Shelton Tactical Credit Fund Manager Performance Evaluation
| DEBIX Fund | USD 10.23 0.01 0.1% |
The entity has a beta of -0.0231, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Shelton Tactical are expected to decrease at a much lower rate. During the bear market, Shelton Tactical is likely to outperform the market.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Shelton Tactical Credit has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Shelton Tactical is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Shelton Tactical Credit Fund Q3 2024 Commentary - Seeking Alpha | 11/08/2024 |
| Expense Ratio Date | 1st of May 2023 | |
| Expense Ratio | 0.9900 |
Shelton |
Shelton Tactical Relative Risk vs. Return Landscape
If you would invest 1,029 in Shelton Tactical Credit on August 26, 2024 and sell it today you would lose (6.00) from holding Shelton Tactical Credit or give up 0.58% of portfolio value over 90 days. Shelton Tactical Credit is currently producing negative expected returns and takes up 0.2247% volatility of returns over 90 trading days. Put another way, 2% of traded mutual 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 |
| Risk |
Shelton Tactical Current Valuation
Fairly Valued
Today
Please note that Shelton Tactical's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Shelton Tactical Credit has a current Real Value of $10.04 per share. The regular price of the fund is $10.23. We determine the value of Shelton Tactical Credit 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 Tactical is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Shelton Mutual Fund. However, Shelton Tactical'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 10.23 | Real 10.04 | Hype 10.23 | Naive 10.21 |
The intrinsic value of Shelton Tactical'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 Tactical'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 Tactical Credit 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 Tactical more accurately as focusing exclusively on Shelton Tactical's fundamentals will not take into account other important factors: Shelton Tactical Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Shelton Tactical's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Shelton Tactical Credit, and traders can use it to determine the average amount a Shelton Tactical'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 = -0.0389
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DEBIX |
Estimated Market Risk
| 0.22 actual daily | 1 99% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.04 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Shelton Tactical 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 Tactical by adding Shelton Tactical to a well-diversified portfolio.
Shelton Tactical Fundamentals Growth
Shelton Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Shelton Tactical, and Shelton Tactical 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 | 30.32 M | ||||
About Shelton Tactical Performance
Evaluating Shelton Tactical's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Shelton Tactical 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 Tactical 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.
Under normal circumstances, the fund invests at least 80 percent of the value of its net assets, plus the amount of any borrowings for investment purposes, in various credit-related instruments. The fund may invest up to 100 percent of its net assets in any one of the categories of instruments included in the preceding sentence.Things to note about Shelton Tactical Credit performance evaluation
Checking the ongoing alerts about Shelton Tactical for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Shelton Tactical Credit help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Shelton Tactical generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Shelton Tactical Credit Fund Q3 2024 Commentary - Seeking Alpha | |
| The fund retains about 92.65% of its assets under management (AUM) in fixed income securities |
- Analyzing Shelton Tactical'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 Tactical's stock is overvalued or undervalued compared to its peers.
- Examining Shelton Tactical'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 Tactical's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Shelton Tactical's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Shelton Tactical's mutual fund. These opinions can provide insight into Shelton Tactical's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Shelton Mutual Fund
Shelton Tactical 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 Tactical security.
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges |