INCMX
FundX Flexible Income\Disc
$23.93
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Unconstrained Bond |
|---|---|
| Market Cap | 58.451M |
| 52 Week High | 24.52 |
| 52 Week Low | 23.82 |
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Key Data
| Symbol | INCMX |
|---|---|
| Type | Mutual Fund |
| Category | Unconstrained Bond |
| Price | 23.93 |
| Price Yesterday | 23.93 |
| Market Cap | 58.45 |
| YTD Return | 0.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0157 |
Overview
| 52 Week High | 24.52 |
|---|---|
| 52 Week Low | 23.82 |
| Market Cap | 58.45M |
| Shares Outstanding | 2.44M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | 0.00% |
| One Year | -0.58% |
| Three Years | -3.65% |
| Five Years | -0.60% |
| Ten Years | 0.80% |
| YTD | 0.00% |
| Since Inception | 3.54% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | 0.00% |
| One Year | -0.58% |
| Three Years | -10.51% |
| Five Years | -2.95% |
| Ten Years | 8.24% |
| YTD | 0.00% |
| Since Inception | 114.83% |
Yearly Returns
| 2024 | 0.00% |
|---|---|
| 2023 | -0.73% |
| 2022 | -10.85% |
| 2021 | 5.08% |
| 2020 | 1.39% |
| 2019 | 7.92% |
| 2018 | -2.81% |
| 2017 | 6.04% |
| 2016 | 5.23% |
| 2015 | -1.20% |
Risk against SP-DA
| Alpha | -8.10% |
|---|---|
| Beta | 0.09 |
| Correlation | 45.42% |
| Downside Deviation | 1.14% |
| Coefficient of determination | 20.63% |
| Standard Deviation | 0.65% |
| Sharpe Ratio | -13 |
| Sortino | -25.76 |
| Treynor | -64.93 |
| Ulcer Index | 2.16 |
| Ulcer Performance Index | -13.54 |