Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAECX (JAMES ALPHA EVENT DRIVEN PORTFOLIO JAMES ALPHA EVENT DRIVEN PORTFOLIO CLASS C SHARES) | NA | 9.08% | 0.45% | NA | NA | NA | NA | … | … |
Data as of 05/24/2021, Common starting date is 08/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAECX (JAMES ALPHA EVENT DRIVEN PORTFOLIO JAMES ALPHA EVENT DRIVEN PORTFOLIO CLASS C SHARES) | 08/08/2017 | 05/24/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.08 | 0.45 | NA | NA | NA | NA | … | … | -8.67 | 1.60 | 14.72 | -4.31 | 3.71 |
| Sharpe Ratio | NA | 0.67 | -0.03 | NA | NA | NA | NA | … | … | -0.99 | 0.07 | 2.75 | -0.87 | 3.15 |
| Standard Deviation(%) | NA | 14.93 | 14.26 | NA | NA | NA | NA | … | … | 21.05 | 19.62 | 4.84 | 6.48 | 2.81 |
| Draw Down(%) | NA | 12.96 | 26.79 | NA | NA | NA | NA | … | … | 12.96 | 26.79 | 2.77 | 8.64 | 1.36 |
| Yield(%) | 0.00 | 0.00 | 3.96 | 2.59 | 1.30 | 0.86 | 0.65 | … | … | 0.00 | 0.00 | 10.31 | 2.28 | 0.68 |
Data as of 05/24/2021, Common starting date is 08/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAECX (JAMES ALPHA EVENT DRIVEN PORTFOLIO JAMES ALPHA EVENT DRIVEN PORTFOLIO CLASS C SHARES) |
0.38%
Oct 2017 – Oct 2020 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAECX (JAMES ALPHA EVENT DRIVEN PORTFOLIO JAMES ALPHA EVENT DRIVEN PORTFOLIO CLASS C SHARES) |
5.13%
Mar 2018 – Mar 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart