Nasdaq - Delayed Quote USD
Shelton Emerging Markets Fund (EMSQX)
18.51
+0.13
+(0.71%)
At close: 8:04:39 PM EDT
Fund Summary
The fund primarily invests, under normal market conditions, at least 80% of its net assets (plus borrowings for investment purposes) in a combination of equity securities of foreign (i.e., non-U.S.) companies in "Emerging Markets" with a suitable potential for earnings growth. Under normal market conditions, the fund seeks to achieve its investment objective by investing primarily in a universe of stocks listed within the MSCI Emerging Markets Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.48% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 10 |
Performance & Risk
| YTD Return | 9.34% |
| 5y Average Return | 11.86% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EMSQX | Category Average | EMSQX | Category Average | EMSQX | Category Average | |
| Alpha | -2.33 | 0.02 | 1.15 | 0.01 | -0.14 | -0.01 |
| BETA | 0.95 | 0.01 | 0.96 | 0.01 | 1 | 0.01 |
| Mean Annual Return | 0.54 | 0.01 | 0.97 | 0.01 | 0.47 | 0 |
| R-squared | 78.76 | 0.82 | 74.47 | 0.79 | 78.02 | 0.8 |
| Standard Deviation | 16.9 | 0.2 | 16.84 | 0.17 | 16.82 | 0.18 |
| Sharpe Ratio | 0.11 | 0.01 | 0.52 | 0.01 | 0.22 | 0 |
| Treynor Ratio | 0.49 | 0.1 | 8.21 | 0.11 | 2.37 | 0.04 |
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