Upright Growth and Income Fund
UPRIGHT INVESTMENTS TRUST

Average annual returns

No trailing-return data available for this share class.

Risk statistics

66 months through March 31, 2026
Volatility (ann.)
24.70%
Sharpe
1.75
Sortino
4.05
Max drawdown
-17.93%
Best month
18.90%
Worst month
-8.45%
Beta vs VTSAX
1.71
Correlation
0.85

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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