Upright Growth Income Fund Manager Performance Evaluation
| UPDDX Fund | USD 20.04 0.38 1.86% |
The entity has a beta of 1.21, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Upright Growth will likely underperform.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Upright Growth Income are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Upright Growth showed solid returns over the last few months and may actually be approaching a breakup point.
...more| Expense Ratio | 2.8100 |
Upright |
Upright Growth Relative Risk vs. Return Landscape
If you would invest 1,702 in Upright Growth Income on September 15, 2024 and sell it today you would earn a total of 302.00 from holding Upright Growth Income or generate 17.74% return on investment over 90 days. Upright Growth Income is currently producing 0.2661% returns and takes up 1.4689% volatility of returns over 90 trading days. Put another way, 13% of traded mutual funds are less volatile than Upright, and 95% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Upright Growth Current Valuation
Undervalued
Today
Please note that Upright Growth's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Upright Growth Income has a current Real Value of $21.38 per share. The regular price of the fund is $20.04. We determine the value of Upright Growth Income from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Upright Growth is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Upright Mutual Fund. However, Upright Growth's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 20.04 | Real 21.38 | Hype 20.04 | Naive 20.06 |
The intrinsic value of Upright Growth's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Upright Growth's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Upright Growth Income helps investors to forecast how Upright mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Upright Growth more accurately as focusing exclusively on Upright Growth's fundamentals will not take into account other important factors: Upright Growth Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upright Growth's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Upright Growth Income, and traders can use it to determine the average amount a Upright Growth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1812
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | UPDDX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.47 actual daily | 13 87% of assets are more volatile |
Expected Return
| 0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Upright Growth is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upright Growth by adding it to a well-diversified portfolio.
Upright Growth Fundamentals Growth
Upright Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Upright Growth, and Upright Growth fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upright Mutual Fund performance.
| Total Asset | 2.38 M | ||||
About Upright Growth Performance
Evaluating Upright Growth's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Upright Growth has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Upright Growth has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Upright Growth Income performance evaluation
Checking the ongoing alerts about Upright Growth for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Upright Growth Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps about 21.41% of its net assets in cash |
- Analyzing Upright Growth's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upright Growth's stock is overvalued or undervalued compared to its peers.
- Examining Upright Growth's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Upright Growth's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upright Growth's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Upright Growth's mutual fund. These opinions can provide insight into Upright Growth's potential for growth and whether the stock is currently undervalued or overvalued.
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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