James Aggressive Financial Statements From 2010 to 2024
| JAVAX Fund | USD 14.61 0.02 0.14% |
Check James Aggressive financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among James Aggressive'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 Aggressive Valuation or Volatility modules.
James |
James Aggressive Allocation Mutual Fund Year To Date Return Analysis
James Aggressive's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current James Aggressive Year To Date Return | 21.61 % |
Most of James Aggressive's fundamental indicators, such as Year To Date 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 Aggressive Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
According to the company's disclosures, James Aggressive Allocation has a Year To Date Return of 21.608%. This is much higher than that of the James Advantage family and significantly higher than that of the Allocation--70% to 85% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
James Aggressive All Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining James Aggressive's current stock value. Our valuation model uses many indicators to compare James Aggressive value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across James Aggressive competition to find correlations between indicators driving James Aggressive's intrinsic value. More Info.James Aggressive Allocation is currently considered the top fund in annual yield among similar funds. It also is currently considered the top fund in year to date return among similar funds creating about 4,001 of Year To Date Return per Annual Yield. 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 Aggressive's earnings, one of the primary drivers of an investment's value.About James Aggressive Financial Statements
James Aggressive investors use historical fundamental indicators, such as James Aggressive's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in James Aggressive. Please read more on our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are undervalued, and in high quality fixed income securities. James Aggressive is traded on NASDAQ Exchange in the United States.
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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.Other Information on Investing in James Mutual Fund
James Aggressive financial ratios help investors to determine whether James Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in James with respect to the benefits of owning James Aggressive security.
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