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FundX Sustainable Impact (SRIFX)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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23.410.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.48%
5-year average return4.83%
Number of years up3
Number of years down2
Best 1-yr total return (21 Jun 2023)27.04%
Worst 1-yr total return (21 Jun 2023)N/A
Best 3-yr total return27.04%
Worst 3-yr total return3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSRIFXCategory
YTD0.48%12.38%
1-month-2.54%5.09%
3-month2.73%10.28%
1-year3.11%41.70%
3-year2.70%22.56%
5-year4.83%21.98%
10-year0.00%15.99%
Last bull market20.30%25.99%
Last bear market-14.57%-17.29%

Annual total return (%) history

Year
SRIFXCategory
2023
N/AN/A
2022
-19.36%N/A
2021
7.40%N/A
2020
27.04%35.86%
2019
26.54%31.90%
2018
-4.02%-2.09%
2017
N/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.95%N/AN/AN/A
2022-7.30%-14.57%-6.99%9.47%
2021-0.90%3.55%-3.19%8.11%
2020-16.93%22.35%11.31%12.29%
201913.41%4.24%0.91%6.08%
20180.75%3.29%7.36%-14.08%
20174.12%5.72%4.83%N/A

Rank in category (by total return)

YTD98
1-month98
3-month98
1-year97
3-year90
5-year94

Load adjusted returns

1-year-5.18%
3-year3.80%
5-year5.29%
10-yearN/A