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 (26) | |||
| 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 | 0.00% | |||
| Dividend | UPUPX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.29% | |||
| Asset Allocation | UPUPX-NASDAQ | Click to Compare |
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| Cash | 19.82% | |||
| Stock | 75.76% | |||
| U.S. Stock | 20.01% | |||
| Non-U.S. Stock | 55.75% | |||
| Bond | 3.52% | |||
| U.S. Bond | 3.52% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.90% | |||
| Price History | UPUPX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.52% | |||
| 30-Day Total Return | -4.62% | |||
| 60-Day Total Return | 4.32% | |||
| 90-Day Total Return | 9.99% | |||
| Year to Date Total Return | 5.29% | |||
| 1-Year Total Return | 18.86% | |||
| 2-Year Total Return | 40.34% | |||
| 3-Year Total Return | 33.06% | |||
| 5-Year Total Return | 110.04% | |||
| 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 | $11.34 | |||
| 1-Month Low NAV | $10.96 | |||
| 1-Month High NAV | $11.89 | |||
| 52-Week Low NAV | $8.27 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.47 | |||
| 52-Week High Price (Date) | Jan 24, 2025 | |||
| Beta / Standard Deviation | UPUPX-NASDAQ | Click to Compare |
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| Beta | 1.46 | |||
| Standard Deviation | 28.82 | |||
| Balance Sheet | UPUPX-NASDAQ | Click to Compare |
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| Total Assets | 22.01M | |||
| Operating Ratios | UPUPX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.94% | |||
| Turnover Ratio | 0.81% | |||
| Performance | UPUPX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 20.30% | |||
| Last Bear Market Total Return | -22.07% | |||