Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTHAX (JAMES ALPHA TOTAL HEDGE PORTFOLIO CLASS A SHARES) | NA | 13.18% | 3.17% | NA | NA | NA | NA | … | … |
Data as of 05/24/2021, Common starting date is 07/06/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTHAX (JAMES ALPHA TOTAL HEDGE PORTFOLIO CLASS A SHARES) | 07/06/2017 | 05/24/2021 |
| 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 | 13.18 | 3.17 | NA | NA | NA | NA | … | … | -5.23 | 11.04 | 7.44 | -6.77 | -52.21 |
| Sharpe Ratio | NA | 1.16 | 0.21 | NA | NA | NA | NA | … | … | -0.82 | 0.71 | 0.78 | -1.16 | -0.80 |
| Standard Deviation(%) | NA | 12.03 | 11.21 | NA | NA | NA | NA | … | … | 15.73 | 15.16 | 7.73 | 6.97 | 98.54 |
| Draw Down(%) | NA | 10.19 | 21.21 | NA | NA | NA | NA | … | … | 10.19 | 21.21 | 6.83 | 11.84 | 54.38 |
| Yield(%) | 0.00 | 1.91 | 2.56 | 0.81 | 0.41 | 0.27 | 0.20 | … | … | 0.00 | 1.76 | 3.87 | 2.41 | 0.39 |
Data as of 05/24/2021, 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 |
|---|---|---|---|---|
| JTHAX (JAMES ALPHA TOTAL HEDGE PORTFOLIO CLASS A SHARES) |
2.17%
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 |
|---|---|---|---|---|
| JTHAX (JAMES ALPHA TOTAL HEDGE PORTFOLIO CLASS A SHARES) |
6.49%
Apr 2018 – Apr 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart