Shelton Green Alpha Fund Manager Performance Evaluation
| NEXTX Fund | USD 33.67 0.02 0.06% |
The entity has a beta of 0.87, which indicates possible diversification benefits within a given portfolio. Shelton Green returns are very sensitive to returns on the market. As the market goes up or down, Shelton Green is expected to follow.
Risk-Adjusted Performance
4 of 100
Weak | Strong |
Insignificant
Compared to the overall equity markets, risk-adjusted returns on investments in Shelton Green Alpha are ranked lower than 4 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Shelton Green is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 1st of January 2023 | |
| Expense Ratio | 1.2300 |
Shelton |
Shelton Green Relative Risk vs. Return Landscape
If you would invest 3,261 in Shelton Green Alpha on August 30, 2024 and sell it today you would earn a total of 106.00 from holding Shelton Green Alpha or generate 3.25% return on investment over 90 days. Shelton Green Alpha is currently producing 0.0552% returns and takes up 0.9456% volatility of returns over 90 trading days. Put another way, 8% 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 Green Current Valuation
Fairly Valued
Today
Please note that Shelton Green's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Shelton Green Alpha has a current Real Value of $33.33 per share. The regular price of the fund is $33.67. We determine the value of Shelton Green Alpha 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 Green is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Shelton Mutual Fund. However, Shelton Green'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 33.67 | Real 33.33 | Hype 33.67 | Naive 33.92 |
The intrinsic value of Shelton Green'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 Green'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 Green Alpha 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 Green more accurately as focusing exclusively on Shelton Green's fundamentals will not take into account other important factors: Shelton Green Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shelton Green's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Shelton Green Alpha, and traders can use it to determine the average amount a Shelton Green'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 = 0.0584
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| Cash | NEXTX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.95 actual daily | 8 92% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.06 actual daily | 4 96% of assets perform better |
Based on monthly moving average Shelton Green is performing at about 4% 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 Green by adding it to a well-diversified portfolio.
Shelton Green Fundamentals Growth
Shelton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Shelton Green, and Shelton Green 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 | 18.35 X | |||
| Price To Book | 1.95 X | |||
| Price To Sales | 1.00 X | |||
| Total Asset | 189.78 M | |||
About Shelton Green Performance
Evaluating Shelton Green's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Shelton Green 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 Green 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.
Under normal market conditions, the fund invests 80 percent of the net assets of the fund in equities of Sustainable companies. It will invest in U.S. common and foreign stocks and American Depository Receipts . The fund may invest in companies of all sizes and seeks diversification by economic sector and geography.Things to note about Shelton Green Alpha performance evaluation
Checking the ongoing alerts about Shelton Green for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Shelton Green Alpha help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund generated three year return of -10.0% | |
| Shelton Green Alpha maintains 97.39% of its assets in stocks |
- Analyzing Shelton Green'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 Green's stock is overvalued or undervalued compared to its peers.
- Examining Shelton Green'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 Green's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shelton Green's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Shelton Green's mutual fund. These opinions can provide insight into Shelton Green's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Shelton Mutual Fund
Shelton Green 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 Green security.
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