Upright Growth Income Fund Manager Performance Evaluation
| UPDDX Fund | USD 25.61 -0.56 -2.14% |
The fund maintains a Market Sensitivity (Beta) of 1.23, which means elevated sensitivity to broad market movements. With a beta above 1, Upright Growth typically delivers outsized gains in rising markets at the cost of steeper drawdowns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Upright Growth Income has delivered negative risk-adjusted returns across the last 90 days, suggesting that volatility was not compensated by return. Market capitalization should still be reviewed beside liquidity, leverage, and earnings quality. Despite somewhat strong fundamental indicators, Upright Growth is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
Upright |
Relative Risk vs. Return Landscape
If you had invested $ 2,604 in Upright Growth Income on December 23, 2025 and sold it today you would have lost $ 43.00 from holding Upright Growth Income or given up 1.65% of portfolio value over 90 days. Upright Growth Income is currently producing negative expected returns and carries 1.2657% volatility of returns over 90 trading days. Put another way, 11% 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 |
Historical Prices of Upright Growth Income
Below is the normalized historical share price chart for Upright Growth Income 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 Growth stands at 25.61, as last reported on the 23rd of March, with the highest price reaching 25.61 and the lowest price hitting 25.61 during the day.Macro event markers
Target Price Odds to finish over Current Price
The concept of mean reversion, where Upright Mutual Fund price gravitates toward equilibrium, is fundamental to market analysis. This pattern is a cornerstone of many forecasting models, though periods of persistent mispricing occur. Investors demand compensation for the additional risk inherent in funds that remain mispriced longer. The concept of price convergence is essential context for any investor forecasting Upright Mutual Fund price direction.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 25.61 | 90 days | 25.61 | more than 93.0 |
Statistical modeling indicates that the probability of Upright Growth moving above the current price in 90 days from now is more than 93.0 . The model uses historical price data to estimate the range of likely outcomes for this fund. The estimate assumes relatively stable market conditions and may not account for tail risk events. The statistical approach provides context that complements fundamental and technical analysis. (This fund probability density function maps the likelihood of Upright Mutual Fund reaching different price levels over 90 days). Taller, narrower curves suggest lower volatility and more concentrated price expectations for Upright Mutual Fund. Review this distribution alongside Upright Mutual Fund's implied volatility for additional context. Review this distribution before making position sizing or risk management decisions around Upright Mutual Fund.
Upright Growth Price Density |
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Predictive Modules for Upright Growth
Accurately predicting the fund market is one of the most challenging tasks for investors analyzing Upright Growth Income. No single approach dominates, but the practice of forecasting remains an essential element of the investment process. Investors benefit from applying a variety of techniques rather than relying on a single model for Upright Growth Income. The practice of comparing forecasts for Upright Growth Income builds analytical resilience regardless of which model proves most accurate.Experienced investors tracking Upright Growth's watch for mean reversion setups where price has deviated from its long-run average. Sentiment extremes, news events, or liquidity shocks are common catalysts for these temporary dislocations in Upright Growth. Prices periodically overshoot their intrinsic value in both directions, creating mean reversion opportunities in Upright Growth. The mean reversion signal is most useful when combined with fundamental confirmation for Upright Growth's.
Primary Risk Indicators
Volatility has been a defining feature of the mutual fund market in recent decades, and Upright Growth has reflected that pattern. Sudden corrections and sharp rallies have tested many portfolios that include Upright Growth. A risk management approach built around Upright Growth's volatility metrics can help investors manage downside exposure. Tracking Upright Growth's risk indicators over time reveals how the risk profile evolves across market cycles.α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 1.23 | |
σ | Overall volatility | 0.73 | |
Ir | Information ratio | 0.09 |
Investor Alerts and Insights
For investors following Upright Growth, automated alerts provide early signals of meaningful shifts in fund dynamics. Upright Growth Income notifications highlight material changes that could affect portfolio decisions and overall risk exposure. Investors can customize Upright Growth alert parameters to match their risk tolerance and investment horizon. Pairing alerts with independent analysis strengthens conviction in Upright Growth investment decisions.| Upright Growth generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Out of funds, Maines public defense agency can no longer pay contracted lawyers - Maine Morning Star | |
| The fund keeps about 21.41% of its net assets in cash |
Upright Growth Fundamentals Growth
The pricing of Upright Mutual Fund is heavily influenced by Upright Growth's fundamental performance over time. Investors monitor revenue growth, profit margins, cash flow generation, and debt management as key indicators. The performance of Upright Mutual Fund is closely linked to Upright Growth's underlying financial metrics and growth rates. Profitability trends, cash flow generation, and capital structure remain the key fundamentals for Upright Mutual Fund.
| Total Asset | 2.38 M | |||
Performance Metrics & Calculation Methodology
Upright Growth performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.
For Upright Growth Income, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.