SRIFX
FundX Sustainable Impact\Disc
$23.41
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Large Cap Growth |
|---|---|
| Market Cap | 1.342M |
| 52 Week High | 25.04 |
| 52 Week Low | 21.5 |
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Key Data
| Symbol | SRIFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 23.41 |
| Price Yesterday | 23.41 |
| Market Cap | 1.34 |
| YTD Return | -0.21% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0183 |
Overview
| 52 Week High | 25.04 |
|---|---|
| 52 Week Low | 21.50 |
| Market Cap | 1.34M |
| Shares Outstanding | 0.06M |
| 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 | -1.68% |
| Nine Months | -2.85% |
| One Year | 7.42% |
| Three Years | -12.09% |
| Five Years | -5.05% |
| Ten Years | -0.66% |
| YTD | -0.28% |
| Since Inception | -1.01% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | -0.85% |
| Nine Months | -2.13% |
| One Year | 7.39% |
| Three Years | -31.93% |
| Five Years | -22.74% |
| Ten Years | -6.36% |
| YTD | -0.21% |
| Since Inception | -6.36% |
Yearly Returns
| 2023 | -0.21% |
|---|---|
| 2022 | -39.95% |
| 2021 | 4.58% |
| 2020 | 26.73% |
| 2019 | 8.34% |
| 2018 | -5.68% |
| 2017 | 15.40% |
| 2016 | 0.00% |
| 2015 | 0.00% |
| 2014 | 0.00% |
Risk against SP-DA
| Alpha | -7.60% |
|---|---|
| Beta | 0.63 |
| Correlation | 74.46% |
| Downside Deviation | 4.02% |
| Coefficient of determination | 55.44% |
| Standard Deviation | 3.99% |
| Sharpe Ratio | -1 |
| Sortino | -3.44 |
| Treynor | 4.47 |
| Ulcer Index | 5.09 |
| Ulcer Performance Index | -2.71 |