RELAX
FundX Conservative Upgrader\Disc
$35.70
0.00 (0.00%)
Currency in USD / Last Updated: 11/27/2023
| Category | Tactical |
|---|---|
| Market Cap | 57.392M |
| 52 Week High | 37.17 |
| 52 Week Low | 33.79 |
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Key Data
| Symbol | RELAX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 35.7 |
| Price Yesterday | 35.7 |
| Market Cap | 57.39 |
| YTD Return | 1.04% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0202 |
Overview
| 52 Week High | 37.17 |
|---|---|
| 52 Week Low | 33.79 |
| Market Cap | 57.39M |
| Shares Outstanding | 1.61M |
| Income Dividend Yield | 2.57% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.57% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | -3.03% |
| Six Months | 3.33% |
| Nine Months | 2.13% |
| One Year | 0.10% |
| Three Years | -0.05% |
| Five Years | 4.50% |
| Ten Years | 4.79% |
| YTD | 1.16% |
| Since Inception | 6.05% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | -0.78% |
| Six Months | 1.65% |
| Nine Months | 1.59% |
| One Year | 0.10% |
| Three Years | -0.16% |
| Five Years | 24.50% |
| Ten Years | 59.50% |
| YTD | 1.04% |
| Since Inception | 250.41% |
Yearly Returns
| 2023 | 1.04% |
|---|---|
| 2022 | -12.54% |
| 2021 | 9.91% |
| 2020 | 11.63% |
| 2019 | 18.99% |
| 2018 | -3.11% |
| 2017 | 10.97% |
| 2016 | 6.55% |
| 2015 | 0.10% |
| 2014 | 5.79% |
Risk against SP-DA
| Alpha | -8.59% |
|---|---|
| Beta | 0.38 |
| Correlation | 72.74% |
| Downside Deviation | 2.13% |
| Coefficient of determination | 52.91% |
| Standard Deviation | 2.16% |
| Sharpe Ratio | -1.99 |
| Sortino | -6.98 |
| Treynor | -12.51 |
| Ulcer Index | 2.79 |
| Ulcer Performance Index | -5.34 |