Shelton Core Financials
| EQTIX Fund | USD 18.11 0.07 0.39% |
SHELTON |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Shelton Core Fund Summary
Shelton Core competes with Sp Smallcap, Sp Midcap, Sp 500, Us Government, and Nicholas Equity. The fund invests primarily in U.S. equity securities that generate a relatively high level of dividend income and have the potential for capital appreciation. These securities will generally be stocks of medium and large U.S. corporations. It will invest at least 80 percent of its total assets in common stocks.Specialization | Derivative Income, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US82301Q7593 |
| Business Address | Shelton Capital management |
| Mutual Fund Family | Shelton Capital Management |
| Mutual Fund Category | Derivative Income |
| Benchmark | Dow Jones Industrial |
| Phone | 800 955 9988 |
| Currency | USD - US Dollar |
Shelton Core Key Financial Ratios
SHELTON Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Shelton Core's current stock value. Our valuation model uses many indicators to compare Shelton Core value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Shelton Core competition to find correlations between indicators driving Shelton Core's intrinsic value. More Info.Shelton E Value is one of the top funds in price to earning among similar funds. It also is one of the top funds in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Shelton E Value is roughly 7.63 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Shelton Core's earnings, one of the primary drivers of an investment's value.Shelton E Value Systematic Risk
Shelton Core's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Shelton Core volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was two with a total number of output elements of fifty-nine. The Beta measures systematic risk based on how returns on Shelton E Value correlated with the market. If Beta is less than 0 Shelton Core generally moves in the opposite direction as compared to the market. If Shelton Core Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Shelton E Value is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Shelton Core is generally in the same direction as the market. If Beta > 1 Shelton Core moves generally in the same direction as, but more than the movement of the benchmark.
Shelton Core November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Shelton Core help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Shelton E Value. We use our internally-developed statistical techniques to arrive at the intrinsic value of Shelton E Value based on widely used predictive technical indicators. In general, we focus on analyzing SHELTON Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Shelton Core's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6486 | |||
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 2.78 | |||
| Value At Risk | (0.97) | |||
| Potential Upside | 0.8839 |
Other Information on Investing in SHELTON Mutual Fund
Shelton Core 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 Core security.
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