Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RELAX (FUNDX CONSERVATIVE UPGRADER FUND INVESTOR CLASS) | NA | 2.74% | 1.34% | 3.98% | 4.98% | 6.44% | 6.01% | … | … |
Data as of 10/19/2023, Common starting date is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RELAX (FUNDX CONSERVATIVE UPGRADER 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 | 2.74 | 1.34 | 3.98 | 4.98 | 6.44 | 6.01 | … | … | 1.04 | -12.51 | 9.90 | 11.65 | 18.98 | -3.36 | 11.30 | 6.50 | 0.10 | 6.06 | 18.31 | 9.46 | -1.88 | 10.35 | 20.36 | -26.63 | 7.38 | 17.85 | 7.79 | 12.72 | 29.96 | -3.77 |
| Sharpe Ratio | NA | -0.10 | -0.01 | 0.23 | 0.38 | NA | NA | … | … | -0.29 | -1.45 | 0.94 | 0.62 | 2.52 | -0.29 | 2.02 | 0.77 | 0.01 | 0.72 | 2.47 | 1.28 | -0.13 | 0.82 | 1.49 | -1.33 | 0.28 | 1.18 | 0.49 | 1.10 | 2.29 | -0.55 |
| Standard Deviation(%) | NA | 7.73 | 9.67 | 11.77 | 10.80 | NA | NA | … | … | 8.05 | 9.63 | 10.49 | 18.30 | 6.94 | 16.18 | 5.29 | 8.18 | 9.74 | 8.43 | 7.41 | 7.39 | 15.09 | 12.44 | 13.59 | 20.71 | 15.38 | 12.32 | 11.38 | 10.70 | 12.77 | 16.88 |
| Draw Down(%) | NA | 6.16 | 17.68 | 22.59 | 22.59 | NA | NA | … | … | 6.16 | 15.65 | 4.99 | 22.59 | 3.44 | 14.00 | 2.34 | 8.21 | 8.16 | 6.36 | 5.39 | 5.81 | 15.81 | 10.90 | 13.60 | 33.51 | 11.43 | 12.40 | 6.95 | 10.25 | 11.72 | 12.45 |
| Yield(%) | 0.00 | 2.57 | 7.20 | 6.29 | 5.92 | 6.34 | 6.28 | … | … | 2.60 | 19.28 | 0.41 | 3.41 | 5.34 | 7.92 | 1.45 | 4.14 | 12.06 | 1.31 | 2.75 | 1.40 | 1.37 | 1.13 | 1.46 | 10.30 | 5.35 | 5.24 | 3.59 | 1.20 | 0.29 | 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 |
|---|---|---|---|---|
| RELAX (FUNDX CONSERVATIVE UPGRADER FUND INVESTOR CLASS) |
-6.85%
Feb 2006 – Feb 2009 |
-0.58%
May 2007 – May 2012 |
3.81%
May 2007 – May 2017 |
4.15%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RELAX (FUNDX CONSERVATIVE UPGRADER FUND INVESTOR CLASS) |
20.46%
Mar 2003 – Mar 2006 |
15.66%
Oct 2002 – Oct 2007 |
9.24%
Feb 2009 – Feb 2019 |
8.37%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart