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 Yorkville does not presently have any fundamental trends for analysis.
This module can also supplement various James Alpha Technical models . Check out Correlation 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 unemployment.
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 Yorkville Mutual Fund Three Year Return Analysis
James Alpha's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current James Alpha Three Year Return | (10.79) % |
Most of James Alpha's fundamental indicators, such as Three 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 Yorkville is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
CompetitionBased on the latest financial disclosure, James Alpha Yorkville has a Three Year Return of -10.79%. This is much lower than that of the Saratoga family and significantly lower than that of the Energy Limited Partnership category. The three year return for all United States funds is notably higher than that of the company.
James Alpha Yorkville 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 Yorkville is number one fund in one year return among similar funds. It also is number one 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 Correlation 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 unemployment. You can also try the Investing Opportunities module to build portfolios using our predefined set of ideas and optimize them against your investing preferences.
Other Consideration for investing in James Mutual Fund
If you are still planning to invest in James Alpha Yorkville 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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