Upright Growth Financial Statements From 2010 to 2025
| UPDDX Fund | USD 19.06 1.01 5.03% |
Check Upright Growth financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Upright Growth's main balance sheet or income statement drivers, such as , as well as many indicators such as . Upright financial statements analysis is a perfect complement when working with Upright Growth Valuation or Volatility modules.
Upright |
Upright Growth Income Mutual Fund Year To Date Return Analysis
Upright Growth's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Upright Growth Year To Date Return | 3.29 % |
Most of Upright Growth's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Upright Growth Income is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
As per the company's disclosures, Upright Growth Income has a Year To Date Return of 3.2939%. This is much higher than that of the Upright Investments Trust family and significantly higher than that of the Large Growth category. The year to date return for all United States funds is notably lower than that of the firm.
Upright Growth Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Upright Growth's current stock value. Our valuation model uses many indicators to compare Upright Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Upright Growth competition to find correlations between indicators driving Upright Growth's intrinsic value. More Info.Upright Growth Income is presently regarded as number one fund in year to date return among similar funds. It also is presently regarded as number one fund in one year return among similar funds reporting about 9.97 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Upright Growth's earnings, one of the primary drivers of an investment's value.About Upright Growth Financial Statements
Upright Growth investors use historical fundamental indicators, such as Upright Growth's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Upright Growth. Please read more on our technical analysis and fundamental analysis pages.
The funds adviser seeks to achieve its investment objective using a combination of three investment styles through value investing, equity income and balance investing by investing normally 50-80 percent of the funds net assets in U.S. domiciled equity securities broadly diversified by company and industry seeks above-average dividend-paying equity securities or securities with expectations of increasing dividends.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Upright Mutual Fund
Upright Growth financial ratios help investors to determine whether Upright Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Upright with respect to the benefits of owning Upright Growth security.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital |