Shelton Funds Fund Manager Performance Evaluation
| UTSXX Fund | USD 1.00 0.00 0.00% |
The entity has a beta of 0.0, which indicates not very significant fluctuations relative to the market. the returns on MARKET and Shelton Funds are completely uncorrelated.
Risk-Adjusted Performance
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Over the last 90 days Shelton Funds has generated negative risk-adjusted returns adding no value to fund investors. 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.
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Shelton Funds Relative Risk vs. Return Landscape
If you would invest 100.00 in Shelton Funds on October 10, 2024 and sell it today you would earn a total of 0.00 from holding Shelton Funds or generate 0.0% return on investment over 90 days. Shelton Funds is currently producing negative expected returns and takes up 0.0% volatility of returns over 90 trading days. Put another way, 0% of traded money market 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 |
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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 money market 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 = 0.0
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| UTSXX |
Based on monthly moving average Shelton Funds is not performing at its full potential. However, 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 Shelton Funds to a well-diversified portfolio.
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.
Shelton Funds is entity of United States. It is traded as Fund on NMFQS exchange.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. Money Market 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.| Shelton Funds generated a negative expected return over the last 90 days | |
| Shelton Funds has some characteristics of a very speculative penny stock | |
| The fund keeps all of the net assets in 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 Money Market Fund's leadership.
- Pay attention to analyst opinions and ratings of Shelton Funds' money market 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 Money Market Fund
Shelton Funds financial ratios help investors to determine whether Shelton Money Market 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.
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
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| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |