James Aggressive Allocation Fund Manager Performance Evaluation
| JAVAX Fund | USD 13.70 0.05 0.36% |
The fund retains a Market Volatility (i.e., Beta) of 0.83, 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.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days James Aggressive Allocation has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, James Aggressive 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 | 1st of November 2022 |
James |
James Aggressive Relative Risk vs. Return Landscape
If you would invest 1,417 in James Aggressive Allocation on December 28, 2024 and sell it today you would lose (47.00) from holding James Aggressive Allocation or give up 3.32% of portfolio value over 90 days. James Aggressive Allocation is currently producing negative expected returns and takes up 0.8504% volatility of returns over 90 trading days. Put another way, 7% 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 Aggressive Current Valuation
Fairly Valued
Today
Please note that James Aggressive's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. James Aggressive All retains a regular Real Value of $13.8 per share. The prevalent price of the fund is $13.7. We determine the value of James Aggressive All 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 Aggressive is currently traded on the exchange, buyers and sellers on that exchange determine the market value of James Mutual Fund. However, James Aggressive'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 13.7 | Real 13.8 | Hype 13.7 | Naive 13.96 |
The intrinsic value of James Aggressive'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 Aggressive'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 Aggressive Allocation 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 Aggressive more accurately as focusing exclusively on James Aggressive's fundamentals will not take into account other important factors: James Aggressive Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for James Aggressive's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as James Aggressive Allocation, and traders can use it to determine the average amount a James Aggressive's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0619
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JAVAX |
Estimated Market Risk
| 0.85 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average James Aggressive is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of James Aggressive by adding James Aggressive to a well-diversified portfolio.
James Aggressive Fundamentals Growth
James Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of James Aggressive, and James Aggressive 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.
About James Aggressive Performance
Evaluating James Aggressive's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if James Aggressive 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 Aggressive 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 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.Things to note about James Aggressive All performance evaluation
Checking the ongoing alerts about James Aggressive for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for James Aggressive All help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| James Aggressive All generated a negative expected return over the last 90 days | |
| The fund retains about 5.38% of its assets under management (AUM) in cash |
- Analyzing James Aggressive'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 Aggressive's stock is overvalued or undervalued compared to its peers.
- Examining James Aggressive'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 Aggressive's management team can have a significant impact on its success or failure. Reviewing the track record and experience of James Aggressive's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of James Aggressive's mutual fund. These opinions can provide insight into James Aggressive's potential for growth and whether the stock is currently undervalued or overvalued.
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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