Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XCOR (FundX ETF) | 9.45% | 24.89% | 21.46% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/17/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XCOR (FundX ETF) | 10/17/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.30 | 24.89 | 21.46 | NA | NA | NA | NA | … | … | 9.45 | 13.58 | 32.20 | 14.34 | 7.11 |
| Sharpe Ratio | NA | 1.67 | 1.05 | NA | NA | NA | NA | … | … | 1.31 | 0.55 | 1.54 | 0.70 | 1.95 |
| Standard Deviation(%) | NA | 13.35 | 17.27 | NA | NA | NA | NA | … | … | 15.98 | 19.84 | 16.81 | 14.59 | 18.81 |
| Draw Down(%) | NA | 9.60 | 22.54 | NA | NA | NA | NA | … | … | 9.60 | 22.54 | 12.99 | 12.16 | 6.18 |
| Yield(%) | 0.00 | 0.00 | 0.35 | 0.75 | 0.38 | 0.25 | 0.19 | … | … | 0.00 | 0.00 | 0.00 | 1.08 | 2.64 |
Data as of 06/05/2026, Common starting date is 10/17/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCOR (FundX ETF) |
16.68%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XCOR (FundX ETF) |
23.74%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart