Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFOAX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS A) | NA | -2.03% | 9.00% | NA | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFOAX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS A) | 07/06/2017 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.03 | 9.00 | NA | NA | NA | NA | … | … | 0.00 | -0.55 | 9.79 | 20.79 | -10.30 | -17.05 |
| Sharpe Ratio | NA | -0.26 | 0.52 | NA | NA | NA | NA | … | … | NA | -0.07 | 0.37 | 2.23 | -1.00 | -0.86 |
| Standard Deviation(%) | NA | 7.78 | 16.25 | NA | NA | NA | NA | … | … | NA | 8.23 | 25.69 | 8.71 | 11.60 | 38.00 |
| Draw Down(%) | NA | 6.66 | 29.87 | NA | NA | NA | NA | … | … | NA | 6.66 | 29.87 | 4.61 | 17.73 | 23.11 |
| Yield(%) | 0.00 | 0.00 | 1.22 | 0.94 | 0.47 | 0.31 | 0.24 | … | … | 0.00 | 0.00 | 0.92 | 2.65 | 1.97 | 0.37 |
Data as of 01/07/2022, Common starting date is 07/06/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFOAX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS A) |
2.08%
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 |
|---|---|---|---|---|
| JFOAX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS A) |
9.66%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart