UPUPX vs. STK
Compare and contrast key facts about Upright Growth Fund (UPUPX) and Columbia Seligman Premium Technology Growth Closed Fund (STK).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. STK is an actively managed fund by Aberdeen. It was launched on Nov 25, 2009.
Performance
UPUPX vs. STK - Performance Comparison
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UPUPX vs. STK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | -3.50% | 20.83% | 30.23% | 8.10% | -45.66% | 57.76% | 108.70% | 7.48% | -49.71% | -14.17% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 7.23% | 24.85% | 17.74% | 46.60% | -30.36% | 48.63% | 25.39% | 52.73% | -14.91% | 33.52% |
Returns By Period
In the year-to-date period, UPUPX achieves a -3.50% return, which is significantly lower than STK's 7.23% return. Over the past 10 years, UPUPX has underperformed STK with an annualized return of 2.50%, while STK has yielded a comparatively higher 19.36% annualized return.
UPUPX
- 1D
- -2.69%
- 1M
- -8.52%
- YTD
- -3.50%
- 6M
- -0.88%
- 1Y
- 28.94%
- 3Y*
- 13.36%
- 5Y*
- 0.19%
- 10Y*
- 2.50%
STK
- 1D
- 2.79%
- 1M
- -3.99%
- YTD
- 7.23%
- 6M
- 13.94%
- 1Y
- 50.57%
- 3Y*
- 23.77%
- 5Y*
- 15.10%
- 10Y*
- 19.36%
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UPUPX vs. STK - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is higher than STK's 1.26% expense ratio.
Return for Risk
UPUPX vs. STK — Risk / Return Rank
UPUPX
STK
UPUPX vs. STK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and Columbia Seligman Premium Technology Growth Closed Fund (STK). 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 | STK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.97 | -0.93 |
Sortino ratioReturn per unit of downside risk | 1.51 | 2.70 | -1.19 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.38 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 3.73 | -2.14 |
Martin ratioReturn relative to average drawdown | 5.76 | 13.76 | -8.01 |
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 | STK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.97 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.61 | -0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | 0.75 | -0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.65 | -0.65 |
Correlation
The correlation between UPUPX and STK is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
UPUPX vs. STK - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.76%, more than STK's 6.96% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPUPX Upright Growth Fund | 8.76% | 8.45% | 0.00% | 2.12% | 1.33% | 3.85% | 0.00% | 0.00% | 0.00% | 3.53% | 21.87% | 5.39% |
STK Columbia Seligman Premium Technology Growth Closed Fund | 6.96% | 7.38% | 16.02% | 6.70% | 12.62% | 8.48% | 6.79% | 7.86% | 14.88% | 11.82% | 9.87% | 10.32% |
Drawdowns
UPUPX vs. STK - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, which is greater than STK's maximum drawdown of -41.74%. Use the drawdown chart below to compare losses from any high point for UPUPX and STK.
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Drawdown Indicators
| UPUPX | STK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -41.74% | -57.13% |
Max Drawdown (1Y)Largest decline over 1 year | -16.21% | -13.59% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -36.27% | -62.60% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | -41.74% | -57.13% |
Current DrawdownCurrent decline from peak | -98.29% | -4.93% | -93.36% |
Average DrawdownAverage peak-to-trough decline | -35.66% | -7.47% | -28.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 3.69% | +0.80% |
Volatility
UPUPX vs. STK - Volatility Comparison
The current volatility for Upright Growth Fund (UPUPX) is 8.43%, while Columbia Seligman Premium Technology Growth Closed Fund (STK) has a volatility of 10.03%. This indicates that UPUPX experiences smaller price fluctuations and is considered to be less risky than STK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPUPX | STK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 10.03% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 18.30% | 18.08% | +0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 25.75% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 24.85% | +3,140.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.55% | 25.92% | +2,212.63% |