FundX Investment ETF (XRLX) Performance
XRLX total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.7% since Dec 31, 2025
- 1 year
- +5.9% total return
- 3 years
- +13.2% a year
- Since first price
- +12.3% a year since 2023
XRLX trailing returns vs AGG, TLT, SPY
| Period | XRLX total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −2.3% | −2.3% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.1% | −0.1% | −0.4% | −1.0% | +3.2% |
| 6 months | +2.3% | +2.3% | −1.5% | −3.8% | +7.8% |
| YTD | +4.7% | +4.7% | −1.0% | −3.4% | +12.3% |
| 1 year | +5.9% | +3.1% | −1.1% | −6.9% | +14.4% |
| 3 years | +45.1%+13.2%/yr | +36.6% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 9, 2023 | +42.3%+12.3%/yr | +34.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: XRLX vs AGG
From Oct 9, 2023: XRLX grew to $14,225, AGG to $11,490.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
XRLX returns by calendar year
2 of 2 full years positive. Best 2024 (+17.6%), worst 2025 (+7.9%). 2026 is year to date.
XRLX annual returns table
| Year | XRLX | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +4.7% | −6.3% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.9% | −15.3% | +7.2% | +4.3% | +17.7% |
| 2024 | +17.6% | −7.2% | +1.3% | −8.1% | +24.9% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
XRLX largest drawdowns
Now 3.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 14, 2025 | −15.3% | Apr 8, 2025 | Aug 8, 2025 | 53 days | 6 months |
| Jul 10, 2024 | −7.2% | Aug 5, 2024 | Sep 19, 2024 | 26 days | 2 months |
| Feb 25, 2026 | −6.3% | Mar 30, 2026 | Apr 15, 2026 | 33 days | 49 days |
| Jun 2, 2026 | −5.7% | Jul 29, 2026 | not yet | 57 days | 5 months so far |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
XRLX risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +14.5% |
| Volatility (annualized) | 8.9% |
| Sharpe ratio | 1.10 |
| Sortino ratio | 1.90 |
| Best month | +6.3% |
| Worst month | −5.2% |
| Best 12 months | +24.7% |
| Worst 12 months | +4.9% |
| Positive months | 74% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
XRLX rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 25 | +4.9% | +8.8% | +24.7% | 100% |
| 3-year (a year) | 1 | +13.4% | +13.4% | +13.4% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
XRLX performance overview
FundX Investment ETF (XRLX) returned +5.9% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +12.3% a year, turning $10,000 into about $14,225. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −15.3%, from Feb 14, 2025 to Apr 8, 2025, and it took 4 months to get back to the old high. Volatility has been 8.9% a year.
Related: XRLX chart, XRLX holdings, XRLX dividends, XRLX bond profile. See the XRLX overview for the latest quote and fund facts.
XRLX performance FAQ
What is the XRLX return over the past year?
XRLX returned +5.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 3.1%.
How much would $10,000 invested in XRLX be worth?
$10,000 invested in XRLX at its first recorded close on October 9, 2023 would be worth about $14,225 on October 23, 2026 with distributions reinvested.
What was the worst year for XRLX?
The worst calendar year was 2025, with a total return of +7.9%. The best was 2024 at +17.6%.
What is the biggest drawdown of XRLX?
The largest peak-to-trough decline was −15.3% between February 14, 2025 and April 8, 2025. It recovered to the old high on August 8, 2025, 4 months after the bottom.
How volatile is XRLX?
Over the past history XRLX had an annualized volatility of 8.9% and a Sharpe ratio of 1.10 (excess return over 1–3 month T-bills per unit of risk).