James Balanced Golden Fund Market Value
| GLRIX Fund | USD 24.15 0.07 0.29% |
| Symbol | James |
James Balanced 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to James Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of James Balanced.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in James Balanced on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding James Balanced Golden or generate 0.0% return on investment in James Balanced over 90 days. James Balanced is related to or competes with American Funds, Deutsche Equity, Balanced Fund, Cboe Vest, Segall Bryant, Huber Capital, and Cboe Vest. Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the A... More
James Balanced Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure James Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess James Balanced Golden upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.4684 | |||
| Information Ratio | 0.1019 | |||
| Maximum Drawdown | 4.9 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.725 |
James Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for James Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as James Balanced's standard deviation. In reality, there are many statistical measures that can use James Balanced historical prices to predict the future James Balanced's volatility.| Risk Adjusted Performance | 0.136 | |||
| Jensen Alpha | 0.0847 | |||
| Total Risk Alpha | 0.0723 | |||
| Sortino Ratio | 0.1395 | |||
| Treynor Ratio | 0.2161 |
James Balanced February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.136 | |||
| Market Risk Adjusted Performance | 0.2261 | |||
| Mean Deviation | 0.3903 | |||
| Semi Deviation | 0.2268 | |||
| Downside Deviation | 0.4684 | |||
| Coefficient Of Variation | 572.24 | |||
| Standard Deviation | 0.6408 | |||
| Variance | 0.4106 | |||
| Information Ratio | 0.1019 | |||
| Jensen Alpha | 0.0847 | |||
| Total Risk Alpha | 0.0723 | |||
| Sortino Ratio | 0.1395 | |||
| Treynor Ratio | 0.2161 | |||
| Maximum Drawdown | 4.9 | |||
| Value At Risk | (0.74) | |||
| Potential Upside | 0.725 | |||
| Downside Variance | 0.2194 | |||
| Semi Variance | 0.0514 | |||
| Expected Short fall | (0.48) | |||
| Skewness | 3.09 | |||
| Kurtosis | 18.39 |
James Balanced Golden Backtested Returns
At this stage we consider James Mutual Fund to be very steady. James Balanced Golden holds Efficiency (Sharpe) Ratio of 0.24, which attests that the entity had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for James Balanced Golden, which you can use to evaluate the volatility of the entity. Please check out James Balanced's Risk Adjusted Performance of 0.136, downside deviation of 0.4684, and Market Risk Adjusted Performance of 0.2261 to validate if the risk estimate we provide is consistent with the expected return of 0.15%. The fund retains a Market Volatility (i.e., Beta) of 0.47, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, James Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding James Balanced is expected to be smaller as well.
Auto-correlation | 0.61 |
Good predictability
James Balanced Golden has good predictability. Overlapping area represents the amount of predictability between James Balanced time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of James Balanced Golden price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current James Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.66 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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 Balanced 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 Balanced security.
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