• Upright Growth Fund

Upright Investments Trust

  • Global
  • Large-Cap
  • Core

Upright Growth Fund

UPUPX

Summary

The fund seeks capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of publicly-traded United States domiciled  companies.

The team favors companies that are reasonably priced and estimated to trade below their fair values.

Also, the team looks for companies that exhibit the potential for significant growth over the long term.

When selecting investments for the More

Price

Last Close

$8.82 ( -0.15 )

52 Week HL

$15.13 - $8.82

Net Assets

Expense Ratio

Manager

Name

David Y.S. Chiueh

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Performance

YTD

-36.4 %

3 Year

132.45%

5 Year

12.81%

Best

108.7%
2020

Worst

-58.56%
2008

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -16.3% 39.4% -13% 3.7% -29.4% 19.9% 10.4% 3.8% 11.7% 3.4% -
Q2 -18% 13.1% 40.8% -3.4% 11.7% 7.5% -6.4% 8.3% 2.3% 7.9% -
Q3 - -14.7% 6% -11% -9.6% -24.6% 8.1% -11.8% 6.2% 8.8% -
Q4 - 26.3% 60.8% 18.3% -31.9% -13.9% -7.4% 4.6% -6.5% 11.8% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -21.1% -0.5% 6.6% -18.5% -3.2% - - - - - - -
2021 28.8% 10.9% -2.4% -2.6% -0.1% 16.2% -11.3% -6.4% 2.8% -8.6% 0.7% 22.4%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
UPUPX -36%52%109%8%-50%-14%4%4%13%35%9%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -36%23%93%-21%-43%-33%-5%4%-0%6%9%

UPUPX S&P 500

Chart +