Performance analysis of XRLX (FUNDX CONSERVATIVE ETF)
Annual Return
Since Oct 9, 2023, XRLX has had an average annual return of +13.45%, underperforming the benchmark SPY, which returned +22.93% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.49% | +7.87% | +17.62% | +7.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.96% | +0.01% | -3.67% | +6.26% | +4.25% | -0.10% | -2.93% | +4.49% | |||||
| 2025 | +1.68% | -1.54% | -5.23% | -0.08% | +3.63% | +2.87% | +1.02% | +1.54% | +2.23% | +1.27% | +0.16% | +0.35% | +7.87% |
| 2024 | +1.49% | +3.27% | +1.52% | -3.05% | +3.68% | +3.73% | +0.08% | +1.65% | +1.87% | -1.15% | +3.94% | -0.43% | +17.62% |
| 2023 | -2.36% | +6.34% | +3.19% | +7.14% |
Drawdown analysis of XRLX (FUNDX CONSERVATIVE ETF)
The maximum drawdown for the XRLX was -15.34%, occurring on Apr 8, 2025. Recovery took 84 trading sessions.
The current XRLX drawdown is -3.58%.
Since Oct 9, 2023 XRLX has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.34% | Feb 14, 2025 | 36 | Apr 8, 2025 | 84 | Aug 8, 2025 | 120 |
| -7.16% | Jul 10, 2024 | 18 | Aug 5, 2024 | 32 | Sep 19, 2024 | 50 |
| -6.28% | Feb 25, 2026 | 23 | Mar 30, 2026 | 11 | Apr 15, 2026 | 34 |
| -4.48% | Mar 22, 2024 | 19 | Apr 19, 2024 | 18 | May 15, 2024 | 37 |
| -4.06% | Oct 11, 2023 | 12 | Oct 27, 2023 | 7 | Nov 7, 2023 | 19 |
| -3.63% | Dec 16, 2024 | 18 | Jan 14, 2025 | 6 | Jan 23, 2025 | 24 |
| -3.58% | Jun 2, 2026 | 32 | Jul 20, 2026 | Ongoing | Ongoing | Ongoing |
| -3.49% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -1.98% | Nov 8, 2024 | 5 | Nov 15, 2024 | 9 | Nov 29, 2024 | 14 |
| -1.92% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -1.91% | Jan 27, 2026 | 7 | Feb 5, 2026 | 13 | Feb 25, 2026 | 20 |
| -1.87% | Dec 27, 2023 | 5 | Jan 4, 2024 | 5 | Jan 11, 2024 | 10 |
| -1.79% | Jan 23, 2025 | 2 | Jan 27, 2025 | 13 | Feb 13, 2025 | 15 |
| -1.70% | Dec 10, 2025 | 5 | Dec 17, 2025 | 4 | Dec 23, 2025 | 9 |
| -1.67% | Jan 12, 2026 | 5 | Jan 20, 2026 | 4 | Jan 26, 2026 | 9 |
| -1.55% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.53% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.41% | Feb 9, 2024 | 7 | Feb 21, 2024 | 1 | Feb 22, 2024 | 8 |
| -1.16% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.15% | Sep 30, 2024 | 5 | Oct 7, 2024 | 2 | Oct 9, 2024 | 7 |
| -1.01% | May 28, 2024 | 2 | May 30, 2024 | 4 | Jun 5, 2024 | 6 |
| -1.00% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.00% | Mar 1, 2024 | 2 | Mar 5, 2024 | 2 | Mar 7, 2024 | 4 |
| -1.00% | Mar 12, 2024 | 3 | Mar 15, 2024 | 3 | Mar 20, 2024 | 6 |
| -0.98% | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 | Sep 5, 2025 | 5 |