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Upright Assets Allocation Plus Fund: (MF: UPAAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:02 PM ET

$17.21 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.86 11
3 months 7.85 7
6 months 17.85 3
1 Year 27.38 2
3 Year 23.06 1
5 Year 7.61 44
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 24.36
5 Year 11.21
10 Year NA
Since Inception 7.39

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.78 21.54 15.43 1.64
2024 14.18 6.60 -2.43 5.82
2023 13.09 4.02 -10.56 18.44
2022 -15.13 -23.21 -15.90 7.47
2021 27.89 11.05 -13.38 20.57

Annual Return

202620252024202320222021202020192018
% Total Return 5.8624.3625.6724.62-41.1048.3244.720.55-27.98
% Total Return Rel to Index 4.876.140.65-1.61-22.9019.6426.32-30.93-23.59
% Total Return Rel to Peer 4.079.8515.7511.46-28.1436.8234.03-16.64-21.49
% Perf Quintile vs Peer* 1.001.000.001.005.001.001.005.005.00
% Dividends 0.000.010.000.090.000.000.000.000.00
% Yield 0.000.060.000.090.000.000.000.000.00
Capital Gains ($) 0.000.000.000.000.140.000.050.000.00
Expense Ratio 0.00NA2.722.872.490.000.000.000.00

* 1 = Top 20%, 5 = Bottom 20%