James Aggressive Allocation Fund Market Value
| JAVAX Fund | USD 17.05 0.09 0.53% |
| Symbol | James |
James Aggressive '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 Aggressive'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 Aggressive.
| 12/02/2025 |
| 03/02/2026 |
If you would invest 0.00 in James Aggressive on December 2, 2025 and sell it all today you would earn a total of 0.00 from holding James Aggressive Allocation or generate 0.0% return on investment in James Aggressive over 90 days. James Aggressive is related to or competes with James Small, James Balanced, James Balanced, and James Micro. Under normal circumstances, the fund invests primarily in equity securities of foreign and domestic companies that the A... More
James Aggressive 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 Aggressive'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 Aggressive Allocation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6511 | |||
| Information Ratio | 0.0481 | |||
| Maximum Drawdown | 3.15 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 1.1 |
James Aggressive Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for James Aggressive's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as James Aggressive's standard deviation. In reality, there are many statistical measures that can use James Aggressive historical prices to predict the future James Aggressive's volatility.| Risk Adjusted Performance | 0.1404 | |||
| Jensen Alpha | 0.0577 | |||
| Total Risk Alpha | 0.0431 | |||
| Sortino Ratio | 0.0484 | |||
| Treynor Ratio | 0.1657 |
James Aggressive March 2, 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 | 0.1404 | |||
| Market Risk Adjusted Performance | 0.1757 | |||
| Mean Deviation | 0.5141 | |||
| Semi Deviation | 0.4343 | |||
| Downside Deviation | 0.6511 | |||
| Coefficient Of Variation | 538.78 | |||
| Standard Deviation | 0.654 | |||
| Variance | 0.4277 | |||
| Information Ratio | 0.0481 | |||
| Jensen Alpha | 0.0577 | |||
| Total Risk Alpha | 0.0431 | |||
| Sortino Ratio | 0.0484 | |||
| Treynor Ratio | 0.1657 | |||
| Maximum Drawdown | 3.15 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 1.1 | |||
| Downside Variance | 0.4239 | |||
| Semi Variance | 0.1886 | |||
| Expected Short fall | (0.58) | |||
| Skewness | (0.02) | |||
| Kurtosis | 1.29 |
James Aggressive All Backtested Returns
At this stage we consider James Mutual Fund to be very steady. James Aggressive All holds Efficiency (Sharpe) Ratio of 0.13, which attests that the entity had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for James Aggressive All, which you can use to evaluate the volatility of the entity. Please check out James Aggressive's Downside Deviation of 0.6511, risk adjusted performance of 0.1404, and Market Risk Adjusted Performance of 0.1757 to validate if the risk estimate we provide is consistent with the expected return of 0.0818%. The fund retains a Market Volatility (i.e., Beta) of 0.67, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, James Aggressive's returns are expected to increase less than the market. However, during the bear market, the loss of holding James Aggressive is expected to be smaller as well.
Auto-correlation | 0.56 |
Modest predictability
James Aggressive Allocation has modest predictability. Overlapping area represents the amount of predictability between James Aggressive time series from 2nd of December 2025 to 16th of January 2026 and 16th of January 2026 to 2nd 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 Aggressive All price movement. The serial correlation of 0.56 indicates that roughly 56.0% of current James Aggressive price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.56 | |
| Spearman Rank Test | 0.59 | |
| Residual Average | 0.0 | |
| Price Variance | 0.04 |
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 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.
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