Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAMLX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS A SHARES) | NA | -5.59% | -11.85% | NA | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 04/01/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAMLX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS A SHARES) | 04/01/2015 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.59 | -11.85 | NA | NA | NA | NA | … | … | -5.59 | -20.04 | -9.28 | 25.17 | -37.48 |
| Sharpe Ratio | NA | -0.39 | -0.68 | NA | NA | NA | NA | … | … | -0.46 | -1.01 | -0.48 | 0.67 | -1.38 |
| Standard Deviation(%) | NA | 15.12 | 19.17 | NA | NA | NA | NA | … | … | 15.11 | 21.06 | 20.81 | 37.01 | 33.72 |
| Draw Down(%) | NA | 21.16 | 41.12 | NA | NA | NA | NA | … | … | 21.16 | 28.79 | 30.40 | 33.72 | 47.92 |
| Yield(%) | 0.00 | 5.60 | 4.94 | 2.99 | 1.49 | 1.00 | 0.75 | … | … | 5.54 | 6.08 | 5.90 | 4.14 | 1.53 |
Data as of 12/30/2019, Common starting date is 04/01/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMLX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS A SHARES) |
-10.99%
May 2015 – May 2018 |
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 |
|---|---|---|---|---|
| JAMLX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS A SHARES) |
6.00%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart