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Shelton S&P Midcap Index K (MIDKX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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24.88

+0.06

(+0.24%)

At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up15

Number of years down5

Best 1-yr total return (4 July 2024)36.16%

Worst 1-yr total return (4 July 2024)N/A

Risk statistics

3 years

MIDKXCategory average

5 years

MIDKXCategory average

10 years

MIDKXCategory average

Alpha

-6.04-0.06

-6.01-0.05

-4.9-0.04

BETA

1.040.01

1.10.01

1.090.01

Mean annual return

0.450.01

0.920.01

0.790.01

R-squared

82.640.88

83.930.85

83.780.84

Standard deviation

20.350.23

21.690.19

18.260.17

Sharpe ratio

0.10.01

0.40.01

0.430.01

Treynor ratio

0.030.11

6.130.11

5.960.1