Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPDDX (Upright Growth & Income Fund) | 34.41% | 74.77% | 43.58% | 17.61% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPDDX (Upright Growth & Income Fund) | 10/11/2017 | 06/04/2026 |
| 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 (%) | 3.47 | 74.77 | 43.58 | 17.61 | NA | NA | NA | … | … | 34.41 | 34.95 | 47.53 | 32.49 | -42.03 | 57.51 | 49.47 | -0.13 | -26.93 | 4.60 |
| Sharpe Ratio | NA | 2.91 | 1.29 | 0.46 | NA | NA | NA | … | … | 3.75 | 0.84 | 1.53 | 1.25 | -1.09 | 1.72 | 1.61 | -0.11 | -1.84 | 1.59 |
| Standard Deviation(%) | NA | 23.82 | 30.48 | 31.96 | NA | NA | NA | … | … | 22.86 | 39.05 | 28.63 | 23.32 | 39.85 | 33.34 | 30.43 | 15.15 | 15.41 | 13.87 |
| Draw Down(%) | NA | 13.36 | 37.49 | 49.01 | NA | NA | NA | … | … | 11.53 | 37.49 | 20.15 | 20.03 | 49.01 | 16.52 | 23.95 | 22.39 | 30.63 | 3.50 |
| Yield(%) | 0.00 | 0.00 | 0.23 | 0.40 | 0.46 | 0.31 | 0.23 | … | … | 0.00 | 0.00 | 0.00 | 0.80 | 1.41 | 0.00 | 0.00 | 0.00 | 1.43 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| UPDDX (Upright Growth & Income Fund) |
-0.07%
Apr 2021 – Apr 2024 |
-0.08%
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 |
|---|---|---|---|---|
| UPDDX (Upright Growth & Income Fund) |
43.11%
May 2023 – May 2026 |
27.15%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart