Nasdaq - Delayed Quote USD

FundX Aggressive Upgrader (HOTFX)

46.36 -1.12 (-2.36%)
At close: October 21 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -21.79%
5y Average Return 4.47%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (Oct 14, 2022) 29.49%
Worst 1Y Total Return (Oct 14, 2022) --
Best 3Y Total Return 29.49%
Worst 3Y Total Return -7.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HOTFX
Category
YTD
-21.79%
12.38%
1-Month
-8.49%
5.09%
3-Month
-4.53%
10.28%
1-Year
-19.86%
41.70%
3-Year
3.52%
22.56%
5-Year
4.47%
21.98%
10-Year
7.03%
15.99%
Last Bull Market
18.89%
25.99%
Last Bear Market
-11.78%
-17.29%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 6
1-Month 30
3-Month 97
1-Year 13
3-Year 86
5-Year 94

Load Adjusted Returns

1-Year -18.55%
3-Year 3.01%
5-Year 4.61%
10-Year 6.70%

Performance & Risk

YTD Return -21.79%
5y Average Return 4.47%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Fund X
Net Assets 24.7M
YTD Return -21.79%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 2002

Fund Summary

The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs. The underlying funds invest primarily in individual securities such as common stocks. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends.

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