James Aggressive Financials
We strongly advise to harness James Aggressive fundamental analysis to find out if markets are presently mispricing the fund. Simply put you can make use of it to find out if James Aggressive All is indeed mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to analyze thirteen available reported financial drivers for James Aggressive All, which can be compared to its competitors.
James |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
James Aggressive Fund Summary
James Aggressive competes with Putnam Global, Prudential Financial, Blackstone Secured, Financial Industries, and Vanguard Financials. 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.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | James Advantage Funds |
| Mutual Fund Family | James Advantage |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 995 2637 |
| Currency | USD - US Dollar |
James Aggressive Key Financial Ratios
James Financial Ratios 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 686.58 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.James Aggressive All Systematic Risk
James Aggressive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. James Aggressive volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on James Aggressive All correlated with the market. If Beta is less than 0 James Aggressive generally moves in the opposite direction as compared to the market. If James Aggressive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one James Aggressive All is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of James Aggressive is generally in the same direction as the market. If Beta > 1 James Aggressive moves generally in the same direction as, but more than the movement of the benchmark.
James Aggressive January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of James Aggressive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of James Aggressive Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of James Aggressive Allocation based on widely used predictive technical indicators. In general, we focus on analyzing James Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build James Aggressive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8907 | |||
| Information Ratio | 0.0027 | |||
| Maximum Drawdown | 4.29 | |||
| Value At Risk | (0.97) | |||
| Potential Upside | 1.06 |
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.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments | |
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |