Upright Assets Allocation Fund Market Value
| UPAAX Fund | USD 18.05 0.28 1.58% |
| 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.
| 12/07/2025 |
| 01/06/2026 |
If you would invest 0.00 in Upright Assets on December 7, 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 Artisan High, Doubleline Total, T Rowe, Flexible Bond, Siit High, Barings High, and T Rowe. 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) | |||
| Maximum Drawdown | 9.74 | |||
| Value At Risk | (4.09) | |||
| Potential Upside | 2.53 |
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 | 0.0331 | |||
| Jensen Alpha | 0.051 | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.2828 |
Upright Assets Allocation Backtested Returns
At this stage we consider Upright Mutual Fund to be not too volatile. Upright Assets Allocation owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0118, which indicates the fund had a 0.0118 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Upright Assets Allocation, which you can use to evaluate the volatility of the fund. Please validate Upright Assets' Coefficient Of Variation of 2737.98, risk adjusted performance of 0.0331, and Semi Deviation of 2.4 to confirm if the risk estimate we provide is consistent with the expected return of 0.0258%. The entity has a beta of 0.24, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Upright Assets' returns are expected to increase less than the market. However, during the bear market, the loss of holding Upright Assets is expected to be smaller as well.
Auto-correlation | -0.14 |
Insignificant reverse predictability
Upright Assets Allocation has insignificant reverse predictability. Overlapping area represents the amount of predictability between Upright Assets time series from 7th of December 2025 to 22nd of December 2025 and 22nd of December 2025 to 6th 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 -0.14 indicates that less than 14.0% of current Upright Assets price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.14 | |
| Spearman Rank Test | -0.13 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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 |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| JBL | Jabil Circuit | |
| MRK | Merck Company | |
| AMGN | Amgen Inc |
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.
| Stocks Directory Find actively traded stocks across global markets | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |