Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPAAX (Upright Assets Allocation Plus Fund) | 35.40% | 74.11% | 33.35% | 10.83% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPAAX (Upright Assets Allocation Plus Fund) | 10/11/2017 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.68 | 74.11 | 33.35 | 10.83 | NA | NA | NA | … | … | 35.40 | 24.36 | 25.67 | 24.63 | -41.14 | 48.33 | 44.73 | 0.55 | -27.99 | 0.40 |
| Sharpe Ratio | NA | 2.87 | 0.98 | 0.29 | NA | NA | NA | … | … | 4.39 | 0.51 | 0.74 | 0.82 | -1.07 | 1.60 | 1.61 | -0.07 | -1.70 | 0.04 |
| Standard Deviation(%) | NA | 28.06 | 33.19 | 33.42 | NA | NA | NA | … | … | 27.78 | 41.92 | 29.82 | 25.96 | 39.84 | 30.25 | 27.48 | 13.66 | 17.33 | 21.74 |
| Draw Down(%) | NA | 15.86 | 41.87 | 46.56 | NA | NA | NA | … | … | 14.49 | 41.87 | 23.05 | 23.53 | 46.56 | 14.32 | 20.75 | 19.87 | 29.69 | 9.00 |
| Yield(%) | 0.00 | 0.08 | 0.34 | 0.35 | 0.30 | 0.20 | 0.15 | … | … | 0.00 | 0.08 | 0.00 | 1.00 | 1.00 | 0.00 | 0.68 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPAAX (Upright Assets Allocation Plus Fund) |
-5.29%
Apr 2021 – Apr 2024 |
-1.76%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPAAX (Upright Assets Allocation Plus Fund) |
36.22%
May 2023 – May 2026 |
18.99%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart