Nasdaq - Delayed Quote USD

Upright Growth & Income (UPDDX)

19.00
+0.08
+(0.42%)
At close: 8:02:18 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.62%
5y Average Return 20.70%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (May 21, 2025) 57.51%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 57.51%
Worst 3Y Total Return 2.94%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
UPDDX
Category
YTD
-14.72%
12.38%
1-Month
-2.99%
5.09%
3-Month
-18.45%
10.28%
1-Year
12.42%
41.70%
3-Year
10.80%
22.56%
5-Year
17.54%
21.98%
10-Year
0.00%
15.99%
Last Bull Market
31.34%
25.99%
Last Bear Market
-26.76%
-17.29%

Annual Total Return (%) History

Year
UPDDX
Category
2025
--
--
2024
47.53%
--
2023
32.49%
--
2022
-41.99%
--
2021
57.51%
--
2020
49.47%
35.86%
2019
-0.13%
31.90%
2018
-26.93%
-2.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.09% -- -- --
2024 22.25% 12.48% -2.32% 9.84%
2023 18.00% 4.41% -8.20% 17.15%
2022 -15.96% -26.76% -15.87% 12.01%
2021 32.74% 13.81% -14.98% 22.63%
2020 -9.76% 23.41% -1.20% 35.84%
2019 0.93% -0.40% -10.09% 10.49%
2018 -19.31% 5.92% -4.25% -10.71%

Rank in Category (By Total Return)

YTD 99
1-Month 100
3-Month 100
1-Year 45
3-Year 82
5-Year 7

Load Adjusted Returns

1-Year 12.42%
3-Year 10.80%
5-Year 17.54%
10-Year --

Performance & Risk

YTD Return -2.62%
5y Average Return 20.70%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.71
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Upright Investments Trust
Net Assets 2.83M
YTD Return -14.72%
Yield 0.00%
Morningstar Rating
Inception Date Oct 10, 2017

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.

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