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Invest TodayINCEPTION (05/03/2018)
0.89 YRS
AVG. ANNUAL RETURN
-3.42%
S&P RETURN
5.89%
(DXF) DXF2 Fund
DXF Growth of $10,000
DXF Model*
S&P 500 (TR)
*Model Data Transitioned to FOLIOfn on 09/28/2018
DXF Model Month By Month (As Of: 03/15/2019)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DXF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 18.56% | 12.77% | 1.94% | - | - | - | - | - | - | - | - | - | 36.29% | 13.11% |
| 2018 | - | - | - | - | 1.33% | 5.19% | -9.64% | 1.04% | -1.35% | -12.39% | 3.36% | -18.16% | -28.86% | -3.36% |
Returns greater than 5%
Returns less than -5%
DXF Composite Month By Month (As Of: 02/28/2019)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DXF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 17.87% | 12.42% | - | - | - | - | - | - | - | - | - | - | 32.51% | 11.48% |
| 2018 | - | - | - | - | - | - | -3.80% | 0.51% | 0.53% | -11.10% | 1.97% | -18.37% | -28.07% | -10.19% ** |
Returns greater than 5%
Returns less than -5%
**The S&P return represents the same partial year performance period as the composite.