NEXTX
Shelton Sustainable Equity-Inv
$30.75
-0.13 (-0.42%)
Currency in USD / Last Updated: 4/25/2024
Category | MidCap Growth |
---|---|
Market Cap | 125.666M |
52 Week High | 34.462 |
52 Week Low | 25.679 |
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Key Data
Symbol | NEXTX |
---|---|
Type | Mutual Fund |
Category | MidCap Growth |
Price | 30.75 |
Price Yesterday | 30.88 |
Market Cap | 125.67 |
YTD Return | -2.26% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0123 |
Overview
52 Week High | 34.46 |
---|---|
52 Week Low | 25.68 |
Market Cap | 125.67M |
Shares Outstanding | 4.09M |
Income Dividend Yield | 0.20% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.20% |
Returns Annualized
One Day | -65.50% |
---|---|
Five Days | 93.59% |
One Months | -22.18% |
Three Months | 13.69% |
Six Months | 39.78% |
Nine Months | -13.61% |
One Year | -2.56% |
Three Years | -10.72% |
Five Years | 12.22% |
Ten Years | 8.60% |
YTD | -6.94% |
Since Inception | 11.70% |
Returns Total
One Day | -0.42% |
---|---|
Five Days | 1.32% |
One Month | -2.16% |
Three Months | 3.26% |
Six Months | 18.05% |
Nine Months | -10.43% |
One Year | -2.56% |
Three Years | -28.80% |
Five Years | 77.83% |
Ten Years | 127.78% |
YTD | -2.26% |
Since Inception | 241.67% |
Yearly Returns
2024 | -2.26% |
---|---|
2023 | 2.11% |
2022 | -26.80% |
2021 | 2.65% |
2020 | 113.87% |
2019 | 43.72% |
2018 | -18.90% |
2017 | 29.51% |
2016 | -4.27% |
2015 | 0.82% |
Risk against SP-DA
Alpha | -32.37% |
---|---|
Beta | 1.19 |
Correlation | 73.16% |
Downside Deviation | 6.19% |
Coefficient of determination | 53.52% |
Standard Deviation | 5.51% |
Sharpe Ratio | -1.49 |
Sortino | -4.61 |
Treynor | -6.69 |
Ulcer Index | 11.87 |
Ulcer Performance Index | -2.4 |