Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMLPX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS I SHARES) | NA | -5.42% | -11.71% | NA | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 04/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMLPX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS I SHARES) | 04/07/2015 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.42 | -11.71 | NA | NA | NA | NA | … | … | -15.78 | -15.80 | -9.16 | 25.49 | -37.60 |
| Sharpe Ratio | NA | -1.03 | -0.69 | NA | NA | NA | NA | … | … | -1.09 | -0.64 | -0.47 | 0.68 | -1.39 |
| Standard Deviation(%) | NA | 15.87 | 21.49 | NA | NA | NA | NA | … | … | 15.85 | 26.63 | 20.75 | 37.11 | 33.95 |
| Draw Down(%) | NA | 26.78 | 43.24 | NA | NA | NA | NA | … | … | 26.78 | 31.74 | 30.21 | 33.72 | 47.89 |
| Yield(%) | 0.00 | 5.81 | 5.13 | 3.11 | 1.55 | 1.04 | 0.78 | … | … | 5.74 | 6.31 | 6.15 | 4.42 | 1.60 |
Data as of 12/30/2019, Common starting date is 04/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMLPX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS I SHARES) |
-10.81%
May 2015 – May 2018 |
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 |
|---|---|---|---|---|
| JMLPX (JAMES ALPHA YORKVILLE MLP PORTFOLIO JAMES ALPHA YORKVILLE MLP PORTFOLIO CLASS I SHARES) |
6.14%
Jan 2016 – Jan 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart