Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JARSX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) | 9.00% | 5.80% | 8.02% | -0.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JARSX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) | 08/17/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.35 | 5.80 | 8.02 | -0.09 | NA | NA | NA | … | … | 9.00 | 5.89 | 1.03 | 7.34 | -24.10 | 22.57 | 1.09 | 32.08 | -8.19 | 5.61 |
| Sharpe Ratio | NA | 0.40 | 0.41 | -0.13 | NA | NA | NA | … | … | 1.78 | 0.20 | -0.20 | 0.21 | -1.16 | 1.96 | 0.02 | 3.31 | -0.90 | 2.50 |
| Standard Deviation(%) | NA | 11.74 | 14.86 | 16.46 | NA | NA | NA | … | … | 13.79 | 14.78 | 13.18 | 17.76 | 22.06 | 11.53 | 36.43 | 9.24 | 10.73 | 6.05 |
| Draw Down(%) | NA | 12.07 | 17.56 | 34.47 | NA | NA | NA | … | … | 12.07 | 12.01 | 12.89 | 23.89 | 32.86 | 6.10 | 40.53 | 5.14 | 14.64 | 2.33 |
| Yield(%) | 0.00 | 2.53 | 2.70 | 3.64 | 5.38 | 3.59 | 2.69 | … | … | 0.00 | 3.28 | 2.90 | 2.34 | 4.03 | 11.39 | 8.12 | 13.55 | 8.37 | 5.72 |
Data as of 06/04/2026, Common starting date is 08/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARSX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) |
-6.67%
Apr 2021 – Apr 2024 |
-0.27%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARSX (JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORTFOLIO JAMES ALPHA GLOBAL REAL ESTATE INVESTMENTS PORT) |
17.84%
Dec 2018 – Dec 2021 |
7.28%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart