Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JACRX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) | 8.51% | 4.60% | 6.70% | -3.43% | 1.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/10/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JACRX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) | 01/10/2012 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.40 | 4.60 | 6.70 | -3.43 | 1.57 | NA | NA | … | … | 8.51 | 4.63 | -0.30 | 5.95 | -28.14 | 12.03 | -7.44 | 30.21 | -9.57 | 14.20 | 4.46 | 1.47 | 8.42 | 2.16 | 31.97 |
| Sharpe Ratio | NA | 0.29 | 0.32 | -0.33 | 0.01 | NA | NA | … | … | 1.70 | 0.12 | -0.30 | 0.13 | -1.34 | 0.96 | -0.21 | 3.11 | -1.03 | 1.94 | 0.29 | 0.13 | 1.13 | 0.18 | 3.29 |
| Standard Deviation(%) | NA | 11.76 | 14.85 | 16.64 | 17.68 | NA | NA | … | … | 13.71 | 14.82 | 13.15 | 17.82 | 22.16 | 12.48 | 36.42 | 9.23 | 10.72 | 7.01 | 14.59 | 11.33 | 7.42 | 11.75 | 10.08 |
| Draw Down(%) | NA | 11.99 | 18.14 | 41.71 | 41.71 | NA | NA | … | … | 11.99 | 12.18 | 13.13 | 24.64 | 35.21 | 6.86 | 40.60 | 5.33 | 15.04 | 4.08 | 12.65 | 12.27 | 8.46 | 14.92 | 8.63 |
| Yield(%) | 0.00 | 2.16 | 1.99 | 1.28 | 3.82 | 5.80 | 4.35 | … | … | 0.00 | 2.64 | 2.25 | 1.39 | 0.36 | 2.21 | 1.42 | 12.89 | 7.72 | 8.05 | 7.22 | 9.27 | 9.48 | 10.29 | 12.34 |
Data as of 06/04/2026, Common starting date is 01/10/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JACRX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) |
-11.09%
Apr 2021 – Apr 2024 |
-4.68%
Dec 2019 – Dec 2024 |
0.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JACRX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) |
13.35%
May 2012 – May 2015 |
9.24%
May 2012 – May 2017 |
6.49%
Feb 2012 – Feb 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart