Upright Growth & Income Fund
UPDDX
NASDAQ
| Weiss Ratings | UPDDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | UPDDX-NASDAQ | Click to Compare |
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| Provider | Upright Investments Trust | |||
| Manager/Tenure (Years) | David Y.S. Chiueh (8) | |||
| Website | -- | |||
| Fund Information | UPDDX-NASDAQ | Click to Compare |
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| Fund Name | Upright Growth & Income Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Oct 10, 2017 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | UPDDX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | UPDDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.13% | |||
| Asset Allocation | UPDDX-NASDAQ | Click to Compare |
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| Cash | 15.62% | |||
| Stock | 83.84% | |||
| U.S. Stock | 53.28% | |||
| Non-U.S. Stock | 30.56% | |||
| Bond | 0.45% | |||
| U.S. Bond | 0.45% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.08% | |||
| Price History | UPDDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.29% | |||
| 30-Day Total Return | -3.10% | |||
| 60-Day Total Return | -4.21% | |||
| 90-Day Total Return | -1.40% | |||
| Year to Date Total Return | 0.62% | |||
| 1-Year Total Return | 65.15% | |||
| 2-Year Total Return | 62.56% | |||
| 3-Year Total Return | 120.82% | |||
| 5-Year Total Return | 76.84% | |||
| Price | UPDDX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | UPDDX-NASDAQ | Click to Compare |
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| Nav | $25.88 | |||
| 1-Month Low NAV | $24.64 | |||
| 1-Month High NAV | $27.09 | |||
| 52-Week Low NAV | $13.87 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $27.85 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | UPDDX-NASDAQ | Click to Compare |
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| Beta | 1.70 | |||
| Standard Deviation | 24.96 | |||
| Balance Sheet | UPDDX-NASDAQ | Click to Compare |
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| Total Assets | 4.56M | |||
| Operating Ratios | UPDDX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.53% | |||
| Turnover Ratio | 0.11% | |||
| Performance | UPDDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 31.34% | |||
| Last Bear Market Total Return | -26.75% | |||