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Upright Growth Fund: (MF: UPUPX)

(NASDAQ Mutual Funds) As of Mar 2, 2026 05:16 PM ET

$12.62 USD

-0.05 (-0.39%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 4.75 11
3 months 2.94 40
6 months 18.61 3
1 Year 18.82 8
3 Year 16.28 46
5 Year 4.74 87
10 Year 5.43 97

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 109.25
Bear Market (10/07 - 2/09) -71.73
Bull Market (2/09 - 3/21) 598.42

Load Adjusted Returns as of Jan 31, 2026

1 Year 18.49
5 Year 9.15
10 Year 4.45
Since Inception 3.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -9.56 16.83 11.33 2.78
2024 0.96 20.24 -5.47 13.48
2023 19.69 -1.36 -10.02 8.11
2022 -20.56 -22.07 -17.66 6.66
2021 39.37 13.07 -23.59 30.88

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.7420.9130.2214.85-45.6457.60108.697.47-49.70-14.453.46
% Total Return Rel to Index 0.002.695.20-11.39-27.4328.9290.29-24.01-45.31-36.25-8.46
% Total Return Rel to Peer 0.008.2010.83-8.14-25.9435.5488.77-20.94-42.84-35.13-4.35
% Perf Quintile vs Peer* 0.000.000.004.005.001.001.005.005.005.004.00
% Dividends 0.000.000.000.170.000.000.000.000.000.000.00
% Yield NA0.030.000.040.000.000.000.000.000.000.00
Capital Gains ($) 0.001.010.000.530.100.560.000.000.000.302.25
Expense Ratio 0.00NA3.211.882.092.072.202.152.312.402.19

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