James Small Cap Fund Market Value
| JASCX Fund | USD 45.03 0.46 1.01% |
| Symbol | James |
James Small '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 Small'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 Small.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in James Small on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding James Small Cap or generate 0.0% return on investment in James Small over 90 days. James Small is related to or competes with Toews Tactical, American Beacon, Simt Mid, Simt Mid, Simt Mid, Guggenheim Large, and Baird Smallcap. The fund invests primarily in equity securities of foreign and domestic companies that the Adviser believes are underval... More
James Small 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 Small'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 Small Cap upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.8581 | |||
| Information Ratio | 0.1207 | |||
| Maximum Drawdown | 5.62 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 1.67 |
James Small Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for James Small's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as James Small's standard deviation. In reality, there are many statistical measures that can use James Small historical prices to predict the future James Small's volatility.| Risk Adjusted Performance | 0.128 | |||
| Jensen Alpha | 0.1234 | |||
| Total Risk Alpha | 0.1107 | |||
| Sortino Ratio | 0.1445 | |||
| Treynor Ratio | 0.1582 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of James Small's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
James Small March 3, 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 | 0.128 | |||
| Market Risk Adjusted Performance | 0.1682 | |||
| Mean Deviation | 0.7702 | |||
| Semi Deviation | 0.7029 | |||
| Downside Deviation | 0.8581 | |||
| Coefficient Of Variation | 601.21 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.05 | |||
| Information Ratio | 0.1207 | |||
| Jensen Alpha | 0.1234 | |||
| Total Risk Alpha | 0.1107 | |||
| Sortino Ratio | 0.1445 | |||
| Treynor Ratio | 0.1582 | |||
| Maximum Drawdown | 5.62 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 1.67 | |||
| Downside Variance | 0.7364 | |||
| Semi Variance | 0.4941 | |||
| Expected Short fall | (0.94) | |||
| Skewness | 0.6238 | |||
| Kurtosis | 1.78 |
James Small Cap Backtested Returns
At this stage we consider James Mutual Fund to be very steady. James Small Cap holds Efficiency (Sharpe) Ratio of 0.17, which attests that the entity had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for James Small Cap, which you can use to evaluate the volatility of the entity. Please check out James Small's Downside Deviation of 0.8581, risk adjusted performance of 0.128, and Market Risk Adjusted Performance of 0.1682 to validate if the risk estimate we provide is consistent with the expected return of 0.18%. The fund retains a Market Volatility (i.e., Beta) of 1.02, which attests to a somewhat significant risk relative to the market. James Small returns are very sensitive to returns on the market. As the market goes up or down, James Small is expected to follow.
Auto-correlation | 0.26 |
Poor predictability
James Small Cap has poor predictability. Overlapping area represents the amount of predictability between James Small time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 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 Small Cap price movement. The serial correlation of 0.26 indicates that nearly 26.0% of current James Small price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.26 | |
| Spearman Rank Test | 0.31 | |
| Residual Average | 0.0 | |
| Price Variance | 0.51 |
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 Small 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 Small security.
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