Upright Assets Allocation Fund Price on October 14, 2024
| UPAAX Fund | USD 13.96 0.14 0.99% |
Below is the normalized historical share price chart for Upright Assets Allocation extending back to October 10, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Upright Assets stands at 13.96, as last reported on the 29th of November, with the highest price reaching 13.96 and the lowest price hitting 13.96 during the day.
If you're considering investing in Upright Mutual Fund, it is important to understand the factors that can impact its price. Upright Assets appears to be relatively risky, given 3 months investment horizon. Upright Assets Allocation owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.14, which indicates the fund had a 0.14% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Upright Assets Allocation, which you can use to evaluate the volatility of the fund. Please review Upright Assets' Risk Adjusted Performance of 0.0644, coefficient of variation of 1304.34, and Semi Deviation of 1.72 to confirm if our risk estimates are consistent with your expectations.
Upright Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Upright |
Sharpe Ratio = 0.1369
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | UPAAX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.59 actual daily | 14 86% of assets are more volatile |
Expected Return
| 0.22 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Upright Assets is performing at about 10% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upright Assets by adding it to a well-diversified portfolio.
Upright Assets Valuation on October 14, 2024
It is possible to determine the worth of Upright Assets on a given historical date. On October 14, 2024 Upright was worth 13.86 at the beginning of the trading date compared to the closed value of 13.86. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Upright Assets mutual fund. Still, in general, we apply an absolute valuation method to find Upright Assets' value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Upright Assets where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Upright Assets' related companies.
| Open | High | Low | Close | Volume | |
| 13.72 | 13.72 | 13.72 | 13.72 | 1.00 | |
10/14/2024 | 13.86 | 13.86 | 13.86 | 13.86 | 1.00 |
| 13.56 | 13.56 | 13.56 | 13.56 | 1.00 |
| Backtest Upright Assets | | | Upright Assets History | | | Upright Assets Valuation | Previous | Next |
Upright Assets Trading Date Momentum on October 14, 2024
| On October 15 2024 Upright Assets Allocation was traded for 13.56 at the closing time. The highest daily price throughout the period was 13.56 and the lowest price was 13.56 . There was no trading activity during the period 1.0. Lack of trading volume on 10/15/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 2.16% . The trading price change to current closing price is 2.67% . |
Upright Assets Allocation Fundamentals Correlations and Trends
By evaluating Upright Assets' financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Upright Assets' main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Upright financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Upright Assets Mutual Fund history
Upright Assets investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Upright is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Upright Assets Allocation will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Upright Assets stock prices may prove useful in developing a viable investing in Upright Assets
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 , Real Estate Investment Trusts , Commodity-related derivatives, and cash and cash equivalents such as money market funds.
Upright Assets Mutual Fund Technical Analysis
Upright Assets technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Upright Assets Period Price Range
Low | November 29, 2024
| High |
0.00 | 0.00 |
Upright Assets Allocation cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Upright Assets November 29, 2024 Market Strength
Market strength indicators help investors to evaluate how Upright Assets mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Upright Assets shares will generate the highest return on investment. By undertsting and applying Upright Assets mutual fund market strength indicators, traders can identify Upright Assets Allocation entry and exit signals to maximize returns
Upright Assets Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Upright Assets' price direction in advance. Along with the technical and fundamental analysis of Upright Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Upright to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0644 | |||
| Jensen Alpha | (0.09) | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | 0.0045 | |||
| Treynor Ratio | 0.068 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Upright Mutual Fund
Upright Assets financial ratios help investors to determine whether Upright Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Upright with respect to the benefits of owning Upright Assets security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| FinTech Suite Use AI to screen and filter profitable investment opportunities |