DEBTX
Shelton Tactical Credit-Inv
$9.95
-0.03 (-0.30%)
Currency in USD / Last Updated: 4/18/2024
Category | Unconventional |
---|---|
Market Cap | 33.341M |
52 Week High | 10.12 |
52 Week Low | 9.142 |
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Key Data
Symbol | DEBTX |
---|---|
Type | Mutual Fund |
Category | Unconventional |
Price | 9.95 |
Price Yesterday | 9.98 |
Market Cap | 33.34 |
YTD Return | 0.48% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0124 |
Overview
52 Week High | 10.12 |
---|---|
52 Week Low | 9.14 |
Market Cap | 33.34M |
Shares Outstanding | 3.35M |
Income Dividend Yield | 4.82% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.82% |
Returns Annualized
One Day | -53.21% |
---|---|
Five Days | -26.16% |
One Months | -3.50% |
Three Months | 4.85% |
Six Months | 17.88% |
Nine Months | 5.12% |
One Year | 5.86% |
Three Years | -0.34% |
Five Years | 2.36% |
Ten Years | -999 |
YTD | 1.64% |
Since Inception | 2.53% |
Returns Total
One Day | -0.30% |
---|---|
Five Days | -0.60% |
One Month | -0.31% |
Three Months | 1.19% |
Six Months | 8.49% |
Nine Months | 3.83% |
One Year | 5.85% |
Three Years | -1.01% |
Five Years | 12.34% |
Ten Years | -999 |
YTD | 0.48% |
Since Inception | 19.28% |
Yearly Returns
2024 | 0.48% |
---|---|
2023 | 5.43% |
2022 | -7.42% |
2021 | 6.74% |
2020 | 5.78% |
2019 | 5.93% |
2018 | -1.61% |
2017 | 3.34% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -4.72% |
---|---|
Beta | 0.3 |
Correlation | 73.35% |
Downside Deviation | 1.55% |
Coefficient of determination | 53.80% |
Standard Deviation | 1.40% |
Sharpe Ratio | -3.43 |
Sortino | -10.74 |
Treynor | 1.58 |
Ulcer Index | 1.69 |
Ulcer Performance Index | -9.85 |