FUNDX
FundX Upgrader\Disc
$45.91
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Large Growth |
|---|---|
| Market Cap | 137.837M |
| 52 Week High | 63.629 |
| 52 Week Low | 45.32 |
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Key Data
| Symbol | FUNDX |
|---|---|
| Type | Mutual Fund |
| Category | Large Growth |
| Price | 45.91 |
| Price Yesterday | 45.91 |
| Market Cap | 137.84 |
| YTD Return | -24.95% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0189 |
Overview
| 52 Week High | 63.63 |
|---|---|
| 52 Week Low | 45.32 |
| Market Cap | 137.84M |
| Shares Outstanding | 3.00M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 45.07% |
| Short Term Dividend Yield | 2.05% |
| 52 Week Yield (All) | 47.12% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -45.61% |
| Six Months | -23.66% |
| Nine Months | -25.43% |
| One Year | -27.74% |
| Three Years | 2.23% |
| Five Years | 5.53% |
| Ten Years | 8.90% |
| YTD | -28.04% |
| Since Inception | 6.92% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -14.52% |
| Six Months | -12.80% |
| Nine Months | -19.74% |
| One Year | -27.72% |
| Three Years | 6.83% |
| Five Years | 30.81% |
| Ten Years | 134.13% |
| YTD | -24.95% |
| Since Inception | 307.26% |
Yearly Returns
| 2022 | -24.95% |
|---|---|
| 2021 | 10.31% |
| 2020 | 25.37% |
| 2019 | 26.93% |
| 2018 | -3.71% |
| 2017 | 15.35% |
| 2016 | 5.13% |
| 2015 | 0.72% |
| 2014 | 8.32% |
| 2013 | 29.56% |
Risk against SP-DA
| Alpha | -18.02% |
|---|---|
| Beta | 0.74 |
| Correlation | 85.16% |
| Downside Deviation | 5.92% |
| Coefficient of determination | 72.52% |
| Standard Deviation | 6.07% |
| Sharpe Ratio | -0.68 |
| Sortino | -2.42 |
| Treynor | -38.59 |
| Ulcer Index | 17.71 |
| Ulcer Performance Index | -0.81 |