FUNDX CONSERVATIVE ETF

Symbol: XRLX

Exchange: NYSE ARCA

Sector: Technology

Category: Tactical Allocation

Inception Date: 01/07/2002

Latest Date: 02/04/2026

Current Price: $44.99

Expense Ratio: 1.20%

Assets Under Management
$50.6M
0.00% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

-2.87%

Volatility

14.02%

Sharpe Ratio

-2.209

VaR 95%

-1.35%

CVaR 95%: -1.44%
Max Drawdown: -5.04%
Sortino Ratio: -4.023
Calmar Ratio: -5.42
Return

-2.21%

Volatility

10.45%

Sharpe Ratio

-1.177

VaR 95%

-1.12%

CVaR 95%: -1.32%
Max Drawdown: -6.28%
Sortino Ratio: -1.830
Calmar Ratio: -1.38
Return

-0.69%

Volatility

9.20%

Sharpe Ratio

-0.545

VaR 95%

-0.99%

CVaR 95%: -1.23%
Max Drawdown: -6.28%
Sortino Ratio: -0.784
Calmar Ratio: -0.22
Return

10.21%

Volatility

11.93%

Sharpe Ratio

0.555

VaR 95%

-0.99%

CVaR 95%: -1.72%
Max Drawdown: -6.28%
Sortino Ratio: 0.655
Calmar Ratio: 1.63
Return

17.50%

Volatility

11.74%

Sharpe Ratio

0.409

VaR 95%

-1.14%

CVaR 95%: -1.78%
Max Drawdown: -15.34%
Sortino Ratio: 0.501
Calmar Ratio: 0.55

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.042%

Best Day

6.396%

09/04/2025
Worst Day

-4.186%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $44.99 $44.99 $44.99 $44.99 100
01/04/2026 $44.90 $44.95 $44.90 $44.95 600
31/03/2026 $44.70 $44.70 $44.70 $44.70 200
30/03/2026 $43.84 $43.84 $43.84 $43.84 2,100
27/03/2026 $44.34 $44.34 $43.86 $43.86 300
26/03/2026 $44.49 $44.49 $44.28 $44.28 2,200
25/03/2026 $44.96 $44.96 $44.87 $44.89 3,000
24/03/2026 $44.64 $44.69 $44.57 $44.57 9,600
23/03/2026 $44.65 $44.87 $44.65 $44.87 300
20/03/2026 $44.77 $44.77 $44.41 $44.41 200