Yearly Returns

The following chart shows the year-by-year performance of the FundX Upgrader Funds.

Fund 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
 
FUNDX
-15.07
33.13
13.21
14.14
20.80
15.06
-42.37
23.29
12.20
 -4.66
HOTFX
N/A
41.81
10.69
17.62
20.33
19.14
-43.33
23.27
11.74
 -5.37
RELAX
N/A
29.07
12.85
7.83
17.72
7.37
-26.61
19.81
10.91
 -1.98
INCMX
N/A
15.78
4.93
1.99
8.55
4.99
-0.23
9.06
7.54
 1.09
UNBOX
N/A
N/A
N/A
N/A
N/A
N/A
-39.54
20.08
8.40
 -7.68
REMIX
N/A
N/A
N/A
N/A
N/A
N/A
-41.59
17.10
11.97
 -1.86
TACTX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
2.86
7.83
 3.98
TOTLX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
6.08
 2.61
S&P 500 Index
-22.10
28.66
10.88
4.90
15.72
5.43
-37.03
26.41
14.76
 2.04
Barc Agg Bond Index
N/A
6.91
4.34
2.43
4.33
6.97
5.24
5.93
6.54
 7.84


Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent quarter and month end can be obtained by clicking here. Returns shown are cumulative, unless otherwise noted. Performance data shown does not reflect the 2.00% redemption fee imposed on shares held less than 30 days. If it did, total returns would be reduced. (There is no redemption fee for the FundX ETF Upgrader Funds (REMIX and UNBOX)).

Only full calendar year performance is shown above. You can find the inception dates for each of the Funds in the table below:

Inception Dates for the FundX Upgrader Funds are noted below
FundX Upgrader Fund (FUNDX) 11/01/2001
FundX Aggressive Upgrader Fund (HOTFX) 07/01/2002
FundX Conservative Upgrader Fund (RELAX) 07/01/2002
FundX Flexible Income Fund (INCMX) 07/01/2002
FundX ETF Upgrader Fund (REMIX) 01/31/2007
FundX Aggressive ETF Upgrader (UNBOX) 01/31/2007
FundX Tactical Upgrader Fund (TACTX) 02/29/2008
FundX Tactical Total Return Fund (TOTLX) 05/29/2009

The S&P 500 Index is a broad based unmanaged index of 500 stocks, which is widely recognized as representative of the equity market in general. You cannot invest directly in an index.

The Barclay's U.S. Aggregate Bond Index is a market-capitalization-weighted index of investment-grade fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of at least one year. You cannot invest directly in an index.