Nasdaq - Delayed Quote USD
Shelton Nasdaq-100 Index Investor (NASDX)
34.02
-1.49
(-4.20%)
At close: 8:01:43 PM EDT
Fund Summary
Under normal market conditions, 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 stocks comprising the index. It is passively managed. The Nasdaq-100 Index® includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market based on market capitalization.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 54.58% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 19 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -18.57% |
| 5y Average Return | 16.24% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| NASDX | Category Average | NASDX | Category Average | NASDX | Category Average | |
| Alpha | 0.4 | 0.03 | -0.44 | 0.04 | 2.81 | 0.01 |
| BETA | 1.17 | 0.01 | 1.17 | 0.01 | 1.11 | 0.01 |
| Mean Annual Return | 0.96 | 0.02 | 1.74 | 0.02 | 1.42 | 0.01 |
| R-squared | 85.91 | 0.89 | 86.63 | 0.87 | 85.08 | 0.87 |
| Standard Deviation | 21.87 | 0.2 | 21.35 | 0.16 | 18.54 | 0.15 |
| Sharpe Ratio | 0.32 | 0.01 | 0.85 | 0.01 | 0.82 | 0.01 |
| Treynor Ratio | 4.26 | 0.21 | 14.93 | 0.21 | 13.06 | 0.15 |
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