Shelton Equity Premium Etf Performance
| SEPI Etf | USD 26.76 0.17 0.64% |
The entity has a beta of 0.78, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Shelton Equity's returns are expected to increase less than the market. However, during the bear market, the loss of holding Shelton Equity is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Shelton Equity Premium are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite fairly strong basic indicators, Shelton Equity is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | Will SCM Trust Shelton Equity Premium stock remain on Wall Street radar - Treasury Yields AI Powered Market Entry Ideas - newser.com | 09/30/2025 |
2 | Shelton Equity Premium Income ETF To Go Ex-Dividend On November 28th, 2025 With 0.17 USD Dividend Per Share - | 11/26/2025 |
Shelton Equity Relative Risk vs. Return Landscape
If you would invest 2,528 in Shelton Equity Premium on September 26, 2025 and sell it today you would earn a total of 148.00 from holding Shelton Equity Premium or generate 5.85% return on investment over 90 days. Shelton Equity Premium is currently generating 0.0938% in daily expected returns and assumes 0.8419% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Shelton, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Shelton Equity Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shelton Equity's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Shelton Equity Premium, and traders can use it to determine the average amount a Shelton Equity'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 = 0.1114
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Based on monthly moving average Shelton Equity is performing at about 8% 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 Equity by adding it to a well-diversified portfolio.
About Shelton Equity Performance
By evaluating Shelton Equity's fundamental ratios, stakeholders can gain valuable insights into Shelton Equity's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Shelton Equity 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 Equity 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.
Shelton Equity is entity of United States. It is traded as Etf on NYSE exchange.