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INCMX: FundX Flexible Income (MUTUAL FUND)
Basic Info 24.15 0(0.0%) March 22
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 01/03/2023 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.94% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | 10.4 | 2.8 | 4.6 | 2.1 | 2.5 | 3.3 | 4.3 | -10.9 | 5.0 | 1.4 | 7.9 | -2.9 | 6.0 | 5.2 | -1.2 | 3.7 | 3.5 | 7.2 | 1.3 | 7.3 | 9.1 | -0.2 | 5.0 | 8.4 | 1.8 | 4.9 | 15.8 | 3.3 |
| SR | NA | 2.47 | -0.02 | 0.53 | 0.15 | 0.39 | NA | 0.8 | -3.11 | 1.65 | 0.17 | 2.74 | -0.8 | 4.02 | 2.23 | -0.45 | 1.75 | 1.62 | 5.35 | 0.37 | 3.05 | 3.32 | -0.34 | 0.56 | 0.9 | -0.05 | 1.31 | 3.64 | 2.29 |
| DD(%) | NA | 2.6 | 8.8 | 12.6 | 12.6 | 12.6 | NA | 12.6 | 12.4 | 1.9 | 11.8 | 1.7 | 6.4 | 0.9 | 2.0 | 3.7 | 2.3 | 3.8 | 0.8 | 5.4 | 2.3 | 1.7 | 6.0 | 4.1 | 3.4 | 5.6 | 5.5 | 2.8 | 2.5 |
| SD(%) | NA | 21.9 | 10.6 | 6.8 | 6.0 | 4.8 | NA | 4.3 | 3.9 | 3.0 | 6.9 | 2.4 | 5.2 | 1.3 | 2.2 | 2.7 | 2.1 | 2.1 | 1.4 | 3.3 | 2.4 | 2.7 | 3.4 | 3.5 | 5.7 | 6.5 | 3.0 | 4.1 | 2.8 |
| TR | NA | 0.76 | 0.0 | 0.1 | 0.02 | 0.05 | NA | 0.14 | -0.42 | 0.28 | 0.02 | 0.12 | 0.28 | 0.77 | 0.19 | -0.04 | -1.56 | 0.1 | 0.25 | -2.55 | 0.32 | 0.32 | -0.04 | -0.63 | 0.23 | -0.01 | 8.46 | -1.81 | 1.28 |
| Alpha(%) | NA | 0.15 | 0.01 | 0.01 | 0.0 | 0.01 | NA | 0.01 | -0.04 | 0.02 | -0.02 | 0.01 | -0.02 | 0.02 | 0.02 | -0.01 | 0.01 | 0.02 | 0.02 | 0.01 | 0.02 | 0.02 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.06 | 0.02 |
| Beta(%) | NA | 0.71 | 0.39 | 0.35 | 0.4 | 0.34 | NA | 0.24 | 0.29 | 0.18 | 0.67 | 0.52 | -0.15 | 0.07 | 0.26 | 0.28 | -0.02 | 0.36 | 0.29 | 0.0 | 0.22 | 0.28 | 0.28 | -0.03 | 0.22 | 0.39 | 0.0 | -0.08 | 0.05 |
| RS | NA | 0.07 | 0.1 | 0.1 | 0.13 | 0.1 | NA | 0.07 | 0.42 | 0.05 | 0.26 | 0.53 | 0.01 | 0.02 | 0.18 | 0.19 | 0.0 | 0.39 | 0.43 | 0.0 | 0.24 | 0.52 | 0.42 | 0.0 | 0.02 | 0.05 | 0.0 | 0.01 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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