Shelton Emerging Competition

EMSLX Fund

USD 17.64 0.03 0.17%

Shelton Emerging Markets competes with Wcm Focused, Balter Invenomic, California Tax-free, Shelton Funds, and Nasdaq-100 Index; as well as few others. The fund is listed under Diversified Emerging Mkts category and is part of Shelton Capital Management family. The entity is thematically classified as Market Neutral Funds. Analyzing Shelton Emerging competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Shelton Emerging to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Shelton Emerging Correlation with its peers.

You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Shelton Emerging competition on your existing holdings.

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Hype

Prediction

Low	Estimated	High
16.60	17.64	18.68

Details

Intrinsic

Valuation

Low	Real	High
16.57	17.61	18.65

Details

Shelton Emerging Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Shelton Emerging and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Shelton and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Shelton Emerging Markets does not affect the price movement of the other competitor.

	WFEMX	BIVIX	CFNTX	NQQQX	NASDX	EQTKX	EQTIX	NDXKX
WFEMX		-0.77	-0.29	0.91	0.91	0.91	0.91	0.91	WFEMX
BIVIX	-0.77		0.02	-0.67	-0.67	-0.72	-0.72	-0.67	BIVIX
CFNTX	-0.29	0.02		-0.42	-0.42	-0.37	-0.38	-0.42	CFNTX
NQQQX	0.91	-0.67	-0.42		1.0	0.98	0.98	1.0	NQQQX
NASDX	0.91	-0.67	-0.42	1.0		0.98	0.98	1.0	NASDX
EQTKX	0.91	-0.72	-0.37	0.98	0.98		1.0	0.98	EQTKX
EQTIX	0.91	-0.72	-0.38	0.98	0.98	1.0		0.98	EQTIX
NDXKX	0.91	-0.67	-0.42	1.0	1.0	0.98	0.98		NDXKX
	WFEMX	BIVIX	CFNTX	NQQQX	NASDX	EQTKX	EQTIX	NDXKX

Click cells to compare fundamentals

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High positive correlations

NASDX	+ 1.0	NQQQX
NDXKX	+ 1.0	NQQQX
NDXKX	+ 1.0	NASDX
EQTIX	+ 1.0	EQTKX
EQTKX	+ 0.98	NQQQX
EQTIX	+ 0.98	NQQQX

High negative correlations

BIVIX	- 0.77	WFEMX
EQTIX	- 0.72	BIVIX
EQTKX	- 0.72	BIVIX
NDXKX	- 0.67	BIVIX
NASDX	- 0.67	BIVIX
NQQQX	- 0.67	BIVIX

Risk-Adjusted Indicators

There is a big difference between Shelton Mutual Fund performing well and Shelton Emerging Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Shelton Emerging's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
WFEMX	0.69	0.03	(0.03)	0.18	0.80	(0.74)	1.44	(1.68)	3.81
BIVIX	0.49	(0.02)	0.00	0.24	0.00	0.00	0.80	(1.05)	3.00
CFNTX	0.10	(0.01)	(0.37)	(0.20)	0.17	(0.15)	0.28	(0.28)	1.12
NQQQX	0.77	(0.04)	(0.03)	0.08	1.13	(0.74)	1.55	(2.40)	5.13
NASDX	0.77	(0.04)	(0.03)	0.08	1.13	(0.73)	1.53	(2.38)	5.11
EQTKX	0.44	0.00	(0.06)	0.12	0.49	(0.48)	0.88	(0.96)	2.72
EQTIX	0.44	0.00	(0.06)	0.12	0.49	(0.47)	0.88	(0.97)	2.78
NDXKX	0.77	(0.04)	(0.03)	0.08	1.13	(0.74)	1.55	(2.39)	5.11

Unable to evaluate fundamental data of [WFEMX, BIVIX, CFNTX, NQQQX, NASDX, EQTKX, EQTIX, NDXKX] at this time. Please try again later

