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MIDKX

Shelton S&P Midcap Index Fund-K

$25.96 0.08 (0.31%)
Currency in USD / Last Updated: 3/28/2024
Category MidCap
Market Cap 115.824M
52 Week High 25.96
52 Week Low 19.803
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Key Data
Symbol MIDKX
Type Mutual Fund
Category MidCap
Price 25.96
Price Yesterday 25.88
Market Cap 115.82
YTD Return 9.58%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0
Initial Purchase Amount 1000
Redeption Fee 0
Prospectus 0.0108
Overview
52 Week High 25.96
52 Week Low 19.80
Market Cap 115.82M
Shares Outstanding 4.46M
Income Dividend Yield 0.53%
Long Term Dividend Yield 4.82%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 5.35%
Returns Annualized
One Day 117.83%
Five Days 69.46%
One Months 93.13%
Three Months 45.99%
Six Months 49.18%
Nine Months 22.72%
One Year 22.12%
Three Years 5.91%
Five Years 10.48%
Ten Years 8.99%
YTD 45.99%
Since Inception 9.46%
Returns Total
One Day 0.31%
Five Days 1.05%
One Month 5.36%
Three Months 9.58%
Six Months 21.73%
Nine Months 16.39%
One Year 21.80%
Three Years 18.71%
Five Years 64.38%
Ten Years 136.09%
YTD 9.58%
Since Inception 531.94%
Yearly Returns
2024 9.58%
2023 15.06%
2022 -13.71%
2021 23.43%
2020 11.32%
2019 25.45%
2018 -11.90%
2017 15.15%
2016 20.45%
2015 -2.78%
Risk against SP-DA
Alpha -15.36%
Beta 1.23
Correlation 89.20%
Downside Deviation 3.73%
Coefficient of determination 79.56%
Standard Deviation 4.63%
Sharpe Ratio -0.54
Sortino -2.33
Treynor 16.69
Ulcer Index 4.89
Ulcer Performance Index -1.78

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