# Upright Assets Allocation Plus (UPAAX)

> Source: Nexqual · https://nexqual.com/UPAAX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, Upright Assets Allocation Plus (UPAAX), nexqual.com/UPAAX" · informational, not investment advice.

**Price:** USD 21.51 (+0.14% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 21.48 · day 21.51–21.51 · 52w 15.39–25.21 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +20.9% vs S&P 500 +13.4%; 5Y +61.4% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +20.9% | +61.4% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +20.9% | +10.1% |
| Volatility (annualized) | 26.5% | 32.3% |
| Max drawdown | -15.9% (Oct 2025→Nov 2025) | -46.6% (Dec 2021→Oct 2022) |

## Peers
UPDDX (Upright Growth & Income Fund) USD 30.18 -0.00% · KMKCX (Kinetics Mutual Fds, Market Opp) USD 71.3 -0.00% · FELTX (Fidelity Advisor Semiconductors) USD 143.42 +0.00% · FELCX (Fidelity Advisor Semiconductors) USD 118.76 -0.00% · 0P0001D5K0 (UPAMC GREAT CHINA Fund USD",) USD 42.05 -1.91%

## More
Full page: https://nexqual.com/UPAAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt