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Nasdaq - Delayed Quote USD

Shelton S&P Midcap Index K (MIDKX)

20.56
-1.04
(-4.81%)
At close: April 4 at 8:01:38 PM EDT

Fund Summary

The S&P MidCap 400 Index includes the common stocks of 400 medium-sized U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the S&P MidCap 400 Index so that the weighting of each stock in the portfolio approximates the index. The fund's policy to invest at least 80% of its total assets (which includes the amount of any borrowings for investment purposes) in the underlying stocks of the index.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.51%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 5

Performance & Risk

YTD Return -10.74%
5y Average Return 16.04%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.11
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
MIDKXCategory AverageMIDKXCategory AverageMIDKXCategory Average
Alpha -5.39 -0.06 -3.08 -0.05 -5.31 -0.04
BETA 1.11 0.01 1.05 0.01 1.11 0.01
Mean Annual Return 0.45 0.01 1.36 0.01 0.74 0.01
R-squared 82.05 0.88 80.37 0.85 83.62 0.84
Standard Deviation 21.08 0.23 19.8 0.19 18.6 0.17
Sharpe Ratio 0.04 0.01 0.68 0.01 0.37 0.01
Treynor Ratio -1.19 0.11 11.99 0.11 4.89 0.1

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