CAUSX
Shelton US Government Securities-Inv
$9.15
-0.02 (-0.22%)
Currency in USD / Last Updated: 4/25/2024
Category | Intermediate Government |
---|---|
Market Cap | 13.384M |
52 Week High | 9.492 |
52 Week Low | 8.815 |
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Key Data
Symbol | CAUSX |
---|---|
Type | Mutual Fund |
Category | Intermediate Government |
Price | 9.15 |
Price Yesterday | 9.17 |
Market Cap | 13.38 |
YTD Return | -3.20% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0073 |
Overview
52 Week High | 9.49 |
---|---|
52 Week Low | 8.82 |
Market Cap | 13.38M |
Shares Outstanding | 1.46M |
Income Dividend Yield | 2.73% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.73% |
Returns Annualized
One Day | -42.35% |
---|---|
Five Days | -15.22% |
One Months | -21.77% |
Three Months | -7.23% |
Six Months | 7.33% |
Nine Months | -1.91% |
One Year | -2.82% |
Three Years | -3.02% |
Five Years | -0.55% |
Ten Years | 0.26% |
YTD | -9.73% |
Since Inception | 4.29% |
Returns Total
One Day | -0.22% |
---|---|
Five Days | -0.33% |
One Month | -2.12% |
Three Months | -1.86% |
Six Months | 3.57% |
Nine Months | -1.44% |
One Year | -2.81% |
Three Years | -8.79% |
Five Years | -2.71% |
Ten Years | 2.61% |
YTD | -3.20% |
Since Inception | 345.69% |
Yearly Returns
2024 | -3.20% |
---|---|
2023 | 3.02% |
2022 | -7.83% |
2021 | -2.99% |
2020 | 5.33% |
2019 | 4.98% |
2018 | 0.48% |
2017 | 0.92% |
2016 | 0.21% |
2015 | 0.51% |
Risk against SP-DA
Alpha | -14.13% |
---|---|
Beta | 0.29 |
Correlation | 60.25% |
Downside Deviation | 1.34% |
Coefficient of determination | 36.30% |
Standard Deviation | 1.63% |
Sharpe Ratio | -5.11 |
Sortino | -21.5 |
Treynor | -28.43 |
Ulcer Index | 2.87 |
Ulcer Performance Index | -10.04 |