Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HOTFX (FUNDX AGGRESSIVE UPGRADER FUND INVESTOR CLASS) | NA | -25.13% | 0.73% | 3.03% | 6.51% | 2.44% | 7.08% | … | … |
Data as of 10/27/2022, Common starting date is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HOTFX (FUNDX AGGRESSIVE UPGRADER FUND INVESTOR CLASS) | 07/22/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -25.13 | 0.73 | 3.03 | 6.51 | 2.44 | 7.08 | … | … | -26.97 | 3.75 | 28.55 | 24.97 | -6.82 | 14.91 | 1.56 | -0.65 | 6.02 | 29.49 | 14.65 | -5.37 | 11.28 | 23.77 | -43.33 | 19.14 | 20.29 | 17.60 | 10.32 | 43.21 | -6.42 |
| Sharpe Ratio | NA | -0.62 | 0.01 | 0.08 | 0.27 | NA | NA | … | … | -0.72 | 0.18 | 0.81 | 1.96 | -0.43 | 1.29 | 0.09 | -0.04 | 0.41 | 2.35 | 1.10 | -0.21 | 0.50 | 1.01 | -1.31 | 0.76 | 1.06 | 1.16 | 0.71 | 2.62 | -1.01 |
| Standard Deviation(%) | NA | 42.22 | 33.45 | 27.86 | 22.08 | NA | NA | … | … | 45.69 | 20.49 | 34.89 | 12.04 | 19.04 | 11.14 | 14.16 | 17.10 | 14.67 | 12.53 | 13.35 | 25.52 | 22.26 | 23.53 | 33.63 | 21.17 | 16.06 | 13.28 | 13.25 | 16.25 | 14.61 |
| Draw Down(%) | NA | 42.79 | 42.79 | 42.79 | 42.79 | NA | NA | … | … | 42.79 | 14.53 | 32.42 | 6.14 | 22.29 | 6.23 | 15.27 | 15.96 | 11.87 | 7.11 | 10.27 | 24.72 | 19.67 | 20.34 | 52.34 | 14.74 | 20.98 | 9.72 | 14.65 | 12.40 | 10.87 |
| Yield(%) | 0.00 | 26.61 | 13.35 | 10.78 | 8.76 | 4.64 | 9.53 | … | … | 26.02 | 1.38 | 3.62 | 20.62 | 0.00 | 0.28 | 0.08 | 0.27 | 0.05 | 0.30 | 0.00 | 0.13 | 0.37 | 0.00 | 10.81 | 4.24 | 3.83 | 2.12 | 0.03 | 0.00 | 0.00 |
Data as of 10/27/2022, Common starting date is 07/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTFX (FUNDX AGGRESSIVE UPGRADER FUND INVESTOR CLASS) |
-13.33%
Feb 2006 – Feb 2009 |
-5.40%
Oct 2007 – Oct 2012 |
2.12%
Oct 2007 – Oct 2017 |
2.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HOTFX (FUNDX AGGRESSIVE UPGRADER FUND INVESTOR CLASS) |
28.02%
Mar 2003 – Mar 2006 |
22.74%
Oct 2002 – Oct 2007 |
11.27%
Sep 2011 – Sep 2021 |
9.60%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart