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Nasdaq - Delayed Quote USD

Upright Assets Allocation Plus (UPAAX)

12.20
-0.53
(-4.16%)
At close: March 28 at 8:02:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -12.86%
5y Average Return 14.19%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Mar 28, 2025) 48.33%
Worst 1Y Total Return (Mar 28, 2025) --
Best 3Y Total Return 48.33%
Worst 3Y Total Return -2.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UPAAX
Category
YTD
3.36%
9.69%
1-Month
-5.05%
0.97%
3-Month
2.12%
5.21%
1-Year
19.69%
27.45%
3-Year
4.22%
8.85%
5-Year
15.12%
8.56%
10-Year
0.00%
5.61%
Last Bull Market
23.86%
10.63%
Last Bear Market
-23.22%
-12.05%

Annual Total Return (%) History

Year
UPAAX
Category
2024
25.67%
--
2023
24.63%
--
2022
-41.11%
--
2021
48.33%
--
2020
44.72%
9.83%
2019
0.55%
14.61%
2018
-27.99%
-7.70%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.18% 6.60% -2.43% 5.82%
2023 13.10% 4.02% -10.57% 18.45%
2022 -15.13% -23.22% -15.91% 7.47%
2021 27.89% 11.05% -13.38% 20.57%
2020 -9.77% 20.88% -1.26% 34.37%
2019 0.69% -0.96% -9.43% 11.33%
2018 -20.12% 5.11% -5.93% -8.83%

Rank in Category (By Total Return)

YTD 18
1-Month 98
3-Month 8
1-Year 3
3-Year 48
5-Year 3

Load Adjusted Returns

1-Year 19.69%
3-Year 4.22%
5-Year 15.12%
10-Year --

Performance & Risk

YTD Return -12.86%
5y Average Return 14.19%
Rank in Category (ytd) 18
% Rank in Category (ytd) --
Beta (5Y Monthly) 2.30
Morningstar Risk Rating

Fund Overview

Category Tactical Allocation
Fund Family Upright Investments Trust
Net Assets 2.56M
YTD Return 3.36%
Yield 0.00%
Morningstar Rating
Inception Date Oct 10, 2017

Fund Summary

The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. These global assets fall under five general categories which are: Equity Securities, Fixed Income Securities (corporate bonds and notes of domestic and foreign issuers of any maturity and credit quality), Real Estate Investment Trusts (both registered and privately offered), Commodity-related derivatives, and cash and cash equivalents such as money market funds.

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