James Aggressive Financials
| JAVAX Fund | USD 15.00 0.01 0.07% |
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 Aggressive Fund Summary
James Aggressive competes with James Small, James Balanced, James Balanced, and James Micro. 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.Specialization | Allocation--70% to 85% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US4702597893 |
| Business Address | James Advantage Funds |
| Mutual Fund Family | James Advantage |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 995 2637 |
| Currency | USD - US Dollar |
James Aggressive Key Financial Ratios
James Financial Ratios Relationships
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. You can analyze the relationship between different fundamental ratios across James Aggressive competition to find correlations between indicators driving James Aggressive's intrinsic value. More Info.James Aggressive Allocation is rated fourth overall fund in annual yield among similar funds. It is rated fifth overall fund in year to date return among similar funds creating about 876.72 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 Aggressive's earnings, one of the primary drivers of an investment's value.James Aggressive All Systematic Risk
James Aggressive's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. James Aggressive 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 twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on James Aggressive All correlated with the market. If Beta is less than 0 James Aggressive generally moves in the opposite direction as compared to the market. If James Aggressive Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one James Aggressive All is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of James Aggressive is generally in the same direction as the market. If Beta > 1 James Aggressive moves generally in the same direction as, but more than the movement of the benchmark.
James Aggressive July 20, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of James Aggressive help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of James Aggressive Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of James Aggressive Allocation 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 Aggressive's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8436 | |||
| Information Ratio | 0.0786 | |||
| Maximum Drawdown | 3.75 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.67 |
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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