Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JARIX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) | 8.63% | 5.51% | 7.81% | -2.53% | 2.76% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JARIX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) | 08/02/2011 | 06/05/2026 |
| 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | 5.51 | 7.81 | -2.53 | 2.76 | NA | NA | … | … | 8.63 | 5.86 | 0.90 | 7.19 | -27.22 | 13.59 | -6.11 | 31.80 | -8.48 | 15.53 | 5.50 | 2.67 | 9.69 | 3.35 | 34.17 | -9.90 |
| Sharpe Ratio | NA | 0.39 | 0.40 | -0.26 | 0.08 | NA | NA | … | … | 1.76 | 0.20 | -0.21 | 0.20 | -1.30 | 1.09 | -0.17 | 3.28 | -0.93 | 2.14 | 0.36 | 0.23 | 1.30 | 0.28 | 3.41 | -0.82 |
| Standard Deviation(%) | NA | 11.74 | 14.83 | 16.57 | 17.63 | NA | NA | … | … | 13.77 | 14.74 | 13.12 | 17.77 | 22.06 | 12.39 | 36.35 | 9.25 | 10.68 | 6.99 | 14.60 | 11.29 | 7.42 | 11.78 | 10.08 | 27.13 |
| Draw Down(%) | NA | 12.06 | 17.62 | 39.89 | 40.52 | NA | NA | … | … | 12.06 | 12.02 | 12.92 | 23.98 | 34.56 | 6.31 | 40.52 | 5.12 | 14.71 | 4.02 | 12.59 | 11.85 | 8.29 | 14.79 | 8.58 | 20.19 |
| Yield(%) | 0.00 | 2.58 | 2.74 | 1.80 | 4.44 | 5.96 | 4.47 | … | … | 0.00 | 3.34 | 2.95 | 2.38 | 0.86 | 2.98 | 1.97 | 13.62 | 8.37 | 8.99 | 7.90 | 10.18 | 10.39 | 11.11 | 13.01 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARIX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) |
-9.96%
Apr 2021 – Apr 2024 |
-3.44%
Dec 2019 – Dec 2024 |
1.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARIX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) |
16.66%
Sep 2011 – Sep 2014 |
12.36%
Sep 2011 – Sep 2016 |
10.17%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart