Shelton Funds Fund Manager Performance Evaluation
| NQQQX Fund | USD 41.63 0.15 0.36% |
The entity has a beta of -0.13, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Shelton Funds are expected to decrease at a much lower rate. During the bear market, Shelton Funds is likely to outperform the market.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Shelton Funds are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Shelton Funds is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreShelton |
Shelton Funds Relative Risk vs. Return Landscape
If you would invest 3,927 in Shelton Funds on August 24, 2024 and sell it today you would earn a total of 236.00 from holding Shelton Funds or generate 6.01% return on investment over 90 days. Shelton Funds is currently producing 0.0974% returns and takes up 1.1167% 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 Funds Current Valuation
Undervalued
Today
Please note that Shelton Funds' price fluctuation is not too volatile at this time. Based on Macroaxis valuation methodology, the fund is undervalued. Shelton Funds has a current Real Value of $4.97 per share. The regular price of the fund is $41.63. Our model measures the value of Shelton Funds from inspecting the fund technical indicators and probability of bankruptcy. In general, investors 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 Funds is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Shelton Mutual Fund. However, Shelton Funds' 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 41.63 | Real 4.97 | Hype 0.0 | Naive 40.88 |
The intrinsic value of Shelton Funds' 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 Funds' 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 Funds 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 Funds more accurately as focusing exclusively on Shelton Funds' fundamentals will not take into account other important factors: Shelton Funds Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shelton Funds' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Shelton Funds , and traders can use it to determine the average amount a Shelton Funds' 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 = 0.0872
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| Cash | NQQQX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.12 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 6 94% of assets perform better |
Based on monthly moving average Shelton Funds is performing at about 6% 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 Fundamentals Growth
Shelton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Shelton Funds, and Shelton Funds 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.
About Shelton Funds Performance
Evaluating Shelton Funds' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Shelton Funds 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 Funds 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 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.Things to note about Shelton Funds performance evaluation
Checking the ongoing alerts about Shelton Funds for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Shelton Funds help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains all of the assets in different exotic instruments |
- Analyzing Shelton Funds' 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 Funds' stock is overvalued or undervalued compared to its peers.
- Examining Shelton Funds' 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 Funds' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shelton Funds' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Shelton Funds' mutual fund. These opinions can provide insight into Shelton Funds' potential for growth and whether the stock is currently undervalued or overvalued.
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.
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