Shelton International Select Fund Manager Performance Evaluation
| SISEX Fund | USD 25.11 0.22 0.87% |
The entity has a beta of 0.3, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Shelton International's returns are expected to increase less than the market. However, during the bear market, the loss of holding Shelton International is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Shelton International Select are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak technical and fundamental indicators, Shelton International may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more| Expense Ratio Date | 1st of May 2023 |
Shelton |
Shelton International Relative Risk vs. Return Landscape
If you would invest 2,347 in Shelton International Select on December 27, 2024 and sell it today you would earn a total of 164.00 from holding Shelton International Select or generate 6.99% return on investment over 90 days. Shelton International Select is currently producing 0.116% returns and takes up 0.8262% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Shelton, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Shelton International Current Valuation
Undervalued
Today
Please note that Shelton International's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Shelton International has a current Real Value of $27.5 per share. The regular price of the fund is $25.11. We determine the value of Shelton International 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 International is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Shelton Mutual Fund. However, Shelton International'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 25.11 | Real 27.5 | Hype 25.11 | Naive 25.16 |
The intrinsic value of Shelton International'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 International'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 International Select 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 International more accurately as focusing exclusively on Shelton International's fundamentals will not take into account other important factors: Shelton International Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shelton International's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Shelton International Select, and traders can use it to determine the average amount a Shelton International'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 = 0.1404
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| Cash | SISEX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.83 actual daily | 7 93% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 11 89% of assets perform better |
Based on monthly moving average Shelton International 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 International by adding it to a well-diversified portfolio.
Shelton International Fundamentals Growth
Shelton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Shelton International, and Shelton International 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.
| Total Asset | 51.99 M | ||||
About Shelton International Performance
Evaluating Shelton International's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Shelton International 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 International 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 primarily invests at least 80 percent of its net assets in a combination of equity securities of foreign companies with a suitable potential for earnings growth. Shelton International is traded on NASDAQ Exchange in the United States.Things to note about Shelton International performance evaluation
Checking the ongoing alerts about Shelton International for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Shelton International help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Shelton International's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Shelton International's mutual fund performance include:- Analyzing Shelton International'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 International's stock is overvalued or undervalued compared to its peers.
- Examining Shelton International'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 International's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shelton International's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Shelton International's mutual fund. These opinions can provide insight into Shelton International's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Shelton Mutual Fund
Shelton International 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 International security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. |