Upright Growth Income Fund Market Value
| UPDDX Fund | USD 27.21 0.61 2.19% |
| Symbol | Upright |
Upright Growth '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 Growth's 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 Growth.
| 11/15/2025 |
| 02/13/2026 |
If you would invest 0.00 in Upright Growth on November 15, 2025 and sell it all today you would earn a total of 0.00 from holding Upright Growth Income or generate 0.0% return on investment in Upright Growth over 90 days. Upright Growth is related to or competes with California High-yield, Tiaa Cref, Siit High, American Century, T Rowe, Pace High, and Lord Abbett. The funds adviser seeks to achieve its investment objective using a combination of three investment styles through value... More
Upright Growth 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 Growth's 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 Growth Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.76 | |||
| Information Ratio | 0.0475 | |||
| Maximum Drawdown | 6.39 | |||
| Value At Risk | (3.02) | |||
| Potential Upside | 2.27 |
Upright Growth Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upright Growth's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Upright Growth's standard deviation. In reality, there are many statistical measures that can use Upright Growth historical prices to predict the future Upright Growth's volatility.| Risk Adjusted Performance | 0.0866 | |||
| Jensen Alpha | 0.0543 | |||
| Total Risk Alpha | 0.0108 | |||
| Sortino Ratio | 0.0409 | |||
| Treynor Ratio | 0.1143 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Upright Growth's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Upright Growth February 13, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0866 | |||
| Market Risk Adjusted Performance | 0.1243 | |||
| Mean Deviation | 1.12 | |||
| Semi Deviation | 1.52 | |||
| Downside Deviation | 1.76 | |||
| Coefficient Of Variation | 991.27 | |||
| Standard Deviation | 1.51 | |||
| Variance | 2.29 | |||
| Information Ratio | 0.0475 | |||
| Jensen Alpha | 0.0543 | |||
| Total Risk Alpha | 0.0108 | |||
| Sortino Ratio | 0.0409 | |||
| Treynor Ratio | 0.1143 | |||
| Maximum Drawdown | 6.39 | |||
| Value At Risk | (3.02) | |||
| Potential Upside | 2.27 | |||
| Downside Variance | 3.08 | |||
| Semi Variance | 2.31 | |||
| Expected Short fall | (1.12) | |||
| Skewness | (0.44) | |||
| Kurtosis | 0.7021 |
Upright Growth Income Backtested Returns
Upright Growth appears to be very steady, given 3 months investment horizon. Upright Growth Income owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Upright Growth Income, which you can use to evaluate the volatility of the fund. Please review Upright Growth's Coefficient Of Variation of 991.27, semi deviation of 1.52, and Risk Adjusted Performance of 0.0866 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 1.25, 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 Growth will likely underperform.
Auto-correlation | 0.48 |
Average predictability
Upright Growth Income has average predictability. Overlapping area represents the amount of predictability between Upright Growth time series from 15th of November 2025 to 30th of December 2025 and 30th of December 2025 to 13th of February 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 Growth Income price movement. The serial correlation of 0.48 indicates that about 48.0% of current Upright Growth price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.48 | |
| Spearman Rank Test | 0.37 | |
| Residual Average | 0.0 | |
| Price Variance | 0.24 |
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.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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