Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOTLX (FUNDX FLEXIBLE TOTAL RETURN FUND INVESTOR CLASS) | NA | 1.46% | 0.20% | 1.50% | NA | NA | NA | … | … |
Data as of 01/06/2017, Common starting date is 06/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOTLX (FUNDX FLEXIBLE TOTAL RETURN FUND INVESTOR CLASS) | 06/05/2009 | 01/06/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.21 | 1.46 | 0.20 | 1.50 | NA | NA | NA | … | … | -3.21 | 4.71 | -2.65 | 1.54 | 4.42 | 3.61 | 2.72 | 5.84 | 5.48 |
| Sharpe Ratio | NA | 0.30 | 0.02 | 0.30 | NA | NA | NA | … | … | -3.67 | 1.72 | -0.52 | 0.25 | 1.16 | 0.87 | 0.36 | 0.98 | 1.10 |
| Standard Deviation(%) | NA | 4.10 | 4.75 | 4.75 | NA | NA | NA | … | … | 23.84 | 2.60 | 5.16 | 6.06 | 3.80 | 4.11 | 7.53 | 5.84 | 8.77 |
| Draw Down(%) | NA | 3.21 | 6.48 | 6.48 | NA | NA | NA | … | … | 3.21 | 2.42 | 5.80 | 4.63 | 2.40 | 3.70 | 6.00 | 3.51 | 3.89 |
| Yield(%) | 0.00 | 0.00 | 1.80 | 2.29 | 2.40 | 1.60 | 1.20 | … | … | 0.00 | 3.05 | 2.49 | 2.43 | 3.47 | 5.87 | 4.88 | 0.95 | 0.00 |
Data as of 01/06/2017, Common starting date is 06/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTLX (FUNDX FLEXIBLE TOTAL RETURN FUND INVESTOR CLASS) |
0.17%
May 2013 – May 2016 |
1.21%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOTLX (FUNDX FLEXIBLE TOTAL RETURN FUND INVESTOR CLASS) |
6.16%
Jul 2009 – Jul 2012 |
4.43%
Jul 2009 – Jul 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart