Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPUPX (UPRIGHT GROWTH FUND UPRIGHT GROWTH FUND) | 61.37% | 96.61% | 37.25% | 11.48% | 8.13% | 10.15% | 5.90% | … | … |
Data as of 06/04/2026, Common starting date is 02/26/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPUPX (UPRIGHT GROWTH FUND UPRIGHT GROWTH FUND) | 02/26/2002 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.66 | 96.61 | 37.25 | 11.48 | 8.13 | 10.15 | 5.90 | … | … | 61.37 | 20.82 | 30.23 | 14.97 | -46.29 | 51.46 | 108.70 | 7.48 | -49.71 | -14.17 | 3.47 | 3.74 | 13.53 | 35.11 | 9.28 | 12.38 | 10.62 | 52.58 | -58.56 | -0.58 | -1.80 | 3.64 | 9.25 | 50.97 | -33.83 |
| Sharpe Ratio | NA | 3.17 | 1.18 | 0.25 | 0.17 | NA | NA | … | … | 5.43 | 0.54 | 1.18 | 0.54 | -1.17 | 1.08 | 2.49 | 0.22 | -1.57 | -0.38 | 0.10 | 0.19 | 0.87 | 2.20 | 0.44 | 0.41 | 0.48 | 1.24 | -1.26 | -0.20 | -0.33 | 0.10 | 0.57 | 2.59 | -1.18 |
| Standard Deviation(%) | NA | 26.50 | 26.94 | 31.15 | 35.27 | NA | NA | … | … | 31.04 | 33.10 | 22.50 | 21.14 | 40.75 | 47.41 | 43.25 | 26.75 | 32.62 | 39.08 | 32.53 | 19.34 | 15.57 | 15.96 | 21.37 | 30.10 | 21.82 | 42.44 | 47.01 | 18.34 | 16.10 | 14.35 | 14.48 | 19.40 | 33.56 |
| Draw Down(%) | NA | 11.97 | 33.68 | 51.22 | 75.55 | NA | NA | … | … | 11.32 | 33.68 | 17.17 | 20.58 | 49.24 | 29.45 | 37.48 | 32.25 | 55.68 | 43.49 | 19.48 | 23.23 | 11.59 | 8.34 | 20.02 | 26.70 | 19.17 | 38.19 | 68.87 | 14.89 | 17.23 | 15.94 | 15.41 | 14.62 | 48.71 |
| Yield(%) | 0.00 | 9.49 | 4.78 | 2.60 | 3.25 | 5.26 | 2.91 | … | … | 0.00 | 9.64 | 0.00 | 9.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.89 | 18.58 | 5.25 | 10.54 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/26/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPUPX (UPRIGHT GROWTH FUND UPRIGHT GROWTH FUND) |
-33.37%
Feb 2006 – Feb 2009 |
-19.86%
Feb 2004 – Feb 2009 |
-1.71%
Mar 2010 – Mar 2020 |
-3.52%
Aug 2004 – Aug 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPUPX (UPRIGHT GROWTH FUND UPRIGHT GROWTH FUND) |
50.33%
Dec 2018 – Dec 2021 |
31.58%
Feb 2009 – Feb 2014 |
10.88%
Jun 2011 – Jun 2021 |
9.79%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart