Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JAMDX (JAMES MID CAP FUND JAMES MID CAP FUND) | NA | -13.14% | 2.45% | 0.63% | 9.61% | NA | NA | 5.16% |
Data as of 06/18/2019, AR inception is 07/07/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAMDX (JAMES MID CAP FUND JAMES MID CAP FUND) | 07/07/2006 | 06/18/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.14 | 2.45 | 0.63 | 9.61 | NA | NA | 5.16 | 14.72 | -24.49 | 14.66 | 5.33 | 0.86 | 5.77 | 32.19 | 12.90 | -2.15 | 22.44 | 27.59 | -33.43 | 1.64 | 6.14 |
| Sharpe Ratio | NA | -0.85 | 0.12 | 0.00 | 0.55 | NA | NA | 0.20 | 2.50 | -1.37 | 1.30 | 0.36 | 0.06 | 0.45 | 2.43 | 0.92 | -0.08 | 1.18 | 1.01 | -0.86 | -0.08 | 0.74 |
| Standard Deviation(%) | NA | 17.37 | 14.61 | 14.52 | 16.74 | NA | NA | 20.25 | 13.26 | 18.91 | 10.83 | 14.09 | 14.69 | 12.79 | 13.24 | 14.15 | 27.23 | 18.94 | 27.11 | 39.65 | 17.43 | 13.06 |
| Draw Down(%) | NA | 29.50 | 32.96 | 32.96 | 32.96 | NA | NA | 55.14 | 5.38 | 32.96 | 5.35 | 10.35 | 9.84 | 12.33 | 8.02 | 11.70 | 25.30 | 14.18 | 26.72 | 49.84 | 13.97 | 5.90 |
| Yield(%) | 0.00 | 10.02 | 14.99 | 10.25 | 12.73 | 6.20 | 4.65 | 7.75 | 0.00 | 9.90 | 24.74 | 12.64 | 6.61 | 9.33 | 3.58 | 0.32 | 0.83 | 0.62 | 0.51 | 1.94 | 0.32 | 0.00 |
Data as of 06/18/2019, AR inception is 07/07/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMDX (JAMES MID CAP FUND JAMES MID CAP FUND) |
-8.79%
Jun 2007 - Jun 2010 |
-1.75%
May 2007 - May 2012 |
4.49%
May 2007 - May 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMDX (JAMES MID CAP FUND JAMES MID CAP FUND) |
25.49%
Feb 2009 - Feb 2012 |
22.48%
Feb 2009 - Feb 2014 |
11.82%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart