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) | 0.87% | |||
| Asset Allocation | UPDDX-NASDAQ | Click to Compare |
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| Cash | 32.68% | |||
| Stock | 66.99% | |||
| U.S. Stock | 39.34% | |||
| Non-U.S. Stock | 27.65% | |||
| Bond | 0.33% | |||
| U.S. Bond | 0.33% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | UPDDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.90% | |||
| 30-Day Total Return | -0.56% | |||
| 60-Day Total Return | 3.71% | |||
| 90-Day Total Return | -2.39% | |||
| Year to Date Total Return | 23.60% | |||
| 1-Year Total Return | 30.50% | |||
| 2-Year Total Return | 82.49% | |||
| 3-Year Total Return | 177.85% | |||
| 5-Year Total Return | 121.04% | |||
| 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 | $31.79 | |||
| 1-Month Low NAV | $31.18 | |||
| 1-Month High NAV | $32.38 | |||
| 52-Week Low NAV | $22.96 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $34.64 | |||
| 52-Week High Price (Date) | Jun 02, 2026 | |||
| Beta / Standard Deviation | UPDDX-NASDAQ | Click to Compare |
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| Beta | 1.74 | |||
| Standard Deviation | 26.02 | |||
| Balance Sheet | UPDDX-NASDAQ | Click to Compare |
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| Total Assets | 5.69M | |||
| 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 | 63.24% | |||
| Last Bear Market Total Return | -26.75% | |||