUPX
SPY
UPUPX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and State Street 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.
| UPUPX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.96 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.49 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.23 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.12 | 1.53 | +0.58 |
Martin ratioReturn relative to average drawdown | 7.61 | 7.27 | +0.34 |
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 | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.96 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.70 | -0.70 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.79 | -0.79 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.56 | -0.56 |
Correlation
The correlation between UPUPX and SPY 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. SPY - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.39%, more than SPY's 1.13% 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% |
SPY State Street SPDR S&P 500 ETF | 1.13% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
UPUPX vs. SPY - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, 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.
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Drawdown Indicators
| UPUPX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -55.19% | -43.68% |
Max Drawdown (1Y)Largest decline over 1 year | -16.21% | -12.05% | -4.16% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -24.50% | -74.37% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | -33.72% | -65.15% |
Current DrawdownCurrent decline from peak | -98.21% | -5.53% | -92.68% |
Average DrawdownAverage peak-to-trough decline | -35.67% | -9.09% | -26.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.51% | 2.54% | +1.97% |
Volatility
UPUPX vs. SPY - Volatility Comparison
Upright Growth Fund (UPUPX) has a higher volatility of 9.67% compared to State Street SPDR S&P 500 ETF (SPY) at 5.35%. 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.
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Volatility by Period
| UPUPX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.67% | 5.35% | +4.32% |
Volatility (6M)Calculated over the trailing 6-month period | 18.78% | 9.50% | +9.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.92% | 19.06% | +8.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 17.06% | +3,148.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.55% | 17.92% | +2,220.63% |