Upright Growth Correlations

UPDDX Fund

USD 26.00 0.39 1.52%

Current 90-days correlation between Upright Growth Income and Nuveen Ohio Municipal is 0.04 (i.e., Very good diversification).Investors use its correlation structure to evaluate hedging opportunities and diversification potential.

Correlation to Market: Upright Growth

Poor diversification

Upright Growth currently posts a 0.63 correlation with Dow Jones, indicating a Poor diversification relationship for the active sample. The overlap area shows the portion of risk that can be diversified away by holding both instruments together.

World Market Map provides a view into diversified allocation design. Diversification analysis considers the interaction of positions within a portfolio. Portfolio tools allow users to monitor Upright Growth Income alongside other positions. Portfolio views show how individual holdings contribute to aggregate returns. Broader economic conditions can influence Upright Growth Income's mutual fund valuation — related indicators include signals in unemployment.

Moving together with Upright Mutual Fund

0.94	UPAAX	Upright Assets Allocation	Pair Corr
0.83	UPUPX	Upright Growth	Pair Corr
0.67	ARIDX	Amg River Road	Pair Corr
0.64	PCDIX	PIMCO California Short	Pair Corr
0.86	JMIEX	JPMorgan Emerging Markets	Pair Corr
0.7	PZRIX	PIMCO Rae Fundamental	Pair Corr
0.81	FSHNX	Fidelity Series High	Pair Corr
0.86	JFAMX	JPMorgan Emerging Markets	Pair Corr
0.83	RMVRX	RBC Emerging Markets	Pair Corr
0.85	TSLFX	Transamerica Small Cap	Pair Corr
0.84	HHHSX	Hartford Schroders	Pair Corr
0.77	SEMVX	Hartford Schroders	Pair Corr

Related Correlations Analysis

	ABNTX	MDMTX	VMLTX	RESAX	MSTDX	NXOHX
ABNTX		0.8	0.86	0.7	0.72	0.81	ABNTX
MDMTX	0.8		0.95	0.85	0.82	0.97	MDMTX
VMLTX	0.86	0.95		0.88	0.89	0.94	VMLTX
RESAX	0.7	0.85	0.88		0.88	0.88	RESAX
MSTDX	0.72	0.82	0.89	0.88		0.83	MSTDX
NXOHX	0.81	0.97	0.94	0.88	0.83		NXOHX
	ABNTX	MDMTX	VMLTX	RESAX	MSTDX	NXOHX

Risk-Adjusted Indicators

Upright Growth Mutual Fund can look attractive on recent price action while risk efficiency lags the peer group. Reviewing Upright Growth's risk-adjusted indicators gives a clearer view of whether returns are being earned efficiently. These indicators are quantitative in nature and help investors evaluate volatility and risk-adjusted expected returns across different positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
ABNTX	0.09	0.00	0.40	0.46	0.07	-0.13	0.19	-0.19	0.58
MDMTX	0.10	-0.01	0.19	0.84	0.17	-0.15	0.19	-0.29	0.96
VMLTX	0.05	0.00	0.36	-0.17	0.00	-0.13	0.09	-0.18	0.55
RESAX	0.18	0.00	0.20	-0.05	0.21	-0.24	0.45	-0.45	1.26
MSTDX	0.06	-0.01	0.48	1.01	0.00	-0.15	0.11	-0.11	0.54
NXOHX	0.10	0.00	0.00	0.00	0.00	0.00	0.19	-0.37	0.84

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Upright Growth Correlations

Correlation to Market: Upright Growth

Moving together with Upright Mutual Fund

Related Correlations Analysis

Risk-Adjusted Indicators

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