Upright Growth Income Fund Manager Performance Evaluation
| UPDDX Fund | USD 27.31 0.07 0.26% |
The entity has a beta of 1.41, 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.
Risk-Adjusted Performance
Soft
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Upright Growth Income are ranked lower than 3 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Upright Growth is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreUpright |
Upright Growth Relative Risk vs. Return Landscape
If you would invest 2,629 in Upright Growth Income on November 1, 2025 and sell it today you would earn a total of 102.00 from holding Upright Growth Income or generate 3.88% return on investment over 90 days. Upright Growth Income is currently producing 0.0764% returns and takes up 1.6128% volatility of returns over 90 trading days. Put another way, 14% of traded mutual funds are less volatile than Upright, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Upright Growth Current Valuation
Fairly Valued
Today
Please note that Upright Growth's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Upright Growth Income has a current Real Value of $26.77 per share. The regular price of the fund is $27.31. We determine the value of Upright Growth Income from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Upright Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Upright Mutual Fund. However, Upright Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 27.31 | Real 26.77 | Hype 27.31 | Naive 27.18 |
The intrinsic value of Upright Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Upright Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Upright Growth Income helps investors to forecast how Upright mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Upright Growth more accurately as focusing exclusively on Upright Growth's fundamentals will not take into account other important factors: Upright Growth Target Price Odds to finish over Current Price
The tendency of Upright Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 27.31 | 90 days | 27.31 | about 7.64 |
Based on a normal probability distribution, the odds of Upright Growth to move above the current price in 90 days from now is about 7.64 (This Upright Growth Income probability density function shows the probability of Upright Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.41 . This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Upright Growth will likely underperform. Additionally Upright Growth Income has an alpha of 0.0369, implying that it can generate a 0.0369 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Upright Growth Price Density |
| Price |
Predictive Modules for Upright Growth
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Upright Growth Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Upright Growth is not an exception. The market had few large corrections towards the Upright Growth's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Upright Growth Income, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Upright Growth within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 1.41 | |
σ | Overall volatility | 1.14 | |
Ir | Information ratio | 0.04 |
Upright Growth Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Upright Growth for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Upright Growth Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: CCD More Interesting After Premium Moderates - Seeking Alpha | |
| The fund keeps about 21.41% of its net assets in cash |
Upright Growth Fundamentals Growth
Upright Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Upright Growth, and Upright Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upright Mutual Fund performance.
| Total Asset | 2.38 M | |||
About Upright Growth Performance
Evaluating Upright Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Upright Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Upright Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The funds adviser seeks to achieve its investment objective using a combination of three investment styles through value investing, equity income and balance investing by investing normally 50-80 percent of the funds net assets in U.S. domiciled equity securities broadly diversified by company and industry seeks above-average dividend-paying equity securities or securities with expectations of increasing dividends.Things to note about Upright Growth Income performance evaluation
Checking the ongoing alerts about Upright Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Upright Growth Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: CCD More Interesting After Premium Moderates - Seeking Alpha | |
| The fund keeps about 21.41% of its net assets in cash |
- Analyzing Upright Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upright Growth's stock is overvalued or undervalued compared to its peers.
- Examining Upright Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Upright Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upright Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Upright Growth's mutual fund. These opinions can provide insight into Upright Growth's potential for growth and whether the stock is currently undervalued or overvalued.
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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