Ratings & Risk for FundX Aggressive Upgrader (HOTFX)

Morningstar Category: World Stock
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Average Average
    		139
    5-Year Average Average
    		113
    10-Year — — — 83
    Overall Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 21.60 -0.35 -0.31
    5-Year 19.12 0.43 0.12
    10-Year — — —
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 83.28 0.72 -10.97
    3-Year 85.93 0.83 -2.57
    5-Year 84.35 0.88 -1.32
    10-Year — — —

    MSCI EAFE NR USD

    Trailing data as of 10/31/2009