Upright Growth Fund Price on November 22, 2024
UPUPX Fund | USD 9.60 0.18 1.91% |
Below is the normalized historical share price chart for Upright Growth Fund extending back to February 12, 2002. 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 Growth stands at 9.60, as last reported on the 30th of November, with the highest price reaching 9.60 and the lowest price hitting 9.60 during the day.
If you're considering investing in Upright Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Upright Mutual Fund to be not too volatile. Upright Growth owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0739, which indicates the fund had a 0.0739% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Upright Growth Fund, which you can use to evaluate the volatility of the fund. Please validate Upright Growth's Risk Adjusted Performance of 0.0264, semi deviation of 1.26, and Coefficient Of Variation of 3360.61 to confirm if the risk estimate we provide is consistent with the expected return of 0.0809%.
Upright Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Upright |
Sharpe Ratio = 0.0739
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Estimated Market Risk
1.1 actual daily | 9 91% of assets are more volatile |
Expected Return
0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average Upright Growth is performing at about 5% 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 Growth by adding it to a well-diversified portfolio.
Upright Growth Valuation on November 22, 2024
It is possible to determine the worth of Upright Growth on a given historical date. On November 22, 2024 Upright was worth 9.47 at the beginning of the trading date compared to the closed value of 9.47. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Upright Growth mutual fund. Still, in general, we apply an absolute valuation method to find Upright Growth's 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 Growth where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Upright Growth's related companies.
Open | High | Low | Close | Volume | |
9.42 | 9.42 | 9.42 | 9.42 | 1.00 | |
11/22/2024 | 9.47 | 9.47 | 9.47 | 9.47 | 1.00 |
9.54 | 9.54 | 9.54 | 9.54 | 1.00 |
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Upright Growth Trading Date Momentum on November 22, 2024
On November 25 2024 Upright Growth Fund was traded for 9.54 at the closing time. The highest daily price throughout the period was 9.54 and the lowest price was 9.54 . There was no trading activity during the period 1.0. Lack of trading volume on 11/25/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.74% . The trading price change to current closing price is 1.37% . |
Upright Growth Fundamentals Correlations and Trends
By evaluating Upright Growth's 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 Growth's 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 Growth Mutual Fund history
Upright Growth 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 Growth 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 Growth stock prices may prove useful in developing a viable investing in Upright Growth
The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. It invests up to 25 percent of its assets in securities principally traded in foreign markets. The fund also invests in the securities of companies that the adviser believes have the potential for significant long-term growth and are reasonably priced or undervalued.
Upright Growth Mutual Fund Technical Analysis
Upright Growth 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 Growth Period Price Range
Low | November 30, 2024
| High |
0.00 | 0.00 |
Upright Growth Fund 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 Growth November 30, 2024 Market Strength
Market strength indicators help investors to evaluate how Upright Growth 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 Growth shares will generate the highest return on investment. By undertsting and applying Upright Growth mutual fund market strength indicators, traders can identify Upright Growth Fund entry and exit signals to maximize returns
Upright Growth Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Upright Growth's 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 | 0.0264 | |||
Jensen Alpha | (0.08) | |||
Total Risk Alpha | (0.18) | |||
Sortino Ratio | (0.07) | |||
Treynor Ratio | 0.0313 |
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Volume Indicators |
Other Information on Investing in Upright Mutual Fund
Upright Growth 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 Growth security.
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