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RELAX: FUNDX CONSERVATIVE UPGRADER FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/22/2002 |
| Last Dividend Date: | 01/03/2023 |
| 12-Mo. Yield | 2.57% |
| Expenses | 2.02% |
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Performance Analytics (As of 10/19/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/22/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.7 | 1.3 | 4.0 | 5.0 | 6.6 | 6.0 | 6.4 | 1.0 | -12.5 | 9.9 | 11.7 | 19.0 | -3.4 | 11.3 | 6.5 | 0.1 | 6.1 | 18.3 | 9.5 | -1.9 | 10.3 | 20.4 | -26.6 | 7.4 | 17.9 | 7.8 | 12.7 | 30.0 | -3.8 |
| Sharpe Ratio | NA | -0.1 | -0.01 | 0.23 | 0.38 | NA | NA | 0.44 | -0.29 | -1.45 | 0.94 | 0.62 | 2.52 | -0.29 | 2.02 | 0.77 | 0.01 | 0.72 | 2.47 | 1.28 | -0.13 | 0.82 | 1.49 | -1.33 | 0.28 | 1.18 | 0.49 | 1.1 | 2.29 | -0.55 |
| Draw Down(%) | NA | 6.2 | 17.7 | 22.6 | 22.6 | NA | NA | 38.3 | 6.2 | 15.7 | 5.0 | 22.6 | 3.4 | 14.0 | 2.3 | 8.2 | 8.2 | 6.4 | 5.4 | 5.8 | 15.8 | 10.9 | 13.6 | 33.5 | 11.4 | 12.4 | 7.0 | 10.3 | 11.7 | 12.5 |
| Standard Deviation(%) | NA | 7.7 | 9.7 | 11.8 | 10.8 | NA | NA | 12.3 | 8.1 | 9.6 | 10.5 | 18.3 | 6.9 | 16.2 | 5.3 | 8.2 | 9.7 | 8.4 | 7.4 | 7.4 | 15.1 | 12.4 | 13.6 | 20.7 | 15.4 | 12.3 | 11.4 | 10.7 | 12.8 | 16.9 |
| Treynor Ratio | NA | -0.01 | 0.0 | 0.04 | 0.05 | NA | NA | 0.07 | -0.03 | -0.29 | 0.1 | 0.14 | 0.19 | -0.04 | 0.09 | 0.07 | 0.0 | 0.06 | 0.18 | 0.1 | -0.02 | 0.09 | 0.28 | -0.34 | 0.03 | 0.11 | 0.05 | 1.01 | -2.89 | 1.7 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.02 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.02 | -0.04 | 0.0 | 0.02 | 0.01 | 0.04 | 0.11 | -0.03 |
| Beta | NA | 0.56 | 0.64 | 0.75 | 0.82 | NA | NA | 0.79 | 0.76 | 0.48 | 1.01 | 0.82 | 0.95 | 1.2 | 1.13 | 0.87 | 1.08 | 1.04 | 1.0 | 0.94 | 1.07 | 1.1 | 0.71 | 0.81 | 1.42 | 1.31 | 1.16 | 0.12 | -0.1 | -0.05 |
| RSquared | NA | 0.6 | 0.6 | 0.75 | 0.68 | NA | NA | 0.56 | 0.71 | 0.63 | 0.64 | 0.87 | 0.94 | 0.52 | 0.73 | 0.7 | 0.93 | 0.67 | 0.85 | 0.87 | 0.92 | 0.88 | 0.75 | 0.85 | 0.71 | 0.5 | 0.45 | 0.01 | 0.01 | 0.0 |
| Yield(%) | N/A | 2.6 | 7.2 | 6.3 | 5.9 | 6.3 | 6.3 | N/A | 2.6 | 19.3 | 0.4 | 3.4 | 5.3 | 7.9 | 1.4 | 4.1 | 12.1 | 1.3 | 2.8 | 1.4 | 1.4 | 1.1 | 1.5 | 10.3 | 5.4 | 5.2 | 3.6 | 1.2 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -88.6 | 39.2 | 20.4 | 100.2 | N/A | N/A | N/A | -88.6 | 4250.9 | -86.7 | -26.1 | -42.9 | 502.6 | -62.6 | -67.4 | 758.8 | -44.4 | 108.7 | 0.0 | 31.0 | -8.3 | -89.5 | 86.4 | 8.5 | 51.7 | 232.3 | 438.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/22/2002
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