NEXTX
Shelton Sustainable Equity-Inv
$30.69
-0.15 (-0.49%)
Currency in USD / Last Updated: 7/9/2024
| Category | MidCap Growth |
|---|---|
| Market Cap | 114.689M |
| 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 | 30.69 |
| Price Yesterday | 30.84 |
| Market Cap | 114.69 |
| YTD Return | -2.45% |
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 | 114.69M |
| Shares Outstanding | 3.74M |
| 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 | -70.77% |
|---|---|
| Five Days | 12.21% |
| One Months | -42.80% |
| Three Months | -19.59% |
| Six Months | 2.64% |
| Nine Months | 14.74% |
| One Year | -6.11% |
| Three Years | -12.05% |
| Five Years | 11.48% |
| Ten Years | 8.27% |
| YTD | -4.69% |
| Since Inception | 11.47% |
Returns Total
| One Day | -0.49% |
|---|---|
| Five Days | 0.23% |
| One Month | -4.33% |
| Three Months | -5.22% |
| Six Months | 1.29% |
| Nine Months | 10.73% |
| One Year | -6.10% |
| Three Years | -31.83% |
| Five Years | 71.96% |
| Ten Years | 120.87% |
| YTD | -2.45% |
| Since Inception | 241.04% |
Yearly Returns
| 2024 | -2.45% |
|---|---|
| 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 | -30.31% |
|---|---|
| Beta | 0.81 |
| Correlation | 47.93% |
| Downside Deviation | 6.27% |
| Coefficient of determination | 22.97% |
| Standard Deviation | 5.42% |
| Sharpe Ratio | -1.86 |
| Sortino | -5.55 |
| Treynor | -14.24 |
| Ulcer Index | 12.39 |
| Ulcer Performance Index | -2.81 |