Upright Assets Financials
| UPAAX Fund | USD 15.30 0.06 0.39% |
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 Assets Fund Summary
Upright Assets competes with Upright Growth, Upright Growth, Floating Rate, and Fidelity Contrafund. The fund invests primarily in a portfolio of securities and other investments of issuers across a broad range of countries and asset categories. These global assets fall under five general categories which are Equity Securities, Fixed Income Securities , Real Estate Investment Trusts , Commodity-related derivatives, and cash and cash equivalents such as money market funds.Specialization | null, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US91670H2094 |
| Business Address | Upright Investments Trust |
| Mutual Fund Family | Upright Investments Trust |
| Mutual Fund Category | Tactical Allocation |
| 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 Assets's current stock value. Our valuation model uses many indicators to compare Upright Assets value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Upright Assets competition to find correlations between indicators driving Upright Assets's intrinsic value. More Info.Upright Assets Allocation is rated below average in year to date return among similar funds. It also is rated below average in one year return among similar funds reporting about 0.72 of One Year Return per Year To Date Return. The ratio of Year To Date Return to One Year Return for Upright Assets Allocation is roughly 1.38 . 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 Assets' earnings, one of the primary drivers of an investment's value.Upright Assets Allocation Systematic Risk
Upright Assets' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Upright Assets 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Upright Assets Allocation correlated with the market. If Beta is less than 0 Upright Assets generally moves in the opposite direction as compared to the market. If Upright Assets Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Upright Assets Allocation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Upright Assets is generally in the same direction as the market. If Beta > 1 Upright Assets moves generally in the same direction as, but more than the movement of the benchmark.
Upright Assets Thematic Clasifications
Upright Assets Allocation is part of Large Blend Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies
This theme covers Funds with large capitalization growth and value instruments. Fund or Etfs that invest in stocks of large organizations that have characteristics of both growth and value companies. Get More Thematic Ideas
Upright Assets Allocation is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Tactical Allocation category is currently estimated at about 125.58 Billion. Upright Assets adds roughly 824,134 in net asset claiming only tiny portion of funds listed under Tactical Allocation category.| Large Blend Funds | View |
Upright Assets July 19, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Upright Assets help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Upright Assets Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Upright Assets Allocation 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 Assets's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.96 | |||
| Information Ratio | 0.235 | |||
| Maximum Drawdown | 10.19 | |||
| Value At Risk | (2.97) | |||
| Potential Upside | 4.24 |
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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