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HOTFX: FUNDX AGGRESSIVE UPGRADER FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/22/2002 |
Last Dividend Date: | 01/03/2022 |
12-Mo. Yield | 26.61% |
Expenses | 1.87% |
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Performance Analytics (As of 10/27/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -25.1 | 0.7 | 3.0 | 6.5 | 2.5 | 7.1 | 6.8 | -27.0 | 3.8 | 28.6 | 25.0 | -6.8 | 14.9 | 1.6 | -0.6 | 6.0 | 29.5 | 14.6 | -5.4 | 11.3 | 23.8 | -43.3 | 19.1 | 20.3 | 17.6 | 10.3 | 43.2 | -6.4 |
Sharpe Ratio | NA | -0.62 | 0.01 | 0.08 | 0.27 | NA | NA | 0.28 | -0.72 | 0.18 | 0.81 | 1.96 | -0.43 | 1.29 | 0.09 | -0.04 | 0.41 | 2.35 | 1.1 | -0.21 | 0.5 | 1.01 | -1.31 | 0.76 | 1.06 | 1.16 | 0.71 | 2.62 | -1.01 |
Draw Down(%) | NA | 42.8 | 42.8 | 42.8 | 42.8 | NA | NA | 57.2 | 42.8 | 14.5 | 32.4 | 6.1 | 22.3 | 6.2 | 15.3 | 16.0 | 11.9 | 7.1 | 10.3 | 24.7 | 19.7 | 20.3 | 52.3 | 14.7 | 21.0 | 9.7 | 14.6 | 12.4 | 10.9 |
Standard Deviation(%) | NA | 42.2 | 33.4 | 27.9 | 22.1 | NA | NA | 21.4 | 45.7 | 20.5 | 34.9 | 12.0 | 19.0 | 11.1 | 14.2 | 17.1 | 14.7 | 12.5 | 13.3 | 25.5 | 22.3 | 23.5 | 33.6 | 21.2 | 16.1 | 13.3 | 13.3 | 16.3 | 14.6 |
Treynor Ratio | NA | -0.59 | 0.0 | 0.03 | 0.08 | NA | NA | 0.09 | -0.66 | 0.07 | 0.29 | 0.43 | -0.09 | 0.13 | 0.02 | -0.01 | 0.06 | 0.3 | 0.17 | -0.06 | 0.11 | 0.28 | -0.59 | 0.17 | 0.2 | 0.23 | 1.81 | -4.47 | 3.6 |
Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | NA | NA | 0.0 | -0.02 | -0.03 | -0.08 | 0.01 | -0.03 | -0.07 | 0.01 | -0.04 | -0.02 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.08 | 0.04 | 0.07 | 0.04 | 0.04 | 0.15 | -0.06 |
Beta | NA | 0.44 | 0.68 | 0.7 | 0.74 | NA | NA | 0.69 | 0.5 | 0.5 | 0.96 | 0.55 | 0.89 | 1.12 | 0.82 | 1.03 | 0.95 | 0.98 | 0.87 | 0.94 | 1.06 | 0.84 | 0.75 | 0.97 | 0.85 | 0.66 | 0.05 | -0.1 | -0.04 |
RSquared | NA | 0.17 | 0.45 | 0.5 | 0.56 | NA | NA | 0.51 | 0.18 | 0.41 | 0.97 | 0.66 | 0.96 | 0.75 | 0.73 | 0.94 | 0.79 | 0.9 | 0.9 | 0.95 | 0.84 | 0.78 | 0.69 | 0.57 | 0.47 | 0.34 | 0.0 | 0.01 | 0.01 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.3 | 0.0 | 0.1 | 0.4 | 0.0 | 10.8 | 4.2 | 3.8 | 2.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -61.5 | N/A | -100.0 | 170.3 | 23.4 | 107.9 | 7500.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/08/2002
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