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Shelton Core Value Direct (EQTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.55+0.13 (+0.79%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up20
Number of years down7
Best 1-yr total return (2 May 2024)31.80%
Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years
EQTIXCategory average
5 years
EQTIXCategory average
10 years
EQTIXCategory average
Alpha
-0.38-0.05
-0.77-0.05
-1.47-0.04
BETA
0.750.01
0.740.01
0.780.01
Mean annual return
0.610.01
0.860.01
0.750.01
R-squared
95.140.88
94.010.83
92.520.8
Standard deviation
13.60.15
14.10.12
12.40.12
Sharpe ratio
0.320.01
0.570.01
0.60.01
Treynor ratio
4.720.1
10.110.1
8.920.09