HOTFX
FundX Aggressive Upgrader\Disc
$46.36
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Large Growth |
|---|---|
| Market Cap | 24.987M |
| 52 Week High | 61.27 |
| 52 Week Low | 45.65 |
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Key Data
| Symbol | HOTFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Growth |
| Price | 46.36 |
| Price Yesterday | 46.36 |
| Market Cap | 24.99 |
| YTD Return | -21.79% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0187 |
Overview
| 52 Week High | 61.27 |
|---|---|
| 52 Week Low | 45.65 |
| Market Cap | 24.99M |
| Shares Outstanding | 0.54M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 40.29% |
| Short Term Dividend Yield | 4.51% |
| 52 Week Yield (All) | 44.80% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -39.95% |
| Six Months | -23.75% |
| Nine Months | -22.54% |
| One Year | -24.12% |
| Three Years | 2.61% |
| Five Years | 4.28% |
| Ten Years | 7.63% |
| YTD | -24.56% |
| Since Inception | 7.00% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -12.31% |
| Six Months | -12.86% |
| Nine Months | -17.42% |
| One Year | -24.10% |
| Three Years | 8.00% |
| Five Years | 23.23% |
| Ten Years | 108.36% |
| YTD | -21.79% |
| Since Inception | 295.46% |
Yearly Returns
| 2022 | -21.79% |
|---|---|
| 2021 | 3.49% |
| 2020 | 28.55% |
| 2019 | 24.97% |
| 2018 | -6.82% |
| 2017 | 14.92% |
| 2016 | 1.56% |
| 2015 | 0.08% |
| 2014 | 5.26% |
| 2013 | 29.49% |
Risk against SP-DA
| Alpha | -15.18% |
|---|---|
| Beta | 0.69 |
| Correlation | 78.31% |
| Downside Deviation | 5.83% |
| Coefficient of determination | 61.33% |
| Standard Deviation | 6.11% |
| Sharpe Ratio | -0.51 |
| Sortino | -1.84 |
| Treynor | -36.4 |
| Ulcer Index | 14.84 |
| Ulcer Performance Index | -0.72 |