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James Alpha MLP Portfolio Class I (JMLPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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4.15000.0000 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return12.04%
5-year average return0.00%
Number of years up1
Number of years down2
Best 1-yr total return (3 Feb 2019)25.47%
Worst 1-yr total return (3 Feb 2019)-19.89%
Best 3-yr total return25.47%
Worst 3-yr total return-2.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJMLPXCategory
YTD-5.42%38.02%
1-month-0.24%4.39%
3-month-9.21%17.34%
1-year-21.76%54.67%
3-year-9.94%0.06%
5-year0.00%0.07%
10-year0.00%1.70%
Last bull market0.00%11.80%
Last bear market0.00%-7.14%

Annual total return (%) history

Year
JMLPXCategory
2019
N/A13.05%
2018
-19.89%-16.32%
2017
-9.17%-5.78%
2016
25.47%27.30%
2015
N/A-34.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
201914.70%-9.18%N/AN/A
2018-11.21%11.76%-2.41%-17.28%
20175.18%-14.09%-2.67%3.27%
2016-10.99%21.89%8.94%6.15%
2015-6.80%-30.36%-3.57%N/A

Rank in category (by total return)

YTD99
1-month100
3-month99
1-year99
3-year99
5-yearN/A

Load adjusted returns

1-year-21.76%
3-year-9.94%
5-yearN/A
10-yearN/A