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FundX Investment Trust - FundX Conservative ETF (RELAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.70+0.29 (+0.82%)
At close: 09:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.04%
5-year average return3.28%
Number of years up16
Number of years down4
Best 1-yr total return (5 Oct 2023)19.81%
Worst 1-yr total return (5 Oct 2023)N/A
Best 3-yr total return19.81%
Worst 3-yr total return-0.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRELAXCategory
YTD1.04%9.69%
1-month-2.14%0.97%
3-month-0.72%5.21%
1-year3.03%27.45%
3-year1.87%8.85%
5-year3.28%8.56%
10-year5.20%5.61%
Last bull market21.35%10.63%
Last bear market-8.22%-12.05%

Annual total return (%) history

Year
RELAXCategory
2023
N/AN/A
2022
-12.54%N/A
2021
9.90%N/A
2020
11.64%9.83%
2019
18.99%14.61%
2018
-3.10%-7.70%
2017
10.97%12.63%
2016
6.55%5.99%
2015
0.10%-5.93%
2014
5.79%2.41%
2013
18.56%8.62%
2012
9.45%9.45%
2011
-1.98%-3.36%
2010
10.91%10.53%
2009
19.81%20.30%
2008
-26.61%-23.59%
2007
7.37%6.85%
2006
17.72%9.91%
2005
7.83%5.05%
2004
12.85%8.16%
2003
29.07%18.15%
2002
N/A-9.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-1.45%4.42%-2.39%N/A
2022-4.58%-8.22%-3.53%3.51%
20212.19%4.94%-0.93%3.45%
2020-13.20%10.79%6.48%9.03%
20199.23%2.94%2.23%3.51%
20180.87%2.57%4.70%-10.55%
20172.76%0.96%4.15%2.70%
2016-1.00%2.95%1.60%2.90%
20151.88%-0.80%-4.70%3.92%
20141.28%2.92%-1.05%2.57%
20135.20%0.48%5.19%6.63%
20125.58%-1.75%4.29%1.17%
20114.62%-0.70%-11.91%7.11%
20104.63%-7.23%8.07%5.73%
2009-5.14%6.25%14.73%3.61%
2008-5.59%-0.73%-10.08%-12.91%
20072.30%3.89%1.85%-0.80%
20067.04%-2.25%3.32%8.89%
2005-0.72%2.19%5.59%0.66%
20043.90%-1.11%-0.27%10.13%
2003-4.69%15.52%3.27%13.52%
20021.17%N/AN/AN/A

Rank in category (by total return)

YTD65
1-month57
3-month41
1-year64
3-year62
5-year45

Load adjusted returns

1-year3.98%
3-year1.72%
5-year2.78%
10-year5.19%