James Alpha Financial Statements From 2010 to 2024
| JASSX Fund | USD 10.16 0.01 0.1% |
Check James Alpha financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among James Alpha's main balance sheet or income statement drivers, such as , as well as many indicators such as . James financial statements analysis is a perfect complement when working with James Alpha Valuation or Volatility modules.
James |
James Alpha Structured Mutual Fund Year To Date Return Analysis
James Alpha's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current James Alpha Year To Date Return | 8.92 % |
Most of James Alpha's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, James Alpha Structured is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
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According to the company's disclosures, James Alpha Structured has a Year To Date Return of 8.9238%. This is much higher than that of the James Alpha Advisors family and significantly higher than that of the Multisector Bond category. The year to date return for all United States funds is notably lower than that of the firm.
James Alpha Structured Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining James Alpha's current stock value. Our valuation model uses many indicators to compare James Alpha value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across James Alpha competition to find correlations between indicators driving James Alpha's intrinsic value. More Info.James Alpha Structured is rated below average in annual yield among similar funds. It is currently considered the top fund in year to date return among similar funds creating about 919.98 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 Alpha's earnings, one of the primary drivers of an investment's value.About James Alpha Financial Statements
James Alpha investors use historical fundamental indicators, such as James Alpha's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in James Alpha. Please read more on our technical analysis and fundamental analysis pages.
The fund seeks to achieve its investment objectives, under normal conditions, by investing in structured credit securities and other fixed income securities. The fund may also invest in corporate bonds and other fixed income securities, such as U.S. government securities. It seeks to outperform the Bloomberg U.S. Aggregate Bond Index with lower volatility than that index.
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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 Alpha 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 Alpha security.
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