Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFOSX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS S SHARES) | NA | -9.52% | 2.33% | 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 |
|---|---|---|
| JFOSX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS S SHARES) | 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 | -9.52 | 2.33 | NA | NA | NA | NA | … | … | -14.11 | 10.47 | 19.63 | -9.43 | -29.76 |
| Sharpe Ratio | NA | -0.36 | 0.08 | NA | NA | NA | NA | … | … | -0.56 | 0.40 | 2.10 | -0.94 | -0.86 |
| Standard Deviation(%) | NA | 26.72 | 22.15 | NA | NA | NA | NA | … | … | 28.19 | 25.65 | 8.67 | 11.46 | 60.99 |
| Draw Down(%) | NA | 23.17 | 29.82 | NA | NA | NA | NA | … | … | 23.17 | 29.82 | 4.74 | 16.97 | 34.58 |
| Yield(%) | 0.00 | 26.68 | 11.32 | 4.63 | 2.31 | 1.54 | 1.16 | … | … | 24.73 | 1.17 | 1.27 | 2.16 | 0.36 |
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 |
|---|---|---|---|---|
| JFOSX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS S SHARES) |
-0.07%
Aug 2018 – Aug 2021 |
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 |
|---|---|---|---|---|
| JFOSX (JAMES ALPHA FAMILY OFFICE PORTFOLIO JAMES ALPHA FAMILY OFFICE PORTFOLIO CLASS S SHARES) |
9.80%
Jun 2018 – Jun 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart