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TACTX: FUNDX TACTICAL UPGRADER FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Long/Short Equity |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/05/2008 |
Last Dividend Date: | 07/24/2019 |
12-Mo. Yield | 6.49% |
Expenses | 1.36% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/05/2008 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.1 | 5.5 | 4.9 | 0.9 | 1.2 | 7.5 | 8.1 | 7.8 | 2.2 | 0.6 | 8.5 | 2.7 | 4.0 | 7.6 | 3.0 | -33.7 |
Sharpe Ratio | NA | 0.69 | 0.84 | 0.48 | 0.48 | 0.04 | 0.19 | 0.79 | 1.25 | 0.59 | 0.14 | 0.06 | 1.3 | 0.35 | 0.32 | 0.44 | 0.19 | -1.09 |
Draw Down(%) | NA | 2.1 | 6.0 | 14.4 | 14.4 | 47.2 | 2.1 | 6.0 | 2.5 | 11.0 | 11.2 | 10.4 | 3.7 | 7.3 | 9.8 | 12.0 | 10.8 | 47.2 |
Standard Deviation(%) | NA | 3.5 | 6.8 | 10.2 | 10.9 | 14.7 | 3.0 | 7.7 | 6.1 | 12.7 | 14.8 | 9.2 | 6.5 | 7.5 | 12.2 | 17.2 | 15.8 | 36.5 |
Treynor Ratio | NA | 0.55 | 0.21 | 0.08 | 0.1 | 0.01 | 0.06 | 0.29 | 0.11 | 0.09 | 0.02 | 0.01 | 0.18 | 0.05 | 0.09 | 0.19 | 0.07 | -0.51 |
Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 | 0.03 | -0.02 | -0.01 | 0.0 | -0.03 | -0.02 | -0.02 | 0.01 | 0.01 | -0.03 | -0.06 |
Beta | NA | 0.04 | 0.28 | 0.58 | 0.53 | 0.6 | 0.1 | 0.21 | 0.7 | 0.88 | 0.93 | 0.71 | 0.48 | 0.51 | 0.46 | 0.4 | 0.45 | 0.78 |
RSquared | NA | 0.04 | 0.25 | 0.59 | 0.52 | 0.65 | 0.17 | 0.22 | 0.6 | 0.83 | 0.95 | 0.79 | 0.66 | 0.75 | 0.78 | 0.18 | 0.59 | 0.89 |
Yield(%) | N/A | 6.5 | 2.6 | 1.9 | 1.3 | N/A | 6.7 | 0.0 | 0.3 | 0.6 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 0.5 | 0.0 |
Dividend Growth(%) | N/A | 13908.3 | 966.9 | 898.5 | N/A | N/A | 16700.0 | -87.5 | -33.3 | 140.0 | N/A | N/A | N/A | N/A | -100.0 | 111.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/05/2008
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