Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAHCX (JAMES ALPHA EHS PORTFOLIO JAMES ALPHA EHS PORTFOLIO CLASS C SHARES) | NA | 34.06% | 8.17% | 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 |
|---|---|---|
| JAHCX (JAMES ALPHA EHS PORTFOLIO JAMES ALPHA EHS 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 | 34.06 | 8.17 | NA | NA | NA | NA | … | … | 4.20 | 19.13 | 13.08 | -8.04 | -9.42 |
| Sharpe Ratio | NA | 2.87 | 0.52 | NA | NA | NA | NA | … | … | 0.96 | 0.91 | 1.56 | -0.91 | -0.82 |
| Standard Deviation(%) | NA | 12.44 | 14.13 | NA | NA | NA | NA | … | … | 11.56 | 20.69 | 7.50 | 10.29 | 27.70 |
| Draw Down(%) | NA | 6.40 | 25.28 | NA | NA | NA | NA | … | … | 6.40 | 25.28 | 4.47 | 14.98 | 15.25 |
| Yield(%) | 0.00 | 0.00 | 1.81 | 1.13 | 0.56 | 0.38 | 0.28 | … | … | 0.00 | 0.00 | 1.49 | 4.20 | 0.66 |
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 |
|---|---|---|---|---|
| JAHCX (JAMES ALPHA EHS PORTFOLIO JAMES ALPHA EHS PORTFOLIO CLASS C SHARES) |
3.37%
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 |
|---|---|---|---|---|
| JAHCX (JAMES ALPHA EHS PORTFOLIO JAMES ALPHA EHS PORTFOLIO CLASS C SHARES) |
8.68%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart