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UNBOX: FundX ETF Aggressive Upgrader (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/02/2007 |
Last Dividend Date: | 01/02/2013 |
12-Mo. Yield | 0.00% |
Expenses | 1.50% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/02/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.6 | 10.2 | 5.8 | 2.2 | -2.6 | 18.8 | 14.3 | -7.7 | 8.4 | 20.1 | -39.5 | 23.5 |
Sharpe Ratio | NA | 0.21 | 0.75 | 0.32 | 0.07 | -0.24 | 1.36 | 1.07 | -0.31 | 0.38 | 0.76 | -1.16 | 0.8 |
Draw Down(%) | NA | 11.4 | 11.4 | 26.2 | 56.2 | 11.4 | 8.8 | 9.9 | 26.2 | 19.4 | 22.5 | 48.8 | 17.4 |
Standard Deviation(%) | NA | 12.3 | 13.6 | 18.1 | 23.4 | 12.3 | 13.8 | 13.4 | 24.5 | 21.6 | 26.2 | 34.8 | 29.1 |
Treynor Ratio | NA | 0.04 | 0.12 | 0.06 | 0.02 | -0.05 | 0.18 | 0.17 | -0.09 | 0.08 | 0.2 | -0.48 | 0.15 |
Alpha | NA | -0.04 | -0.04 | -0.04 | -0.03 | -0.04 | -0.06 | -0.01 | -0.03 | -0.01 | -0.04 | -0.04 | 0.06 |
Beta | NA | 0.63 | 0.83 | 0.91 | 0.94 | 0.59 | 1.06 | 0.87 | 0.87 | 1.05 | 0.98 | 0.84 | 1.56 |
RSquared | NA | 0.46 | 0.75 | 0.82 | 0.8 | 0.44 | 0.87 | 0.9 | 0.89 | 0.87 | 0.84 | 0.83 | 0.83 |
Yield(%) | N/A | 0.0 | 0.0 | 0.3 | N/A | 0.0 | 0.1 | 0.0 | 0.4 | 0.7 | 0.0 | 1.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -90.7 | N/A | N/A | -100.0 | N/A | -100.0 | -46.7 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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See LARGE GROWTH Asset Class Trend Rankings |
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