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Shelton S&P Smallcap Index K (SMLKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

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20.96

+0.19

(+0.91%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up15

Number of Years Down5

Best 1 Yr Total Return (Jun 27, 2024)39.05%

Worst 1 Yr Total Return (Jun 27, 2024)N/A

Risk Statistics

3 Years

SMLKXCategory Average

5 Years

SMLKXCategory Average

10 Years

SMLKXCategory Average

Alpha

-8.92-0.09

-6.59-0.06

-4.84-0.06

BETA

1.020.01

1.130.01

1.130.01

Mean Annual Return

0.160.01

0.970.01

0.820.01

R-squared

74.310.83

76.380.77

73.630.78

Standard Deviation

21.050.26

23.510.21

20.080.19

Sharpe Ratio

-0.060

0.40.01

0.410.01

Treynor Ratio

-3.380.08

6.190.1

5.780.09