James Alpha Global Fund Manager Performance Evaluation
| JACRX Fund | USD 14.13 0.06 0.42% |
The fund retains a Market Volatility (i.e., Beta) of 0.29, which attests to not very significant fluctuations relative to the market. As returns on the market increase, James Alpha's returns are expected to increase less than the market. However, during the bear market, the loss of holding James Alpha is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in James Alpha Global are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, James Alpha is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of December 2020 | |
| Expense Ratio | 2.2500 |
James |
James Alpha Relative Risk vs. Return Landscape
If you would invest 1,350 in James Alpha Global on October 30, 2025 and sell it today you would earn a total of 63.00 from holding James Alpha Global or generate 4.67% return on investment over 90 days. James Alpha Global is currently producing 0.0762% returns and takes up 0.5418% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than James, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
James Alpha Current Valuation
Fairly Valued
Today
Please note that James Alpha's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. James Alpha Global retains a regular Real Value of $14.03 per share. The prevalent price of the fund is $14.13. We determine the value of James Alpha Global from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since James Alpha is currently traded on the exchange, buyers and sellers on that exchange determine the market value of James Mutual Fund. However, James Alpha's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 14.13 | Real 14.03 | Hype 14.13 | Naive 14.14 |
The intrinsic value of James Alpha's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence James Alpha's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of James Alpha Global helps investors to forecast how James mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of James Alpha more accurately as focusing exclusively on James Alpha's fundamentals will not take into account other important factors: James Alpha Target Price Odds to finish over Current Price
The tendency of James Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 14.13 | 90 days | 14.13 | roughly 2.97 |
Based on a normal probability distribution, the odds of James Alpha to move above the current price in 90 days from now is roughly 2.97 (This James Alpha Global probability density function shows the probability of James Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon James Alpha has a beta of 0.29. This indicates as returns on the market go up, James Alpha average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding James Alpha Global will be expected to be much smaller as well. Additionally James Alpha Global has an alpha of 0.0477, implying that it can generate a 0.0477 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). James Alpha Price Density |
| Price |
Predictive Modules for James Alpha
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as James Alpha Global. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.James Alpha Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. James Alpha is not an exception. The market had few large corrections towards the James Alpha's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold James Alpha Global, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of James Alpha within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.29 | |
σ | Overall volatility | 0.26 | |
Ir | Information ratio | 0 |
James Alpha Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of James Alpha for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for James Alpha Global can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.78% of its assets under management (AUM) in equities |
James Alpha Fundamentals Growth
James Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of James Alpha, and James Alpha fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on James Mutual Fund performance.
| Price To Earning | 21.56 X | |||
| Price To Book | 1.45 X | |||
| Price To Sales | 3.71 X | |||
| Total Asset | 70.38 M | |||
About James Alpha Performance
Evaluating James Alpha's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if James Alpha has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if James Alpha has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund invests at least 80 percent of its net assets in real estate and real estate-related issuers or investments that provide exposure to real estate and real estate-related issuers, and in derivatives and other instruments that have economic characteristics similar to such securities. James Alpha is traded on NASDAQ Exchange in the United States.Things to note about James Alpha Global performance evaluation
Checking the ongoing alerts about James Alpha for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for James Alpha Global help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 99.78% of its assets under management (AUM) in equities |
- Analyzing James Alpha's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether James Alpha's stock is overvalued or undervalued compared to its peers.
- Examining James Alpha's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating James Alpha's management team can have a significant impact on its success or failure. Reviewing the track record and experience of James Alpha's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of James Alpha's mutual fund. These opinions can provide insight into James Alpha's potential for growth and whether the stock is currently undervalued or overvalued.
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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