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FundX Conservative ETF
XRLX performance and flow charts
Performance
Flows
Historic performance and flows
Data as of September 18, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | -0.33% | -0.98% | +6.57% | +8.58% | ||
| Flows | -$979K | -$2M | -$5M | -$7M | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | FundX |
| N° of holdings | 0 |
| Dividend policy | Distributing |
Trailing 12m distribution yield | Join for free |
| Inception date | October 9, 2023 |
| ESG | No |
More data and info about XRLX on Trackinsight
Exposure
Data as of January 1, 1970Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +10.96% | +9.86% | ||
Max drawdown | -4.98% | -6.23% | ||
Max drawdown duration | 51d | 48d | N/A | N/A |
Time to recover | 15d | 19d | N/A | N/A |
What type of ETF is XRLX?
XRLX is a Active ETF that provides exposure to Equity and Fixed Income assets. It is managed by FundX.
What does XRLX invest in?
This ETF provides exposure to Equities and Bonds. It is part of the segment: Multi-Asset: Conservative.
What is the expense ratio of XRLX?
The total expense ratio (TER) of XRLX is 1.2%, representing the annual fee charged by the fund manager.
When was XRLX launched?
XRLX was launched on October 9, 2023, marking its entry into the ETF market.
Who is the issuer of XRLX?
XRLX is issued by FundX.
What is the AUM of XRLX?
As of September 18, 2026, XRLX manages $47.99 M, reflecting the total assets held in the fund.
How has XRLX performed recently?
As of September 18, 2026, XRLX delivered a return of -0.33% over the past month (1M performance), -0.98% over the past three months (3M), and 6.57% year-to-date (YTD).
What are the recent fund flows for XRLX?
As of September 18, 2026, XRLX has seen net flows of -$979K in the past month (1M flow) and -$5M year-to-date (YTD).
Does XRLX pay dividends?
As of September 18, 2026, XRLX has a trailing 12-month distribution yield of 2.61%.
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