Shelton E Value Fund Manager Performance Evaluation
| EQTKX Fund | USD 16.89 0.07 0.42% |
The entity has a beta of 0.67, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Shelton Core's returns are expected to increase less than the market. However, during the bear market, the loss of holding Shelton Core is expected to be smaller as well.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Shelton E Value are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong forward-looking signals, Shelton Core is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Shelton Equity Income Strategy Q3 2024 Commentary - Seeking Alpha | 11/12/2024 |
| Expense Ratio | 1.1900 |
Shelton |
Shelton Core Relative Risk vs. Return Landscape
If you would invest 1,599 in Shelton E Value on August 26, 2024 and sell it today you would earn a total of 90.00 from holding Shelton E Value or generate 5.63% return on investment over 90 days. Shelton E Value is currently producing 0.086% returns and takes up 0.588% volatility of returns over 90 trading days. Put another way, 5% 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 Core Current Valuation
Fairly Valued
Today
Please note that Shelton Core's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Shelton E Value has a current Real Value of $16.72 per share. The regular price of the fund is $16.89. We determine the value of Shelton E Value 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Shelton Mutual Fund. However, Shelton Core'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 16.89 | Real 16.72 | Hype 16.88 | Naive 16.78 |
The intrinsic value of Shelton Core'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 Core'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 E Value 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 Core more accurately as focusing exclusively on Shelton Core's fundamentals will not take into account other important factors: Shelton Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shelton Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Shelton E Value, and traders can use it to determine the average amount a Shelton Core'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 = 0.1462
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| Cash | EQTKX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.59 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.15 actual daily | 11 89% of assets perform better |
Based on monthly moving average Shelton Core is performing at about 11% 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 Fundamentals Growth
Shelton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Shelton Core, and Shelton Core 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.
| Price To Earning | 15.49 X | ||||
| Price To Book | 2.03 X | ||||
| Price To Sales | 1.18 X | ||||
| Total Asset | 257.26 M | ||||
About Shelton Core Performance
Evaluating Shelton Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Shelton Core 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 Core 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 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.Things to note about Shelton E Value performance evaluation
Checking the ongoing alerts about Shelton Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Shelton E Value help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Shelton Equity Income Strategy Q3 2024 Commentary - Seeking Alpha | |
| The fund retains 95.01% of its assets under management (AUM) in equities |
- Analyzing Shelton Core'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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Shelton Core'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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shelton Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Shelton Core's mutual fund. These opinions can provide insight into Shelton Core's potential for growth and whether the stock is currently undervalued or overvalued.
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.
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| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |