SHELTON CORE Market Risk Adjusted Performance
| EQTKX Fund | | | USD 15.37 -0.22 -1.41% |
This dataset for Shelton E Value reflects inputs used in the Market Risk Adjusted Performance calculation. This dataset is part of a broader indicator framework including
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Investing Opportunities to understand diversified portfolio construction. Portfolio construction reflects how positions are combined across holdings. Shelton E Value can be included in a portfolio to evaluate diversification impact. All values are based on available data and provided as reference information. Broader economic conditions can influence Shelton E Value's mutual fund valuation — related indicators include
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Shelton E Value has current Market Risk Adjusted Performance of
-0.12.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | -0.12 | |
| ER[a] | = | Expected return on investing in SHELTON CORE |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Market Risk Adjusted Performance Peers Comparison
Market Risk Adjusted Performance Relative To Other Indicators
Shelton E Value is rated
third in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
Other Technical Indicators