All Fundamental Data

Shelton Emerging Competitive Analysis

The better you understand Shelton Emerging competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Shelton Emerging's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Shelton Emerging's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	EMSLX	WFEMX	BIVIX	CFNTX	NQQQX	NASDX	EQTKX	EQTIX	NDXKX
	0.17 17.64 Shelton	0.40 15.01 Wcm	1.04 17.53 Balter	0.28 10.73 CALIFORNIA	0.12 41.91 Shelton	0.12 41.81 Nasdaq-100	0.30 16.94 Shelton	0.28 18.04 Shelton	0.15 40.05 Nasdaq-100
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Very Weak	OK	Very Weak	Very Weak	OK	OK	Good	Good	OK
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Fairly Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Sell	Strong Hold	Strong Sell	Cautious Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold	Strong Hold
Net Asset	26.47 M	1.5 B	1.4 B	43.46 M	1.49 B	1.26 B	180.73 M	492.62 M	660.37 M
Minimum Initial Investment	N/A	N/A	N/A	1 K	N/A	1 K	1 K	N/A	N/A
Price To Book	N/A	N/A	N/A	N/A	N/A	4.56	2.03	2.03	4.56
Five Year Return	N/A	3.11	23.12	0.44	N/A	20.87	11.02	11.59	20.1
Last Dividend Paid	0.04	N/A	0.01	0.02	N/A	0.02	0.44	0.47	N/A
One Year Return	N/A	17.63	-10.82	4.15	N/A	30.35	24.35	24.95	30.37
Price To Earning	N/A	N/A	N/A	N/A	N/A	21.39	15.49	15.49	21.39
Price To Sales	N/A	N/A	N/A	N/A	N/A	2.82	1.18	1.18	2.82
Cash Position Weight	5.15	3.3	70.47	6.51	N/A	1.72	4.99	9.41	0.21
Equity Positions Weight	94.85	96.88	29.55	N/A	N/A	98.28	95.01	90.59	99.79
Three Year Return	N/A	-7.69	18.94	-0.37	N/A	8.74	8.39	8.94	8.39
Annual Yield	0.0067	0.0014	0.0274	0.0062	0.0049	0.0038	0.0941	0.0863	0.0014
Year To Date Return	N/A	12.83	1.77	1.24	N/A	23.89	19.45	20.04	23.76
Bond Positions Weight	N/A	N/A	N/A	93.49	N/A	N/A	N/A	N/A	N/A
Ten Year Return	N/A	N/A	N/A	3.19	N/A	18.58	9.53	10.08	17.98
Daily Balance Of Power	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T	9.2 T
Day Typical Price	17.64	15.01	17.53	10.73	41.91	41.81	16.94	18.04	40.05
Period Momentum Indicator	0.03	0.06	0.18	0.03	0.05	0.05	0.05	0.05	0.06
Rate Of Daily Change	1.0	1.0	1.01	1.0	1.0	1.0	1.0	1.0	1.0
Day Median Price	17.64	15.01	17.53	10.73	41.91	41.81	16.94	18.04	40.05
Price Action Indicator	0.015	0.03	0.09	0.015	0.025	0.025	0.025	0.025	0.03
Coefficient Of Variation	(9,981)	927.69	(2,119)	6006.74	1244.64	1254.07	662.23	647.35	1263.98
Mean Deviation	0.7216	0.6866	0.4943	0.1001	0.7709	0.7684	0.437	0.4353	0.7694
Jensen Alpha	(0.02)	0.0305	(0.02)	(0.01)	(0.04)	(0.04)	(0.0006)	0.0013	(0.04)
Total Risk Alpha	(0.18)	(0.05)	(0.13)	(0.03)	(0.09)	(0.09)	(0.01)	(0.01)	(0.09)
Sortino Ratio	N/A	(0.03)	N/A	(0.37)	(0.03)	(0.03)	(0.06)	(0.06)	(0.03)
Downside Variance	N/A	0.8778	N/A	0.1165	1.65	1.63	0.4083	0.4033	1.63
Standard Deviation	1.02	0.9072	0.6032	0.1799	1.11	1.1	0.5842	0.5819	1.1
Kurtosis	2.62	0.5687	(0.24)	8.37	1.37	1.38	1.51	1.4	1.38
Potential Upside	1.76	1.44	0.8041	0.2817	1.55	1.53	0.8772	0.8839	1.55
Treynor Ratio	(1.29)	0.1817	0.2401	(0.20)	0.0818	0.0807	0.1177	0.1206	0.0802
Maximum Drawdown	6.36	3.81	3.0	1.12	5.13	5.11	2.72	2.78	5.11
Variance	1.04	0.823	0.3638	0.0324	1.23	1.22	0.3413	0.3386	1.22
Market Risk Adjusted Performance	(1.28)	0.1917	0.2501	(0.19)	0.0918	0.0907	0.1277	0.1306	0.0902
Risk Adjusted Performance	(0.01)	0.084	(0.04)	(0.02)	0.0645	0.064	0.1123	0.1149	0.0635
Skewness	(0.32)	(0.35)	(0.27)	(1.87)	(0.53)	(0.52)	(0.34)	(0.33)	(0.52)
Semi Deviation	N/A	0.8028	N/A	0.1739	1.13	1.13	0.4855	0.4909	1.13
Information Ratio	(0.14)	(0.03)	(0.26)	(0.70)	(0.04)	(0.04)	(0.07)	(0.07)	(0.04)
Value At Risk	(1.08)	(1.68)	(1.05)	(0.28)	(2.40)	(2.38)	(0.96)	(0.97)	(2.39)
Expected Short fall	N/A	(0.74)	N/A	(0.15)	(0.74)	(0.73)	(0.48)	(0.47)	(0.74)
Downside Deviation	N/A	0.9369	N/A	0.3414	1.28	1.28	0.639	0.635	1.28
Semi Variance	N/A	0.6444	N/A	0.0302	1.28	1.27	0.2357	0.241	1.27

Shelton Emerging Competition Performance Charts

Five steps to successful analysis of Shelton Emerging Competition

Shelton Emerging's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Shelton Emerging Markets in relation to its competition. Shelton Emerging's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Shelton Emerging in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Shelton Emerging's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Shelton Emerging Markets, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Shelton Emerging position

In addition to having Shelton Emerging in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Other Information on Investing in Shelton Mutual Fund

Shelton Emerging financial ratios help investors to determine whether Shelton 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 Shelton with respect to the benefits of owning Shelton Emerging security.

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