Upright Assets Allocation Fund Five Year Return
| UPAAX Fund | USD 12.99 0.10 0.76% |
Upright Assets Allocation fundamentals help investors to digest information that contributes to Upright Assets' financial success or failures. It also enables traders to predict the movement of Upright Mutual Fund. The fundamental analysis module provides a way to measure Upright Assets' intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Upright Assets mutual fund.
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Upright Assets Allocation Mutual Fund Five Year Return Analysis
Upright Assets' Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Upright Assets Five Year Return | 16.07 % |
Most of Upright Assets' fundamental indicators, such as Five Year 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 Assets Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Upright Assets Allocation has a Five Year Return of 16.0703%. This is much higher than that of the Upright Investments Trust family and significantly higher than that of the Tactical Allocation category. The five year return for all United States funds is notably lower than that of the firm.
Upright Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Upright Assets' direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Upright Assets could also be used in its relative valuation, which is a method of valuing Upright Assets by comparing valuation metrics of similar companies.Upright Assets is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Upright Assets
The fund invests 42.49% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (19.65%) and various exotic instruments (37.86%).Asset allocation divides Upright Assets' investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Upright Fundamentals
| Total Asset | 2.29 M | ||||
| Year To Date Return | 3.36 % | ||||
| One Year Return | 1.96 % | ||||
| Three Year Return | 0.03 % | ||||
| Five Year Return | 16.07 % | ||||
| Net Asset | 824.13 K | ||||
| Minimum Initial Investment | 2 K | ||||
| Cash Position Weight | 19.65 % | ||||
| Equity Positions Weight | 42.49 % |
About Upright Assets Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Upright Assets Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Upright Assets using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Upright Assets Allocation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Information on Investing in Upright Mutual Fund
Upright Assets 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 Assets security.
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