Nasdaq - Delayed Quote • USD
FundX Upgrader Fund (FUNDX)
At close: October 21 at 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -24.95% |
| 5y Average Return | 5.48% |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 14, 2022) | 29.56% |
| Worst 1Y Total Return (Oct 14, 2022) | -- |
| Best 3Y Total Return | 29.56% |
| Worst 3Y Total Return | -7.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FUNDX
Category
- YTD
- -24.95%
- 12.38%
- 1-Month
- -7.89%
- 5.09%
- 3-Month
- -6.00%
- 10.28%
- 1-Year
- -24.29%
- 41.70%
- 3-Year
- 3.35%
- 22.56%
- 5-Year
- 5.48%
- 21.98%
- 10-Year
- 8.30%
- 15.99%
- Last Bull Market
- 27.69%
- 25.99%
- Last Bear Market
- -13.10%
- -17.29%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 13 |
| 1-Month | 34 |
| 3-Month | 98 |
| 1-Year | 34 |
| 3-Year | 87 |
| 5-Year | 91 |
Load Adjusted Returns
| 1-Year | -22.46% |
| 3-Year | 2.92% |
| 5-Year | 5.47% |
| 10-Year | 8.04% |
Performance & Risk
| YTD Return | -24.95% |
| 5y Average Return | 5.48% |
| Rank in Category (ytd) | 13 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Fund X |
| Net Assets | 140.6M |
| YTD Return | -24.95% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 01, 2001 |
Fund Summary
The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends. The Advisor invests in the underlying funds that the fund's manager considers to be in sync with current market leadership.
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