Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUNDX (FUNDX UPGRADER FUND INVESTOR CLASS) | NA | -24.39% | 3.01% | 5.38% | 8.47% | 3.29% | 6.67% | … | … |
Data as of 10/27/2022, Common starting date is 11/02/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUNDX (FUNDX UPGRADER FUND INVESTOR CLASS) | 11/02/2001 | 10/27/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.39 | 3.01 | 5.38 | 8.47 | 3.29 | 6.67 | … | … | -25.11 | 10.64 | 25.46 | 26.89 | -3.70 | 15.36 | 5.12 | 0.72 | 8.31 | 29.58 | 12.97 | -4.66 | 12.21 | 23.29 | -46.94 | 8.75 | 14.41 | 12.69 | 13.21 | 33.13 | -15.68 | 7.40 |
| Sharpe Ratio | NA | -1.19 | 0.11 | 0.21 | 0.45 | NA | NA | … | … | -1.41 | 0.60 | 0.80 | 1.99 | -0.27 | 1.78 | 0.37 | 0.04 | 0.63 | 2.45 | 1.04 | -0.19 | 0.58 | 0.99 | -1.35 | 0.28 | 0.74 | 0.90 | 1.04 | 2.19 | -1.05 | 4.63 |
| Standard Deviation(%) | NA | 21.27 | 23.84 | 21.17 | 17.53 | NA | NA | … | … | 21.79 | 17.79 | 31.42 | 12.75 | 19.21 | 8.29 | 13.34 | 15.75 | 13.21 | 12.08 | 12.52 | 24.58 | 20.92 | 23.46 | 35.35 | 20.08 | 15.00 | 11.65 | 11.79 | 14.81 | 16.05 | 12.38 |
| Draw Down(%) | NA | 28.72 | 31.62 | 31.62 | 31.62 | NA | NA | … | … | 26.31 | 9.75 | 31.62 | 6.54 | 20.48 | 4.18 | 13.59 | 13.78 | 8.91 | 6.53 | 9.84 | 23.31 | 19.16 | 21.69 | 55.07 | 13.89 | 18.37 | 8.39 | 10.70 | 12.55 | 26.53 | 2.96 |
| Yield(%) | 0.00 | 26.34 | 14.57 | 11.43 | 10.00 | 4.83 | 8.12 | … | … | 35.18 | 0.42 | 8.50 | 12.00 | 0.45 | 0.50 | 0.50 | 0.38 | 0.29 | 0.77 | 0.14 | 0.08 | 0.46 | 0.00 | 2.07 | 1.50 | 0.44 | 0.86 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 10/27/2022, Common starting date is 11/02/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNDX (FUNDX UPGRADER FUND INVESTOR CLASS) |
-17.62%
Feb 2006 – Feb 2009 |
-7.30%
Feb 2004 – Feb 2009 |
2.16%
May 2002 – May 2012 |
3.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUNDX (FUNDX UPGRADER FUND INVESTOR CLASS) |
23.03%
Mar 2003 – Mar 2006 |
18.61%
Feb 2009 – Feb 2014 |
13.14%
Sep 2011 – Sep 2021 |
7.97%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart