Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAZZX (JAMES LONG-SHORT FUND JAMES LONG-SHORT FUND) | NA | -5.92% | 2.91% | 0.35% | NA | NA | NA | … | … |
Data as of 06/18/2019, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAZZX (JAMES LONG-SHORT FUND JAMES LONG-SHORT FUND) | 06/23/2011 | 06/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.92 | 2.91 | 0.35 | NA | NA | NA | … | … | 9.80 | -17.06 | 13.48 | 2.19 | -4.88 | 8.07 | 24.54 | 8.11 | -3.85 |
| Sharpe Ratio | NA | -0.60 | 0.19 | -0.02 | NA | NA | NA | … | … | 2.52 | -1.30 | 1.64 | 0.17 | -0.32 | 0.77 | 2.52 | 0.84 | -0.26 |
| Standard Deviation(%) | NA | 12.36 | 10.89 | 12.05 | NA | NA | NA | … | … | 8.29 | 14.12 | 7.85 | 11.79 | 15.52 | 10.43 | 9.73 | 9.65 | 28.12 |
| Draw Down(%) | NA | 20.11 | 24.47 | 24.47 | NA | NA | NA | … | … | 3.03 | 24.47 | 3.67 | 7.70 | 14.68 | 7.73 | 5.99 | 7.98 | 18.28 |
| Yield(%) | 0.00 | 20.53 | 8.02 | 4.50 | 3.14 | 2.09 | 1.57 | … | … | 23.57 | 0.36 | 0.34 | 0.00 | 0.00 | 0.00 | 0.00 | 0.40 | 0.15 |
Data as of 06/18/2019, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAZZX (JAMES LONG-SHORT FUND JAMES LONG-SHORT FUND) |
-1.29%
Dec 2015 – Dec 2018 |
-0.23%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAZZX (JAMES LONG-SHORT FUND JAMES LONG-SHORT FUND) |
16.51%
Sep 2011 – Sep 2014 |
8.54%
Nov 2012 – Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart