2024 Year-to-Date Performance
James Capital: +19.95%
S&P 500® Index: +10.56%
1-YR Performance vs S&P 500® Index
James Capital: +53.58%
S&P 500® Index: +29.88%
3-YR Performance vs S&P 500® Index
James Capital: +19.15%
S&P 500® Index: +11.49%
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