Nasdaq - Delayed Quote • USD
Upright Growth & Income (UPDDX)
As of 8:05 AM EDT. Market Open.
Fund Summary
The fund's adviser seeks to achieve its investment objective using a combination (or hybrid) of three investment styles through value investing, equity income and balance investing by investing normally 50-80% of the fund's net assets in U.S. domiciled equity securities broadly diversified by company and industry; seeks above-average dividend-paying equity securities (normally at or above S&P 500's average dividend yield) or securities with expectations of increasing dividends.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 57.51% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 10.17% |
| 5y Average Return | 14.49% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.65 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| UPDDX | Category Average | UPDDX | Category Average | UPDDX | Category Average | |
| Alpha | -9.48 | -0.06 | -0.13 | -0.05 | -- | -0.03 |
| BETA | 1.65 | 0.01 | 1.38 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.76 | 0.01 | 1.73 | 0.01 | -- | 0.01 |
| R-squared | 75.02 | 0.88 | 62.04 | 0.87 | -- | 0.88 |
| Standard Deviation | 33.4 | 0.2 | 32.07 | 0.16 | -- | 0.15 |
| Sharpe Ratio | 0.19 | 0.01 | 0.58 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.44 | 0.11 | 10.76 | 0.11 | -- | 0.1 |
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