Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRIFX (FundX Sustainable Impact Fund) | NA | 515,054.73% | 1,656.45% | 478.60% | NA | NA | NA | … | … |
Data as of 06/23/2023, Common starting date is 04/03/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRIFX (FundX Sustainable Impact Fund) | 04/03/2017 | 06/23/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 497,885.11 | 515,054.73 | 1,656.45 | 478.60 | NA | NA | NA | … | … | 1.31 | -19.47 | 7.40 | 27.04 | 25.71 | -4.02 | 15.40 |
| Sharpe Ratio | NA | 0.00 | 0.09 | 0.18 | NA | NA | NA | … | … | -0.14 | -0.93 | 0.45 | 0.85 | 2.04 | -0.31 | 2.92 |
| Standard Deviation(%) | NA | 17.90 | 18.81 | 20.96 | NA | NA | NA | … | … | 13.51 | 22.43 | 16.57 | 31.52 | 11.91 | 17.45 | 7.01 |
| Draw Down(%) | NA | 15.82 | 26.64 | 30.78 | NA | NA | NA | … | … | 9.78 | 26.45 | 10.69 | 30.78 | 5.85 | 19.35 | 1.97 |
| Yield(%) | 99.98 | 102.58 | 38.24 | 26.14 | 15.61 | 10.41 | 7.81 | … | … | 100.69 | 34.29 | 2.70 | 0.25 | 16.80 | 1.77 | 0.00 |
Data as of 06/23/2023, Common starting date is 04/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIFX (FundX Sustainable Impact Fund) |
2.59%
Sep 2019 – Sep 2022 |
5.32%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRIFX (FundX Sustainable Impact Fund) |
20.02%
Dec 2018 – Dec 2021 |
9.61%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart