Upright Assets Allocation Fund Manager Performance Evaluation
| UPAAX Fund | USD 17.92 0.05 0.28% |
The fund has a beta of 1.46, which means a somewhat significant risk relative to the market. As the market goes up, the fund is expected to outperform it. However, if the market returns are negative, Upright Assets will likely underperform.
Risk-Adjusted Performance
Contained
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Upright Assets Allocation rank lower than 5% of all funds and fund portfolios over the last 90 days. The main point is that return should be judged together with the volatility required to produce it. Despite somewhat weak basic indicators, Upright Assets may actually be approaching a critical reversion point that can send shares even higher in April 2026. Learn More
Upright |
Relative Risk vs. Return Landscape
If you had invested $ 1,692 in Upright Assets Allocation on December 18, 2025 and sold it today you would have earned a total of $ 100.00 from holding Upright Assets Allocation or generated 5.91% return on investment over 90 days. Upright Assets Allocation is currently producing a 0.1072% return and carries 1.5216% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Upright, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Upright Assets Allocation
Below is the normalized historical share price chart for Upright Assets Allocation extending back to October 10, 2017. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Upright Assets stands at 17.92, as last reported on the 18th of March 2026, with the highest price reaching 17.92 and the lowest price hitting 17.92 during the day.Macro event markers
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 organized markets for forecasting. However, many studies suggest that some traded funds are consistently mispriced before demand and supply correct the spread. One possible explanation is that these funds carry additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 17.92 | 90 days | 17.92 | about 67.47 |
Based on a normal probability distribution, the odds of Upright Assets moving above the current price in 90 days from now are about 67.47 (This Upright Assets Allocation probability density function shows the probability of Upright Mutual Fund falling within a particular range of prices over 90 days).
Upright Assets Price Density |
| Price |
Predictive Modules for Upright Assets
There are currently many different techniques concerning forecasting the fund market as a whole, as well as predicting future values of individual instruments such as Upright Assets Allocation. Regardless of method or technology, however, to accurately forecast the fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the 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 Assets' price to converge to an average value over time is called mean reversion.
Primary Risk Indicators
The last 10-20 years have been a volatile period for the mutual fund market. Upright Assets is no exception. The market experienced several large corrections towards Upright Assets' value, including sharp drops and substantial rallies. An investor can limit portfolio swings by implementing a hedging strategy designed to reduce downside losses. If you hold Upright Assets Allocation, one way to protect your portfolio is to watch for changing volatility and market elasticity of Upright Assets within the framework of fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 1.46 | |
σ | Overall volatility | 0.53 | |
Ir | Information ratio | 0.01 |
Investor Alerts and Insights
Automated alerts tied to Upright Assets help investors stay ahead of material changes in fund conditions. Monitoring ongoing notifications for Upright Assets Allocation is a practical way to spot shifts in technical or fundamental signals that may affect investment timing.| Latest headline from news.google.com: THQ - Tekla Funds Urge Shareholders to Vote Immediately to Guarantee Reduced Fund Expenses - mx.advfn.com | |
| The fund keeps about 19.65% of its net assets in cash |
Upright Assets Fundamentals Growth
Upright Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Upright Assets, and Upright Assets 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 | 2.29 M | |||
Performance Metrics & Calculation Methodology
Upright Assets performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Risk-adjusted measures provide context for return efficiency across regimes.
Unless otherwise specified, data for Upright Assets Allocation is compiled from fund disclosures and market reference feeds and standardized for comparability. Updates may occur throughout the day. Return and risk statistics are calculated from historical price series.