Upright Growth Financials
| UPUPX Fund | USD 10.78 0.43 3.84% |
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 Ab Global, Rbb Fund, Investec Global, Ab Global, and Ab Global. The fund primarily invests in common stock, preferred stock, and convertible securities of publicly-traded United States domiciled companies. Upright Growth is traded on NASDAQ Exchange in the United States.Specialization | Technology, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Upright Investments Trust |
| Mutual Fund Family | Upright Investments Trust |
| Mutual Fund Category | Technology |
| Benchmark | Dow Jones Industrial |
| Phone | 973 533 1818 |
| 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 Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Upright Growth Fund is roughly 7.85 . 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 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.
The output start index for this execution was sixty with a total number of output elements of one. The Beta measures systematic risk based on how returns on Upright Growth 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 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 March 4, 2025 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 Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Upright Growth Fund 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 | 2.85 | |||
| Information Ratio | 0.0809 | |||
| Maximum Drawdown | 21.02 | |||
| Value At Risk | (3.40) | |||
| Potential Upside | 5.45 |
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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