2024 Year-to-Date Performance
James Capital: +14.44%
S&P 500® Index: +6.04%
1-YR Performance vs S&P 500® Index
James Capital: +46.97%
S&P 500® Index: +22.66%
3-YR Performance vs S&P 500® Index
James Capital: +11.89%
S&P 500® Index: +8.06%
All numbers are updated on the first day of the month.
Fee structure: 50 basis points of AUM*
*Disclaimer: A fee is only charged if an alpha is generated 200 basis points above the S & P 500 in a year where the S & P 500 returns a positive sum.
Yearly & Quarterly Performance
Yearly & Quarterly Performance
Q1 2024: 18.46%
Q2 2024: N/A
Q3 2024: N/A
Q4 2024: N/A