See what your fund actually adds
Upright Growth Fund UPUPX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | UPUPX | Replication |
|---|---|---|
| Annualized growth | 11.8% | 16.7% |
| Annualized volatility | 29.3% | 20.6% |
| Sharpe ratio | 0.53 | 0.86 |
| Maximum drawdown | 49.0% | 30.8% |
| Replication fit (R²) | 0.64 · Tracking error 17.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model UPUPX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLK | Sector · Technology | 63.5% |
| VBK | Small-Cap · Growth | 13.6% |
| VWO | Emerging Markets | 10.3% |
| EFG | Intl · Growth | 7.2% |
| SLV | Alternatives · Silver | 5.3% |