UPUPX vs. UPAAX
Compare and contrast key facts about Upright Growth Fund (UPUPX) and Upright Assets Allocation Plus Fund (UPAAX).
UPUPX is managed by Upright Investments Trust. It was launched on Jan 20, 1999. UPAAX is managed by Upright Investments Trust. It was launched on Oct 9, 2017.
Performance
UPUPX vs. UPAAX - Performance Comparison
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UPUPX vs. UPAAX - 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% | -8.19% |
UPAAX Upright Assets Allocation Plus Fund | -6.72% | 24.36% | 25.67% | 24.63% | -41.14% | 48.33% | 44.73% | -4.47% | 0.00% | 0.00% |
Returns By Period
In the year-to-date period, UPUPX achieves a -3.50% return, which is significantly higher than UPAAX's -6.72% 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%
UPAAX
- 1D
- -1.76%
- 1M
- -11.89%
- YTD
- -6.72%
- 6M
- -5.19%
- 1Y
- 33.01%
- 3Y*
- 17.12%
- 5Y*
- 4.40%
- 10Y*
- —
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UPUPX vs. UPAAX - Expense Ratio Comparison
UPUPX has a 2.09% expense ratio, which is lower than UPAAX's 2.49% expense ratio.
Return for Risk
UPUPX vs. UPAAX — Risk / Return Rank
UPUPX
UPAAX
UPUPX vs. UPAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Upright Growth Fund (UPUPX) and Upright Assets Allocation Plus Fund (UPAAX). 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 | UPAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.87 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.35 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.10 | +0.49 |
Martin ratioReturn relative to average drawdown | 5.76 | 4.58 | +1.18 |
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 | UPAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.87 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.00 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.00 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.00 | 0.01 | 0.00 |
Correlation
The correlation between UPUPX and UPAAX is 0.82, 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. UPAAX - Dividend Comparison
UPUPX's dividend yield for the trailing twelve months is around 8.76%, more than UPAAX's 0.07% 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% |
UPAAX Upright Assets Allocation Plus Fund | 0.07% | 0.06% | 0.00% | 0.81% | 1.64% | 0.00% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UPUPX vs. UPAAX - Drawdown Comparison
The maximum UPUPX drawdown since its inception was -98.87%, roughly equal to the maximum UPAAX drawdown of -98.72%. Use the drawdown chart below to compare losses from any high point for UPUPX and UPAAX.
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Drawdown Indicators
| UPUPX | UPAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.87% | -98.72% | -0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -16.21% | -25.04% | +8.83% |
Max Drawdown (5Y)Largest decline over 5 years | -98.87% | -98.72% | -0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -98.87% | — | — |
Current DrawdownCurrent decline from peak | -98.29% | -97.79% | -0.50% |
Average DrawdownAverage peak-to-trough decline | -35.66% | -25.08% | -10.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.49% | 6.03% | -1.54% |
Volatility
UPUPX vs. UPAAX - Volatility Comparison
Upright Growth Fund (UPUPX) and Upright Assets Allocation Plus Fund (UPAAX) have volatilities of 8.43% and 8.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPUPX | UPAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.43% | 8.37% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 18.30% | 22.00% | -3.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.65% | 38.27% | -10.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3,165.77% | 2,467.93% | +697.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2,238.55% | 1,897.08% | +341.47% |