CAUSX
Shelton US Government Securities-Inv
$9.34
-0.02 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Intermediate Government |
|---|---|
| Market Cap | 15.013M |
| 52 Week High | 9.417 |
| 52 Week Low | 8.746 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | CAUSX |
|---|---|
| Type | Mutual Fund |
| Category | Intermediate Government |
| Price | 9.34 |
| Price Yesterday | 9.36 |
| Market Cap | 15.01 |
| YTD Return | -0.41% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0073 |
Overview
| 52 Week High | 9.42 |
|---|---|
| 52 Week Low | 8.75 |
| Market Cap | 15.01M |
| Shares Outstanding | 1.61M |
| Income Dividend Yield | 2.86% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.86% |
Returns Annualized
| One Day | -41.70% |
|---|---|
| Five Days | 54.34% |
| One Months | 10.10% |
| Three Months | 4.16% |
| Six Months | 0.68% |
| Nine Months | 7.31% |
| One Year | 2.16% |
| Three Years | -2.26% |
| Five Years | -0.45% |
| Ten Years | 0.50% |
| YTD | -0.78% |
| Since Inception | 4.35% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.86% |
| One Month | 0.77% |
| Three Months | 1.01% |
| Six Months | 0.33% |
| Nine Months | 5.37% |
| One Year | 2.15% |
| Three Years | -6.60% |
| Five Years | -2.22% |
| Ten Years | 5.10% |
| YTD | -0.41% |
| Since Inception | 358.52% |
Yearly Returns
| 2024 | -0.41% |
|---|---|
| 2023 | 3.02% |
| 2022 | -7.83% |
| 2021 | -2.99% |
| 2020 | 5.32% |
| 2019 | 4.97% |
| 2018 | 0.48% |
| 2017 | 0.91% |
| 2016 | 0.21% |
| 2015 | 0.51% |
Risk against SP-DA
| Alpha | -10.95% |
|---|---|
| Beta | 0.33 |
| Correlation | 64.83% |
| Downside Deviation | 1.43% |
| Coefficient of determination | 42.03% |
| Standard Deviation | 1.64% |
| Sharpe Ratio | -4.66 |
| Sortino | -18.62 |
| Treynor | -9.73 |
| Ulcer Index | 2.45 |
| Ulcer Performance Index | -10.84 |