Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INCMX (FUNDX FLEXIBLE INCOME FUND INVESTOR CLASS) | NA | 0.43% | -1.17% | -0.11% | 1.32% | 2.84% | 3.23% | … | … |
Data as of 10/19/2023, Common starting date is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INCMX (FUNDX FLEXIBLE INCOME FUND INVESTOR CLASS) | 07/22/2002 | 10/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 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 | 0.43 | -1.17 | -0.11 | 1.32 | 2.84 | 3.23 | … | … | -0.73 | -10.86 | 5.07 | 1.39 | 7.92 | -2.77 | 6.01 | 5.23 | -1.19 | 3.66 | 3.49 | 7.22 | 1.30 | 7.28 | 9.11 | -0.21 | 4.99 | 8.57 | 1.98 | 4.93 | 15.78 | 3.27 |
| Sharpe Ratio | NA | -0.96 | -0.75 | -0.34 | 0.13 | NA | NA | … | … | -1.31 | -3.11 | 1.66 | 0.17 | 2.74 | -0.77 | 4.02 | 2.24 | -0.45 | 1.76 | 1.62 | 5.35 | 0.38 | 3.05 | 3.31 | -0.33 | 0.57 | 0.92 | -0.03 | 1.31 | 3.64 | 2.29 |
| Standard Deviation(%) | NA | 3.72 | 3.67 | 4.31 | 3.73 | NA | NA | … | … | 3.94 | 3.95 | 3.04 | 6.94 | 2.38 | 5.33 | 1.34 | 2.24 | 2.70 | 2.08 | 2.14 | 1.35 | 3.32 | 2.35 | 2.73 | 3.41 | 3.51 | 5.80 | 6.59 | 3.03 | 4.15 | 2.81 |
| Draw Down(%) | NA | 3.17 | 12.57 | 12.57 | 12.57 | NA | NA | … | … | 3.17 | 12.45 | 1.90 | 11.83 | 1.73 | 6.35 | 0.92 | 1.99 | 3.66 | 2.34 | 3.80 | 0.82 | 5.38 | 2.34 | 1.67 | 6.00 | 4.14 | 3.43 | 5.63 | 5.49 | 2.83 | 2.50 |
| Yield(%) | 0.00 | 4.59 | 2.96 | 3.05 | 3.47 | 4.04 | 4.10 | … | … | 4.75 | 2.28 | 2.25 | 2.07 | 5.03 | 3.47 | 2.69 | 4.60 | 6.23 | 5.12 | 6.06 | 4.24 | 5.39 | 2.45 | 4.77 | 4.19 | 3.28 | 3.78 | 3.90 | 3.29 | 2.02 | 0.00 |
Data as of 10/19/2023, 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 |
|---|---|---|---|---|
| INCMX (FUNDX FLEXIBLE INCOME FUND INVESTOR CLASS) |
-1.85%
Feb 2020 – Feb 2023 |
-0.16%
Sep 2018 – Sep 2023 |
1.49%
Apr 2013 – Apr 2023 |
2.51%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INCMX (FUNDX FLEXIBLE INCOME FUND INVESTOR CLASS) |
7.98%
Sep 2002 – Sep 2005 |
7.94%
Oct 2002 – Oct 2007 |
6.23%
Oct 2002 – Oct 2012 |
5.30%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart