Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFOCX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS C) | NA | 1.56% | 9.22% | NA | NA | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 07/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFOCX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS C) | 07/10/2017 | 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 | 1.56 | 9.22 | NA | NA | NA | NA | … | … | 0.00 | 3.01 | 8.95 | 18.12 | -12.30 | 6.23 |
| Sharpe Ratio | NA | 0.28 | 0.54 | NA | NA | NA | NA | … | … | NA | 0.53 | 0.34 | -0.59 | -2.93 | -1.50 |
| Standard Deviation(%) | NA | 5.58 | 15.96 | NA | NA | NA | NA | … | … | NA | 6.00 | 25.75 | 8.64 | 11.58 | 4.55 |
| Draw Down(%) | NA | 3.58 | 29.89 | NA | NA | NA | NA | … | … | NA | 3.58 | 29.89 | 4.67 | 19.57 | 1.77 |
| Yield(%) | 0.00 | 0.00 | 0.11 | 0.41 | 0.21 | 0.14 | 0.10 | … | … | 0.00 | 0.00 | 0.18 | 0.11 | 1.40 | 0.25 |
Data as of 01/07/2022, Common starting date is 07/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFOCX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS C) |
0.82%
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 |
|---|---|---|---|---|
| JFOCX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS C) |
9.89%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart