Upright Growth Financials
| UPDDX Fund | USD 20.04 0.38 1.86% |
Upright |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Upright Growth Fund Summary
Upright Growth competes with Upright Assets, Upright Growth, Mm Sp, and Vanguard High. 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.Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Upright Investments Trust |
| Mutual Fund Family | Upright Investments Trust |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Phone | 877 385 2720 |
| Currency | USD - US Dollar |
Upright Financial Ratios 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 rated below average in annual yield among similar funds. It is rated below average in year to date return among similar funds creating about 12,871 of Year To Date Return per Annual Yield. 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.Upright Growth Income Systematic Risk
Upright Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Upright Growth volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Upright Growth Income correlated with the market. If Beta is less than 0 Upright Growth generally moves in the opposite direction as compared to the market. If Upright Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Upright Growth Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Upright Growth is generally in the same direction as the market. If Beta > 1 Upright Growth moves generally in the same direction as, but more than the movement of the benchmark.
Upright Growth December 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Upright Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Upright Growth Income. We use our internally-developed statistical techniques to arrive at the intrinsic value of Upright Growth Income based on widely used predictive technical indicators. In general, we focus on analyzing Upright Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Upright Growth's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.37 | |||
| Information Ratio | 0.1148 | |||
| Maximum Drawdown | 6.98 | |||
| Value At Risk | (2.17) | |||
| Potential Upside | 2.56 |
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.
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