James Aggressive One Year Return vs. Three Year Return
| JAVAX Fund | USD 14.71 0.10 0.68% |
For James Aggressive profitability analysis, we use financial ratios and fundamental drivers that measure the ability of James Aggressive to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well James Aggressive Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between James Aggressive's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of James Aggressive Allocation over time as well as its relative position and ranking within its peers.
James |
James Aggressive All Three Year Return vs. One Year Return Fundamental Analysis
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. James Aggressive Allocation is currently considered the top fund in one year return among similar funds. It also is currently considered the top fund in three year return among similar funds reporting about 0.28 of Three Year Return per One Year Return. The ratio of One Year Return to Three Year Return for James Aggressive Allocation is roughly 3.51 . 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 Three Year Return vs. One Year Return
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
James Aggressive |
| = | 29.43 % |
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
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.
James Aggressive |
| = | 8.39 % |
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.
James Three Year Return Comparison
James Aggressive is currently under evaluation in three year return among similar funds.
James Aggressive Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in James Aggressive, profitability is also one of the essential criteria for including it into their portfolios because, without profit, James Aggressive will eventually generate negative long term returns. The profitability progress is the general direction of James Aggressive's change in net profit over the period of time. It can combine multiple indicators of James Aggressive, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. The fund will normally hold both equity securities and fixed income securities, with typically at least 60 percent of its assets in equity securities and at least 15 percent of its assets in fixed income securities.
James Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on James Aggressive. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of James Aggressive position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the James Aggressive's important profitability drivers and their relationship over time.
Use James Aggressive in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if James Aggressive position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in James Aggressive will appreciate offsetting losses from the drop in the long position's value.James Aggressive Pair Trading
James Aggressive Allocation Pair Trading Analysis
The ability to find closely correlated positions to James Aggressive could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace James Aggressive when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back James Aggressive - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling James Aggressive Allocation to buy it.
The correlation of James Aggressive is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as James Aggressive moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if James Aggressive All moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for James Aggressive can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your James Aggressive position
In addition to having James Aggressive in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Energy ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Energy ETFs theme has 91 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Energy ETFs Theme or any other thematic opportunities.
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Other Information on Investing in James Mutual Fund
To fully project James Aggressive's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of James Aggressive All at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include James Aggressive's income statement, its balance sheet, and the statement of cash flows.
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