James Alpha Financials
| JDSEX Fund | USD 14.08 0.09 0.64% |
James |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
James Alpha Fund Summary
James Alpha competes with Pgim Jennison, Towpath Technology, Vanguard Information, Allianzgi Technology, and Red Oak. The fund invests at least 80 percent of its net assets in equity securities of U.S. issuers or investments that provide exposure to equity securities of U.S. issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. It will seek to achieve its objective by combining a long equity strategy with an options hedging strategy that seeks to provide protection during significant equity market downturns.Specialization | Options Trading, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | James Alpha Funds |
| Mutual Fund Family | James Alpha Advisors |
| Mutual Fund Category | Options Trading |
| Benchmark | Dow Jones Industrial |
| Phone | 833 999 2636 |
| Currency | USD - US Dollar |
James Financial Ratios 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 Managed is currently considered the top fund in year to date return among similar funds. It also is currently considered the top fund in one year return among similar funds reporting about 1.17 of One Year Return per Year To Date Return. 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.James Alpha Managed Systematic Risk
James Alpha's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. James Alpha volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourty-two with a total number of output elements of nineteen. The Beta measures systematic risk based on how returns on James Alpha Managed correlated with the market. If Beta is less than 0 James Alpha generally moves in the opposite direction as compared to the market. If James Alpha Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one James Alpha Managed is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of James Alpha is generally in the same direction as the market. If Beta > 1 James Alpha moves generally in the same direction as, but more than the movement of the benchmark.
James Alpha December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of James Alpha help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of James Alpha Managed. We use our internally-developed statistical techniques to arrive at the intrinsic value of James Alpha Managed based on widely used predictive technical indicators. In general, we focus on analyzing James Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build James Alpha's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4877 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 2.58 | |||
| Value At Risk | (0.58) | |||
| Potential Upside | 0.6433 |
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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