Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TACTX (FUNDX TACTICAL UPGRADER FUND INVESTOR CLASS) | NA | 3.99% | 6.69% | 5.55% | 5.53% | NA | NA | … | … |
Data as of 07/26/2019, Common starting date is 03/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TACTX (FUNDX TACTICAL UPGRADER FUND INVESTOR CLASS) | 03/05/2008 | 07/26/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | 3.99 | 6.69 | 5.55 | 5.53 | NA | NA | … | … | 1.23 | 7.47 | 8.15 | 7.79 | 2.17 | 0.57 | 8.50 | 2.66 | 3.98 | 7.64 | 3.04 | -33.72 |
| Sharpe Ratio | NA | 0.69 | 0.84 | 0.48 | 0.48 | NA | NA | … | … | 0.19 | 0.79 | 1.25 | 0.59 | 0.14 | 0.06 | 1.30 | 0.35 | 0.32 | 0.44 | 0.19 | -1.09 |
| Standard Deviation(%) | NA | 3.52 | 6.76 | 10.23 | 10.90 | NA | NA | … | … | 3.00 | 7.73 | 6.06 | 12.71 | 14.82 | 9.17 | 6.50 | 7.49 | 12.23 | 17.23 | 15.84 | 36.45 |
| Draw Down(%) | NA | 2.11 | 6.02 | 14.36 | 14.40 | NA | NA | … | … | 2.11 | 6.02 | 2.50 | 11.00 | 11.17 | 10.41 | 3.67 | 7.31 | 9.84 | 11.99 | 10.76 | 47.16 |
| Yield(%) | 0.51 | 6.49 | 2.65 | 1.86 | 1.32 | 0.59 | 0.44 | … | … | 6.72 | 0.05 | 0.34 | 0.57 | 0.22 | 0.00 | 0.00 | 0.00 | 0.00 | 1.15 | 0.55 | 0.00 |
Data as of 07/26/2019, Common starting date is 03/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACTX (FUNDX TACTICAL UPGRADER FUND INVESTOR CLASS) |
-10.25%
May 2008 – May 2011 |
-4.69%
May 2008 – May 2013 |
0.20%
May 2008 – May 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TACTX (FUNDX TACTICAL UPGRADER FUND INVESTOR CLASS) |
10.01%
Feb 2016 – Feb 2019 |
7.41%
Feb 2009 – Feb 2014 |
6.01%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart