Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNBOX (FundX ETF Aggressive Upgrader) | NA | 2.59% | 10.86% | 5.83% | NA | NA | NA | … | … |
Data as of 11/20/2014, Common starting date is 02/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNBOX (FundX ETF Aggressive Upgrader) | 02/02/2007 | 11/20/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.59 | 10.86 | 5.83 | NA | NA | NA | … | … | -2.59 | 18.81 | 14.29 | -7.68 | 8.40 | 20.08 | -39.54 | 23.53 |
| Sharpe Ratio | NA | 0.21 | 0.75 | 0.32 | NA | NA | NA | … | … | -0.24 | 1.36 | 1.07 | -0.31 | 0.38 | 0.76 | -1.16 | 0.79 |
| Standard Deviation(%) | NA | 12.19 | 13.54 | 17.93 | NA | NA | NA | … | … | 12.25 | 13.77 | 13.38 | 24.51 | 21.61 | 26.24 | 34.84 | 29.14 |
| Draw Down(%) | NA | 11.37 | 11.37 | 26.21 | NA | NA | NA | … | … | 11.37 | 8.78 | 9.86 | 26.21 | 19.43 | 22.54 | 48.80 | 17.42 |
| Yield(%) | 0.00 | 0.00 | 0.04 | 0.26 | 0.33 | 0.22 | 0.16 | … | … | 0.00 | 0.09 | 0.00 | 0.38 | 0.75 | 0.00 | 1.79 | 0.00 |
Data as of 11/20/2014, Common starting date is 02/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBOX (FundX ETF Aggressive Upgrader) |
-12.08%
Oct 2007 – Oct 2010 |
-5.89%
Oct 2007 – Oct 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNBOX (FundX ETF Aggressive Upgrader) |
15.09%
Feb 2009 – Feb 2012 |
15.22%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart