Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JALCX (James Equity) | NA | 15.92% | -7.21% | -0.76% | NA | NA | NA | … | … |
Data as of 08/03/2010, Common starting date is 12/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JALCX (James Equity) | 12/04/2000 | 08/03/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.92 | -7.21 | -0.76 | NA | NA | NA | … | … | 7.00 | 20.96 | -39.80 | 3.62 | 16.18 | 15.03 | 22.78 | 26.64 | -19.92 | -24.43 | 1.43 |
| Sharpe Ratio | NA | 1.23 | -0.29 | -0.11 | NA | NA | NA | … | … | 0.99 | 0.88 | -1.09 | 0.02 | 0.86 | 0.91 | 1.80 | 1.79 | -0.96 | -1.14 | 0.31 |
| Standard Deviation(%) | NA | 12.83 | 27.52 | 23.36 | NA | NA | NA | … | … | 12.35 | 23.63 | 37.24 | 19.24 | 14.91 | 14.07 | 12.11 | 14.51 | 22.05 | 23.85 | 56.99 |
| Draw Down(%) | NA | 7.69 | 55.28 | 56.05 | NA | NA | NA | … | … | 7.69 | 23.76 | 50.80 | 14.20 | 12.32 | 10.47 | 8.59 | 10.60 | 27.19 | 37.97 | 16.35 |
| Yield(%) | 0.00 | 2.60 | 3.25 | 2.46 | 1.41 | 0.94 | 0.70 | … | … | 2.24 | 0.81 | 7.61 | 0.38 | 0.16 | 0.40 | 0.53 | 0.65 | 0.20 | 0.00 | 0.00 |
Data as of 08/03/2010, Common starting date is 12/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALCX (James Equity) |
-16.56%
Feb 2006 – Feb 2009 |
-2.61%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JALCX (James Equity) |
26.37%
Mar 2003 – Mar 2006 |
17.21%
Oct 2002 – Oct 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart