# Upright Growth & Income (UPDDX)

> Source: Nexqual · https://nexqual.com/UPDDX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, Upright Growth & Income (UPDDX), nexqual.com/UPDDX" · informational, not investment advice.

**Price:** USD 30.18 (-0.23% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 30.25 · day 30.18–30.18 · 52w 22.96–34.64 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +18.6% vs S&P 500 +13.4%; 5Y +104.5% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +18.6% | +104.5% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +18.6% | +15.4% |
| Volatility (annualized) | 23.5% | 30.4% |
| Max drawdown | -13.7% (Jun 2026→Jul 2026) | -48.6% (Dec 2021→Oct 2022) |

## Peers
UPAAX (Upright Assets Allocation Plus ) USD 21.51 -0.00% · UPUPX (Upright Growth Fund) USD 14.98 +0.00% · AMRGX (American Growth Fund Series One) USD 7.72 +0.00% · FELTX (Fidelity Advisor Semiconductors) USD 143.42 +0.00% · FELCX (Fidelity Advisor Semiconductors) USD 118.76 -0.00%

## More
Full page: https://nexqual.com/UPDDX · 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