Shelton Emerging Markets Fund Manager Performance Evaluation
| EMSQX Fund | USD 17.87 0.03 0.17% |
The entity has a beta of -0.005, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Shelton Emerging are expected to decrease at a much lower rate. During the bear market, Shelton Emerging is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Shelton Emerging Markets has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Shelton Emerging is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreShelton |
Shelton Emerging Relative Risk vs. Return Landscape
If you would invest 1,818 in Shelton Emerging Markets on August 26, 2024 and sell it today you would lose (31.00) from holding Shelton Emerging Markets or give up 1.71% of portfolio value over 90 days. Shelton Emerging Markets is currently producing negative expected returns and takes up 1.0265% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Shelton, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Shelton Emerging Current Valuation
Undervalued
Today
Please note that Shelton Emerging's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Shelton Emerging Markets has a current Real Value of $19.57 per share. The regular price of the fund is $17.87. We determine the value of Shelton Emerging Markets from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Shelton Emerging is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Shelton Mutual Fund. However, Shelton Emerging's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 17.87 | Real 19.57 | Hype 17.87 | Naive 17.43 |
The intrinsic value of Shelton Emerging's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Shelton Emerging's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Shelton Emerging Markets helps investors to forecast how Shelton mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Shelton Emerging more accurately as focusing exclusively on Shelton Emerging's fundamentals will not take into account other important factors: Shelton Emerging Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shelton Emerging's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Shelton Emerging Markets, and traders can use it to determine the average amount a Shelton Emerging's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0207
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| Negative Returns | EMSQX |
Estimated Market Risk
| 1.03 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Shelton Emerging is not performing at its full potential. However, 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 Emerging by adding Shelton Emerging to a well-diversified portfolio.
Shelton Emerging Fundamentals Growth
Shelton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Shelton Emerging, and Shelton Emerging fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Shelton Mutual Fund performance.
| Total Asset | 30.73 M | ||||
About Shelton Emerging Performance
Evaluating Shelton Emerging's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Shelton Emerging has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Shelton Emerging has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund primarily invests, under normal market conditions, at least 80 percent of its net assets in a combination of equity securities of foreign companies in Emerging Markets with a suitable potential for earnings growth. Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in a universe of stocks listed within the MSCI Emerging Markets Index.Things to note about Shelton Emerging Markets performance evaluation
Checking the ongoing alerts about Shelton Emerging for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Shelton Emerging Markets help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Shelton Emerging generated a negative expected return over the last 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Shelton Emerging's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Shelton Emerging's stock is overvalued or undervalued compared to its peers.
- Examining Shelton Emerging's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Shelton Emerging's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shelton Emerging's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Shelton Emerging's mutual fund. These opinions can provide insight into Shelton Emerging's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Shelton Mutual Fund
Shelton Emerging 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 Emerging security.
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |