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Shelton S&P Midcap Index Investor (SPMIX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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27.79

+0.26

(+0.94%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up24

Number of years down7

Best 1-yr total return (3 Oct 2024)36.88%

Worst 1-yr total return (3 Oct 2024)N/A

Risk statistics

3 years

SPMIXCategory average

5 years

SPMIXCategory average

10 years

SPMIXCategory average

Alpha

-4.53-0.06

-4.85-0.05

-3.68-0.04

BETA

1.050.01

1.10.01

1.090.01

Mean annual return

0.730.01

1.10.01

0.930.01

R-squared

80.660.88

83.070.85

83.220.84

Standard deviation

20.390.23

21.830.19

18.230.17

Sharpe ratio

0.240.01

0.490.01

0.520.01

Treynor ratio

2.90.11

80.11

7.520.1