Shelton Funds Financials
| NQQQX Fund | USD 36.61 0.11 0.30% |
Shelton |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Specialization | Large Growth, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Shelton Capital Management |
| Mutual Fund Category | Large Growth |
| Benchmark | Dow Jones Industrial |
| Currency | USD - US Dollar |
Shelton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Shelton Funds's current stock value. Our valuation model uses many indicators to compare Shelton Funds value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Shelton Funds competition to find correlations between indicators driving Shelton Funds's intrinsic value. More Info.Shelton Funds is number one fund in annual yield among similar funds. It also is number one fund in net asset among similar funds making up about 303,562,657,959 of Net Asset per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Shelton Funds' earnings, one of the primary drivers of an investment's value.Shelton Funds Systematic Risk
Shelton Funds' systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Shelton Funds volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Shelton Funds correlated with the market. If Beta is less than 0 Shelton Funds generally moves in the opposite direction as compared to the market. If Shelton Funds Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Shelton Funds is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Shelton Funds is generally in the same direction as the market. If Beta > 1 Shelton Funds moves generally in the same direction as, but more than the movement of the benchmark.
Shelton Funds March 21, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Shelton Funds help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Shelton Funds . We use our internally-developed statistical techniques to arrive at the intrinsic value of Shelton Funds based on widely used predictive technical indicators. In general, we focus on analyzing Shelton Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Shelton Funds's daily price indicators and compare them against related drivers.
| Information Ratio | (0.06) | |||
| Maximum Drawdown | 6.11 | |||
| Value At Risk | (2.79) | |||
| Potential Upside | 1.67 |
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Economic Indicators Top statistical indicators that provide insights into how an economy is performing | |
| Money Managers Screen money managers from public funds and ETFs managed around the world |