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Invest TodayINCEPTION (05/03/2018)
3 YRS
AVG. ANNUAL RETURN
8.77%
S&P RETURN
6.98%
(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: 07/02/2020)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DXF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | 2.84% | 3.12% | -9.85% | 24.53% | -7.87% | 8.22% | 1.48% | - | - | - | - | - | 20.45% | -2.13% |
| 2019 | 18.56% | 12.77% | 1.20% | 3.28% | -16.44% | 10.35% | 2.19% | -3.03% | 1.10% | 8.63% | 5.33% | 2.03% | 50.69% | 31.49% |
| 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: 12/31/2019)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | DXF YTD | S&P (TR) YTD |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | 17.87% | 12.42% | 0.75% | 3.42% | -16.16% | 10.18% | 2.13% | -4.16% | 0.75% | 8.97% | 5.32% | 2.24% | 47.59% | 31.49% |
| 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.
DXF Top 5 Holdings (As Of: 07/06/2020)
| Symbol | Name | % Fund |
|---|---|---|
| BKNG | BOOKING HOLDINGS ... | 7.35% |
| DXCM | DEXCOM INC COM | 7.03% |
| ORLY | O REILLY AUTOMOTI... | 6.66% |
| ANSS | ANSYS INC | 6.54% |
| ROKU | ROKU INC COM CL A | 6.39% |
| Total | 33.97% |