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FUNDX: FUNDX UPGRADER FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/02/2001 |
| Last Dividend Date: | 01/03/2022 |
| 12-Mo. Yield | 26.34% |
| Expenses | 1.89% |
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Performance Analytics (As of 10/27/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/02/2001 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -24.4 | 3.1 | 5.4 | 8.5 | 3.4 | 6.6 | 5.9 | -25.1 | 10.6 | 25.5 | 26.9 | -3.7 | 15.4 | 5.1 | 0.7 | 8.3 | 29.6 | 13.0 | -4.7 | 12.2 | 23.3 | -46.9 | 8.7 | 14.4 | 12.7 | 13.2 | 33.1 | -15.7 | 7.4 |
| Sharpe Ratio | NA | -1.19 | 0.11 | 0.21 | 0.45 | NA | NA | 0.26 | -1.41 | 0.6 | 0.8 | 1.99 | -0.27 | 1.78 | 0.37 | 0.04 | 0.63 | 2.45 | 1.04 | -0.19 | 0.58 | 0.99 | -1.35 | 0.28 | 0.74 | 0.9 | 1.04 | 2.19 | -1.05 | 4.63 |
| Draw Down(%) | NA | 28.7 | 31.6 | 31.6 | 31.6 | NA | NA | 60.1 | 26.3 | 9.8 | 31.6 | 6.5 | 20.5 | 4.2 | 13.6 | 13.8 | 8.9 | 6.5 | 9.8 | 23.3 | 19.2 | 21.7 | 55.1 | 13.9 | 18.4 | 8.4 | 10.7 | 12.6 | 26.5 | 3.0 |
| Standard Deviation(%) | NA | 21.3 | 23.8 | 21.2 | 17.5 | NA | NA | 18.9 | 21.8 | 17.8 | 31.4 | 12.7 | 19.2 | 8.3 | 13.3 | 15.7 | 13.2 | 12.1 | 12.5 | 24.6 | 20.9 | 23.5 | 35.4 | 20.1 | 15.0 | 11.7 | 11.8 | 14.8 | 16.1 | 12.4 |
| Treynor Ratio | NA | -0.62 | 0.04 | 0.07 | 0.12 | NA | NA | 0.07 | -0.63 | 0.25 | 0.31 | 0.44 | -0.06 | 0.18 | 0.06 | 0.01 | 0.09 | 0.31 | 0.16 | -0.05 | 0.11 | 0.25 | -0.56 | 0.05 | 0.14 | 0.18 | 0.19 | 0.48 | -0.4 | 1.19 |
| Alpha | NA | -0.06 | -0.02 | -0.02 | -0.01 | NA | NA | 0.0 | -0.04 | 0.0 | -0.07 | 0.0 | -0.02 | -0.03 | 0.02 | -0.03 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.03 | -0.09 | 0.0 | 0.05 | 0.02 | 0.03 | 0.05 | 0.0 | 0.08 |
| Beta | NA | 0.41 | 0.6 | 0.63 | 0.68 | NA | NA | 0.73 | 0.49 | 0.42 | 0.81 | 0.58 | 0.91 | 0.83 | 0.84 | 0.96 | 0.94 | 0.95 | 0.83 | 0.91 | 1.06 | 0.92 | 0.86 | 1.02 | 0.79 | 0.57 | 0.63 | 0.68 | 0.42 | 0.48 |
| RSquared | NA | 0.59 | 0.71 | 0.73 | 0.76 | NA | NA | 0.76 | 0.72 | 0.45 | 0.88 | 0.69 | 0.98 | 0.74 | 0.86 | 0.98 | 0.96 | 0.9 | 0.93 | 0.96 | 0.95 | 0.93 | 0.84 | 0.71 | 0.47 | 0.34 | 0.61 | 0.78 | 0.7 | 0.71 |
| Yield(%) | N/A | 26.3 | 14.6 | 11.4 | 10.0 | 4.8 | 8.1 | N/A | 35.2 | 0.4 | 8.5 | 12.0 | 0.4 | 0.5 | 0.5 | 0.4 | 0.3 | 0.8 | 0.1 | 0.1 | 0.5 | 0.0 | 2.1 | 1.5 | 0.4 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 6946.5 | 305.7 | 2929.8 | 1510.2 | N/A | N/A | N/A | 6946.5 | -94.0 | -16.3 | 2182.5 | 2.4 | 7.2 | 29.9 | 45.2 | -53.4 | 534.1 | 57.1 | -80.0 | 13900.0 | -99.9 | 41.6 | 263.1 | -42.9 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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