Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFOIX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS I) | NA | 16.17% | 11.01% | NA | NA | NA | NA | … | … |
Data as of 11/19/2021, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFOIX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS I) | 07/06/2017 | 11/19/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.17 | 11.01 | NA | NA | NA | NA | … | … | -14.73 | 10.13 | 19.37 | -10.02 | -44.67 |
| Sharpe Ratio | NA | -0.39 | 0.06 | NA | NA | NA | NA | … | … | -0.60 | 0.38 | 2.08 | -0.99 | -0.75 |
| Standard Deviation(%) | NA | 26.05 | 21.91 | NA | NA | NA | NA | … | … | 27.46 | 25.72 | 8.64 | 11.49 | 94.28 |
| Draw Down(%) | NA | 24.06 | 29.81 | NA | NA | NA | NA | … | … | 24.06 | 29.81 | 4.63 | 17.47 | 48.18 |
| Yield(%) | 0.00 | 27.05 | 11.41 | 3.65 | 1.83 | 1.22 | 0.91 | … | … | 25.09 | 1.18 | 1.28 | 2.16 | 0.28 |
Data as of 11/19/2021, 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 |
|---|---|---|---|---|
| JFOIX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS I) |
1.84%
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 |
|---|---|---|---|---|
| JFOIX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS I) |
10.97%
Oct 2018 – Oct 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart