Upright Assets Allocation Fund Manager Performance Evaluation
| UPAAX Fund | USD 11.52 0.03 0.26% |
The entity has a beta of 2.26, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Upright Assets will likely underperform.
Risk-Adjusted Performance
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Over the last 90 days Upright Assets Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Upright Assets is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Form N-CSR UPRIGHT INVESTMENTS TRUS For Sep 30 - StreetInsider.com | 03/13/2024 |
| Expense Ratio | 2.8300 |
Upright |
Upright Assets Relative Risk vs. Return Landscape
If you would invest 1,154 in Upright Assets Allocation on January 25, 2024 and sell it today you would lose (2.00) from holding Upright Assets Allocation or give up 0.17% of portfolio value over 90 days. Upright Assets Allocation is currently producing 0.012% returns and takes up 1.7259% volatility of returns over 90 trading days. Put another way, 15% of traded mutual funds are less volatile than Upright, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
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Upright Assets Current Valuation
Fairly Valued
Today
Please note that Upright Assets' price fluctuation is not too volatile at this time. At this time, the fund appears to be fairly valued. Upright Assets Allocation has a current Real Value of $11.61 per share. The regular price of the fund is $11.52. We determine the value of Upright Assets Allocation from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Upright Assets Allocation is useful when determining the fair value of the Upright mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Upright Assets. Since Upright Assets is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Upright Mutual Fund. However, Upright Assets' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.52 | Real 11.61 | Hype 11.49 |
The real value of Upright Mutual Fund, also known as its intrinsic value, is the underlying worth of Upright Assets Allocation Mutual Fund, which is reflected in its stock price. It is based on Upright Assets' financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Upright Assets' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Upright Assets' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Upright Assets Allocation helps investors to forecast how Upright mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Upright Assets more accurately as focusing exclusively on Upright Assets' fundamentals will not take into account other important factors: Upright Assets Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Upright Assets' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Upright Assets Allocation, and traders can use it to determine the average amount a Upright Assets' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0069
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | UPAAX |
Estimated Market Risk
| 1.73 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Upright Assets is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Upright Assets by adding Upright Assets to a well-diversified portfolio.
Upright Assets Fundamentals Growth
Upright Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Upright Assets, and Upright Assets fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Upright Mutual Fund performance.
| Total Asset | 2.29 M | |||
About Upright Assets Performance
To evaluate Upright Assets Allocation Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Upright Assets generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Upright Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Upright Assets Allocation market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Upright's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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.Things to note about Upright Assets Allocation performance evaluation
Checking the ongoing alerts about Upright Assets for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Upright Assets Allocation help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -5.0% | |
| Upright Assets Allocation keeps about 19.65% of its net assets in cash |
- Analyzing Upright Assets' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Upright Assets' stock is overvalued or undervalued compared to its peers.
- Examining Upright Assets' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Upright Assets' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Upright Assets' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Upright Assets' mutual fund. These opinions can provide insight into Upright Assets' potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Upright Assets Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Upright Assets Allocation information on this page should be used as a complementary analysis to other Upright Assets' statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.