Correlation
The correlation between UPUPX and SPY is 0.73, 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.
UPUPX vs. SPY
Compare and contrast key facts about Upright Growth Fund (UPUPX) and 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPUPX or SPY.
Performance
UPUPX vs. SPY - Performance Comparison
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Key characteristics
UPUPX:
0.42
SPY:
0.70
UPUPX:
0.77
SPY:
1.02
UPUPX:
1.11
SPY:
1.15
UPUPX:
0.34
SPY:
0.68
UPUPX:
1.03
SPY:
2.57
UPUPX:
13.24%
SPY:
4.93%
UPUPX:
33.92%
SPY:
20.42%
UPUPX:
-75.55%
SPY:
-55.19%
UPUPX:
-25.62%
SPY:
-3.55%
Returns By Period
In the year-to-date period, UPUPX achieves a -4.09% return, which is significantly lower than SPY's 0.87% return. Over the past 10 years, UPUPX has underperformed SPY with an annualized return of 1.39%, while SPY has yielded a comparatively higher 12.73% annualized return.
UPUPX
-4.09%
7.83%
7.60%
13.89%
4.27%
20.56%
1.39%
SPY
0.87%
5.54%
-1.56%
13.18%
14.25%
15.81%
12.73%
Compare stocks, funds, or ETFs
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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.
Risk-Adjusted Performance
UPUPX vs. SPY — Risk-Adjusted Performance Rank
UPUPX
SPY
UPUPX vs. SPY - Risk-Adjusted Performance Comparison
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.
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Dividends
UPUPX vs. SPY - Dividend Comparison
UPUPX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 0.00% | 0.00% | 8.59% | 1.33% | 3.85% | 0.00% | 0.00% | 0.00% | 3.53% | 21.87% | 5.39% | 10.28% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
UPUPX vs. SPY - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -75.55%, 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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Volatility
UPUPX vs. SPY - Volatility Comparison
Upright Growth Fund (UPUPX) has a higher volatility of 7.65% compared to SPDR S&P 500 ETF (SPY) at 4.86%. 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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