Nasdaq - Delayed Quote • USD
FundX Investment Trust - FundX Conservative ETF (RELAX)
As of January 29 at 8:01 PM EST. Market Open.
Fund Summary
The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs ("underlying funds"). The underlying funds invest primarily in individual securities such as common stocks and corporate or government bonds. The Advisor actively manages the fund's portfolio using a proprietary investment strategy called Upgrading, which seeks to capture global market trends.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.81% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 1.04% |
| 5y Average Return | 3.28% |
| Rank in Category (ytd) | 65 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.68 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RELAX | Category Average | RELAX | Category Average | RELAX | Category Average | |
| Alpha | -0.56 | -0.02 | -0.8 | -0.01 | 0.51 | -0.02 |
| BETA | 0.68 | 0.01 | 0.83 | 0.01 | 0.87 | 0.01 |
| Mean Annual Return | 0.18 | 0.01 | 0.28 | 0.01 | 0.46 | 0 |
| R-squared | 77.85 | 0.76 | 83.26 | 0.73 | 81.64 | 0.73 |
| Standard Deviation | 9.41 | 0.13 | 11.11 | 0.11 | 9.14 | 0.09 |
| Sharpe Ratio | 0.01 | 0.01 | 0.14 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | -0.48 | 0.08 | 1.13 | 0.08 | 4.6 | 0.06 |
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