James Advantage Mutual Funds List
Here you can find all mutual funds issued by James Advantage and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is James Advantage
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | Jun 30, 1991 | 1.18% | -2.31% | 4.22% | 5.11% | 79 | ||||||||
| James Small Cap Fund | Small Cap Value Equities | Oct 2, 1998 | 1.56% | 1.60% | 8.53% | 3.33% | 51 | ||||||||
| James Aggressive Allocation Fund | Diversified Portfolio | Jun 30, 2015 | 1.01% | -1.96% | 6.84% | 0.57% | 75 | ||||||||
| James Micro Cap Fund | Small Cap Value Equities | Jul 1, 2010 | 1.51% | 3.38% | 8.09% | 0.99% | 47 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years