Nasdaq - Delayed Quote USD

Shelton S&P 500 Index K (SPXKX)

75.78
+0.29
+(0.38%)
At close: 8:02:13 PM EDT

Fund Summary

The S&P 500 Index includes the common stocks of 500 leading U.S. companies from a broad range of industries. The fund is passively managed. It invests primarily in the stocks that make up the 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 31.30%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 3

Performance & Risk

YTD Return 2.21%
5y Average Return 14.13%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SPXKXCategory AverageSPXKXCategory AverageSPXKXCategory Average
Alpha -0.87 -0.01 -0.92 -0.01 -0.88 -0.01
BETA 1 0.01 1 0.01 1 0.01
Mean Annual Return 1.17 0.01 1.27 0.01 1.04 0.01
R-squared 100 0.94 99.99 0.95 99.99 0.95
Standard Deviation 16.63 0.17 16.2 0.19 15.49 0.15
Sharpe Ratio 0.56 0 0.76 0.01 0.68 0.01
Treynor Ratio 8.62 0.03 11.97 0.1 9.84 0.1

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