Shelton Green Financials
| NEXIX Fund | USD 32.07 0.03 0.09% |
Shelton |
Please note that past performance is not an indicator of the future performance of Shelton Green, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's 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.
Shelton Green Fund Summary
Shelton Green competes with T Rowe, T Rowe, T Rowe, T Rowe, and T Rowe. 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.Specialization | Mid-Cap Growth, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Mutual Fund Family | Shelton Capital Management |
| Mutual Fund Category | Mid-Cap Growth |
| Benchmark | NYSE Composite |
| Currency | USD - US Dollar |
Shelton Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Shelton Green's current stock value. Our valuation model uses many indicators to compare Shelton Green value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Shelton Green competition to find correlations between indicators driving Shelton Green's intrinsic value. More Info.Shelton Green Alpha is regarded second largest fund in annual yield among similar funds. It is rated below average in net asset among similar funds making up about 57,436,720,000 of Net Asset per Annual Yield. Comparative valuation analysis is a catch-all model that can be used if you cannot value Shelton Green by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Shelton Green's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Green's earnings, one of the primary drivers of an investment's value.Shelton Green Alpha Systematic Risk
Shelton Green's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Shelton Green 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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Beta measures systematic risk based on how returns on Shelton Green Alpha correlated with the market. If Beta is less than 0 Shelton Green generally moves in the opposite direction as compared to the market. If Shelton Green Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Shelton Green Alpha is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Shelton Green is generally in the same direction as the market. If Beta > 1 Shelton Green moves generally in the same direction as, but more than the movement of the benchmark.
Shelton Green May 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Shelton Green help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Shelton Green Alpha. We use our internally-developed statistical techniques to arrive at the intrinsic value of Shelton Green Alpha 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 Green's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.17 | |||
| Information Ratio | 0.0201 | |||
| Maximum Drawdown | 5.65 | |||
| Value At Risk | (1.82) | |||
| Potential Upside | 1.84 |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Shelton Green Alpha. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Economic Indicators module to top statistical indicators that provide insights into how an economy is performing.