Upright Assets Allocation Fund Market Value
| UPAAX Fund | USD 18.52 0.04 0.22% |
| Symbol | Upright |
Upright Assets 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Upright Assets' mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Upright Assets.
| 12/09/2025 |
| 01/08/2026 |
If you would invest 0.00 in Upright Assets on December 9, 2025 and sell it all today you would earn a total of 0.00 from holding Upright Assets Allocation or generate 0.0% return on investment in Upright Assets over 30 days. Upright Assets is related to or competes with Lord Abbett, Calamos Dynamic, Gabelli Convertible, Columbia Convertible, and Virtus Convertible. The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countri... More
Upright Assets Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Upright Assets' mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Upright Assets Allocation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.65 | |||
| Information Ratio | 0.0221 | |||
| Maximum Drawdown | 9.74 | |||
| Value At Risk | (4.09) | |||
| Potential Upside | 2.6 |
Upright Assets Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upright Assets' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Upright Assets' standard deviation. In reality, there are many statistical measures that can use Upright Assets historical prices to predict the future Upright Assets' volatility.| Risk Adjusted Performance | 0.0479 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | 0.0182 | |||
| Treynor Ratio | 0.0506 |
Upright Assets Allocation Backtested Returns
Upright Assets appears to be not too volatile, given 3 months investment horizon. Upright Assets Allocation owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11 % 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' Coefficient Of Variation of 1794.41, semi deviation of 2.39, and Risk Adjusted Performance of 0.0479 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 2.21, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Upright Assets will likely underperform.
Auto-correlation | -0.45 |
Modest reverse predictability
Upright Assets Allocation has modest reverse predictability. Overlapping area represents the amount of predictability between Upright Assets time series from 9th of December 2025 to 24th of December 2025 and 24th of December 2025 to 8th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Upright Assets Allocation price movement. The serial correlation of -0.45 indicates that just about 45.0% of current Upright Assets price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.45 | |
| Spearman Rank Test | -0.72 | |
| Residual Average | 0.0 | |
| Price Variance | 0.15 |
Upright Assets Allocation lagged returns against current returns
Autocorrelation, which is Upright Assets mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Upright Assets' mutual fund expected returns. We can calculate the autocorrelation of Upright Assets returns to help us make a trade decision. For example, suppose you find that Upright Assets has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
Current and Lagged Values |
| Timeline |
Upright Assets regressed lagged prices vs. current prices
Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Upright Assets mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Upright Assets mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Upright Assets mutual fund over time.
Current vs Lagged Prices |
| Timeline |
Upright Assets Lagged Returns
When evaluating Upright Assets' market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Upright Assets mutual fund have on its future price. Upright Assets autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Upright Assets autocorrelation shows the relationship between Upright Assets mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Upright Assets Allocation.
Regressed Prices |
| Timeline |
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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.
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