Shelton E Value Fund Price on November 25, 2024
| EQTKX Fund | USD 16.98 0.07 0.41% |
Below is the normalized historical share price chart for Shelton E Value extending back to October 17, 2003. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Shelton E stands at 16.98, as last reported on the 12th of December 2024, with the highest price reaching 16.98 and the lowest price hitting 16.98 during the day.
If you're considering investing in Shelton Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Shelton Mutual Fund to be very steady. Shelton E Value owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.19, which indicates the fund had a 0.19% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Shelton E Value, which you can use to evaluate the volatility of the fund. Please validate Shelton E's Risk Adjusted Performance of 0.1609, coefficient of variation of 437.36, and Semi Deviation of 0.2652 to confirm if the risk estimate we provide is consistent with the expected return of 0.0947%.
Shelton Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Shelton |
Sharpe Ratio = 0.1856
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Estimated Market Risk
| 0.51 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Shelton E is performing at about 14% 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 E by adding it to a well-diversified portfolio.
Shelton E Valuation on November 25, 2024
It is possible to determine the worth of Shelton E on a given historical date. On November 25, 2024 Shelton was worth 16.94 at the beginning of the trading date compared to the closed value of 16.94. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Shelton E mutual fund. Still, in general, we apply an absolute valuation method to find Shelton E'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 E where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Shelton E's related companies.
| Open | High | Low | Close | Volume | |
| 16.89 | 16.89 | 16.89 | 16.89 | 1.00 | |
11/25/2024 | 16.94 | 16.94 | 16.94 | 16.94 | 1.00 |
| 17.01 | 17.01 | 17.01 | 17.01 | 1.00 |
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Shelton E Trading Date Momentum on November 25, 2024
| On November 26 2024 Shelton E Value was traded for 17.01 at the closing time. The highest daily price throughout the period was 17.01 and the lowest price was 17.01 . There was no trading activity during the period 1.0. Lack of trading volume on 11/26/2024 added to the next day price jump. The overall trading delta to closing price of the next trading day was 0.41% . The trading price change to current closing price is 0.65% . |
Shelton E Value Fundamentals Correlations and Trends
By evaluating Shelton E'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 E'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 E Mutual Fund history
Shelton E 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 E stock prices may prove useful in developing a viable investing in Shelton E
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.
Shelton E Mutual Fund Technical Analysis
Shelton E 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 E Period Price Range
Low | December 12, 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 E December 12, 2024 Market Strength
Market strength indicators help investors to evaluate how Shelton E 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 E shares will generate the highest return on investment. By undertsting and applying Shelton E mutual fund market strength indicators, traders can identify Shelton E Value entry and exit signals to maximize returns
Shelton E Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Shelton E'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 | 0.1609 | |||
| Jensen Alpha | 0.0376 | |||
| Total Risk Alpha | 0.0257 | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.1772 |
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Other Information on Investing in Shelton Mutual Fund
Shelton E 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 E security.
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| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |