Upright Growth Fund
UPUPX
NASDAQ
| Weiss Ratings | UPUPX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Company Info | UPUPX-NASDAQ | Click to Compare |
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| Provider | Upright Investments Trust | |||
| Manager/Tenure (Years) | David Y.S. Chiueh (27) | |||
| Website | -- | |||
| Fund Information | UPUPX-NASDAQ | Click to Compare |
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| Fund Name | Upright Growth Fund | |||
| Category | Technology | |||
| Sub-Category | Technology Sector Equity | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jan 21, 1999 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | UPUPX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.03% | |||
| Dividend | UPUPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.05% | |||
| Asset Allocation | UPUPX-NASDAQ | Click to Compare |
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| Cash | 14.84% | |||
| Stock | 82.28% | |||
| U.S. Stock | 21.46% | |||
| Non-U.S. Stock | 60.82% | |||
| Bond | 2.83% | |||
| U.S. Bond | 2.83% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.05% | |||
| Price History | UPUPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.41% | |||
| 30-Day Total Return | -1.61% | |||
| 60-Day Total Return | -3.25% | |||
| 90-Day Total Return | -1.21% | |||
| Year to Date Total Return | 1.33% | |||
| 1-Year Total Return | 43.74% | |||
| 2-Year Total Return | 57.46% | |||
| 3-Year Total Return | 53.62% | |||
| 5-Year Total Return | 11.46% | |||
| Price | UPUPX-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 | UPUPX-NASDAQ | Click to Compare |
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| Nav | $12.17 | |||
| 1-Month Low NAV | $11.59 | |||
| 1-Month High NAV | $12.91 | |||
| 52-Week Low NAV | $8.27 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.63 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | UPUPX-NASDAQ | Click to Compare |
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| Beta | 1.16 | |||
| Standard Deviation | 21.91 | |||
| Balance Sheet | UPUPX-NASDAQ | Click to Compare |
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| Total Assets | 24.25M | |||
| Operating Ratios | UPUPX-NASDAQ | Click to Compare |
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| Expense Ratio | 2.45% | |||
| Turnover Ratio | 5.82% | |||
| Performance | UPUPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.30% | |||
| Last Bear Market Total Return | -22.07% | |||