James Alpha Financial Statements From 2010 to 2026
James Alpha's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing James Alpha's valuation are provided below:James Alpha Hedged does not presently have any fundamental trends for analysis.
This module can also supplement various James Alpha Technical models . Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
Check James Alpha financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among James Alpha's main balance sheet or income statement drivers, such as , as well as many indicators such as . James financial statements analysis is a perfect complement when working with James Alpha Valuation or Volatility modules.
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James Alpha Hedged Mutual Fund Five Year Return Analysis
James Alpha's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current James Alpha Five Year Return | 1.98 % |
Most of James Alpha's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, James Alpha Hedged is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
CompetitionAccording to the company disclosure, James Alpha Hedged has a Five Year Return of 1.98%. This is much higher than that of the James Alpha Advisors family and significantly higher than that of the Nontraditional Bond category. The five year return for all United States funds is notably lower than that of the firm.
James Alpha Hedged Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining James Alpha's current stock value. Our valuation model uses many indicators to compare James Alpha value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across James Alpha competition to find correlations between indicators driving James Alpha's intrinsic value. More Info.James Alpha Hedged is currently considered the top fund in one year return among similar funds. It also is currently considered the top fund in three year return among similar funds . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the James Alpha's earnings, one of the primary drivers of an investment's value.Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Risk vs Return Analysis to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Other Consideration for investing in James Mutual Fund
If you are still planning to invest in James Alpha Hedged check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the James Alpha's history and understand the potential risks before investing.
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