Sp 500 Financials
| SPFIX Fund | USD 85.14 0.32 0.37% |
SPFIX |
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.
Sp 500 Fund Summary
Sp 500 competes with Vanguard Total, Vanguard 500, Vanguard Total, Vanguard Total, and Vanguard Total. The SP 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the index so that the weighting of each stock in the portfolio approximates the index. The funds policy to invest at least 80 percent of its total assets in the underlying stocks of the index.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US82301Q7759 |
| Business Address | Shelton Capital management |
| Mutual Fund Family | Shelton Capital Management |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 800 955 9988 |
| Currency | USD - US Dollar |
Sp 500 Key Financial Ratios
SPFIX Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Sp 500's current stock value. Our valuation model uses many indicators to compare Sp 500 value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Sp 500 competition to find correlations between indicators driving Sp 500's intrinsic value. More Info.Sp 500 Index is rated top fund in price to earning among similar funds. It is rated third largest fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Sp 500 Index is roughly 7.07 . 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 Sp 500's earnings, one of the primary drivers of an investment's value.Sp 500 Index Systematic Risk
Sp 500's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Sp 500 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Sp 500 Index correlated with the market. If Beta is less than 0 Sp 500 generally moves in the opposite direction as compared to the market. If Sp 500 Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Sp 500 Index is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Sp 500 is generally in the same direction as the market. If Beta > 1 Sp 500 moves generally in the same direction as, but more than the movement of the benchmark.
Sp 500 November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Sp 500 help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Sp 500 Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Sp 500 Index based on widely used predictive technical indicators. In general, we focus on analyzing SPFIX Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Sp 500's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8459 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.85 | |||
| Value At Risk | (1.32) | |||
| Potential Upside | 1.16 |
Other Information on Investing in SPFIX Mutual Fund
Sp 500 financial ratios help investors to determine whether SPFIX 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 SPFIX with respect to the benefits of owning Sp 500 security.
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