Shelton Funds Fund Price on December 1, 2024
| NQQQX Fund | USD 38.94 2.85 6.82% |
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 Funds stands at 38.94, as last reported on the 1st of December, with the highest price reaching 38.94 and the lowest price hitting 38.94 during the day. At this stage we consider Shelton Mutual Fund to be very steady. Shelton Funds owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0306, which indicates the fund had a 0.0306% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Shelton Funds , which you can use to evaluate the volatility of the fund. Please validate Shelton Funds' Semi Deviation of 1.82, coefficient of variation of 13805.99, and Risk Adjusted Performance of 0.01 to confirm if the risk estimate we provide is consistent with the expected return of 0.0411%.
Shelton Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Shelton |
Sharpe Ratio = 0.0306
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| Negative Returns | NQQQX |
Estimated Market Risk
| 1.34 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.04 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Shelton Funds is performing at about 2% 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 Funds by adding it to a well-diversified portfolio.
Shelton Funds Valuation on December 1, 2024
It is possible to determine the worth of Shelton Funds on a given historical date. On December 1, 2024 Shelton was worth 38.94 at the beginning of the trading date compared to the closed value of 38.94. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Shelton Funds mutual fund. Still, in general, we apply an absolute valuation method to find Shelton Funds' 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 Funds where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Shelton Funds' related companies.
| Open | High | Low | Close | Volume | |
| 38.94 | 38.94 | 38.94 | 38.94 | 1.00 | |
12/01/2024 | 38.94 | 38.94 | 38.94 | 38.94 | 0.00 |
| Backtest Shelton Funds | | | Shelton Funds History | | | Shelton Funds Valuation | Previous |
Shelton Funds Trading Date Momentum on December 1, 2024
| On December 01 2024 Shelton Funds was traded for 38.94 at the closing time. The highest daily price throughout the period was 38.94 and the lowest price was 38.94 . There was no trading activity during the period 0.0. Lack of trading volume on 12/01/2024 did not result in any price rise and fall. The trading price change to current closing price is 0.00% . |
About Shelton Funds Mutual Fund history
Shelton Funds 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 Funds 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 Funds stock prices may prove useful in developing a viable investing in Shelton Funds
Under normal market conditions, the funds policy to invest at least 80 percent of its total assets in the stocks comprising the index. It is passively managed. The Nasdaq-100 Index includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.
Shelton Funds Mutual Fund Technical Analysis
Shelton Funds 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 Funds Period Price Range
Low | December 1, 2024
| High |
0.00 | 0.00 |
Shelton Funds 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 Funds December 1, 2024 Market Strength
Market strength indicators help investors to evaluate how Shelton Funds 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 Funds shares will generate the highest return on investment. By undertsting and applying Shelton Funds mutual fund market strength indicators, traders can identify Shelton Funds entry and exit signals to maximize returns
Shelton Funds Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Shelton Funds' 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 | 0.01 | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.23) | |||
| Sortino Ratio | (0.07) | |||
| Treynor Ratio | 1.0E-4 |
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| Volume Indicators |
Other Information on Investing in Shelton Mutual Fund
Shelton Funds 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 Funds security.
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |