Shelton E Value Fund Price on November 5, 2024
| EQTIX Fund | USD 18.11 0.07 0.39% |
If you're considering investing in SHELTON Mutual Fund, it is important to understand the factors that can impact its price. As of today, the current price of Shelton Core stands at 18.11, as last reported on the 27th of November, with the highest price reaching 18.11 and the lowest price hitting 18.11 during the day. At this stage we consider SHELTON Mutual Fund to be very steady. Shelton E Value owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Shelton E Value, which you can use to evaluate the volatility of the fund. Please validate Shelton Core's Coefficient Of Variation of 568.59, risk adjusted performance of 0.1314, and Semi Deviation of 0.4931 to confirm if the risk estimate we provide is consistent with the expected return of 0.1%.
SHELTON Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
SHELTON |
Sharpe Ratio = 0.1759
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 13 87% of assets perform better |
Based on monthly moving average Shelton Core is performing at about 13% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Shelton Core by adding it to a well-diversified portfolio.
Shelton Core Valuation on November 5, 2024
It is possible to determine the worth of Shelton Core on a given historical date. On November 5, 2024 SHELTON was worth 17.52 at the beginning of the trading date compared to the closed value of 17.52. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Shelton Core mutual fund. Still, in general, we apply an absolute valuation method to find Shelton Core's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Shelton Core where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Shelton Core's related companies.
| Open | High | Low | Close | Volume | |
| 17.39 | 17.39 | 17.39 | 17.39 | 1.00 | |
11/05/2024 | 17.52 | 17.52 | 17.52 | 17.52 | 1.00 |
| 17.83 | 17.83 | 17.83 | 17.83 | 1.00 |
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Shelton Core Trading Date Momentum on November 5, 2024
| On November 06 2024 Shelton E Value was traded for 17.83 at the closing time. The highest daily price throughout the period was 17.83 and the lowest price was 17.83 . There was no trading activity during the period 1.0. Lack of trading volume on 11/06/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 1.77% . The trading price change to current closing price is 0.80% . |
Shelton E Value Fundamentals Correlations and Trends
By evaluating Shelton Core's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Shelton Core's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. SHELTON financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Shelton Core Mutual Fund history
Shelton Core investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for SHELTON is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Shelton E Value will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Shelton Core stock prices may prove useful in developing a viable investing in Shelton Core
The investment seeks to achieve a high level of income and capital appreciation by investing primarily in income-producing U.S. equity securities. Shelton Core is traded on NASDAQ Exchange in the United States.
Shelton Core Mutual Fund Technical Analysis
Shelton Core technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Shelton Core Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Shelton E Value cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Shelton Core November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Shelton Core mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Shelton Core shares will generate the highest return on investment. By undertsting and applying Shelton Core mutual fund market strength indicators, traders can identify Shelton E Value entry and exit signals to maximize returns
Shelton Core Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Shelton Core's price direction in advance. Along with the technical and fundamental analysis of SHELTON Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of SHELTON to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.1314 | |||
| Jensen Alpha | 0.0898 | |||
| Total Risk Alpha | 8.0E-4 | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 3.2 |
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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.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Equity Valuation Check real value of public entities based on technical and fundamental data |