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Shelton S&P 500 Index Investor (SPFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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77.69+0.30 (+0.39%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up25
Number of years down6
Best 1-yr total return (24 Jun 2024)32.00%
Worst 1-yr total return (24 Jun 2024)N/A

Risk statistics

3 years
SPFIXCategory average
5 years
SPFIXCategory average
10 years
SPFIXCategory average
Alpha
-0.38-0.01
-0.42-0.01
-0.34-0.01
BETA
10.01
10.01
10.01
Mean annual return
0.860.01
1.330.01
1.070.01
R-squared
1000.94
1000.95
99.990.95
Standard deviation
17.790.17
18.240.19
15.30.15
Sharpe ratio
0.40
0.750.01
0.740.01
Treynor ratio
5.880.03
13.060.1
10.740.1