James Alpha Financial Statements From 2010 to 2024
| JDAEX Fund | USD 13.25 0.03 0.23% |
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.
James |
James Alpha Managed Mutual Fund One Year Return Analysis
James Alpha's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current James Alpha One Year Return | 20.84 % |
Most of James Alpha's fundamental indicators, such as One 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 Managed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
| Competition |
Based on the recorded statements, James Alpha Managed has an One Year Return of 20.835%. This is much higher than that of the James Alpha Advisors family and significantly higher than that of the Options Trading category. The one year return for all United States funds is notably lower than that of the firm.
James Alpha Managed 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 Managed is rated second overall fund in year to date return among similar funds. It also is rated second overall fund in one year return among similar funds reporting about 1.18 of One Year Return per Year To Date Return. 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.About James Alpha Financial Statements
James Alpha investors use historical fundamental indicators, such as James Alpha'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 Alpha. Please read more on our technical analysis and fundamental analysis pages.
The fund invests at least 80 percent of its net assets in equity securities of U.S. issuers or investments that provide exposure to equity securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It will seek to achieve its objective by combining a long equity strategy with an options hedging strategy that seeks to provide protection during significant equity market downturns.
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.Other Information on Investing in James Mutual Fund
James Alpha 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 Alpha security.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Global Correlations Find global opportunities by holding instruments from different markets |