EQTIX vs. MFHVX

In the year-to-date period, EQTIX achieves a 0.50% return, which is significantly higher than MFHVX's -0.62% return.

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EQTIX has a 0.72% expense ratio, which is lower than MFHVX's 1.43% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Shelton Equity Income Fund (EQTIX) and Mesirow High Yield Fund (MFHVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current EQTIX Sharpe Ratio is 0.70, which is lower than the MFHVX Sharpe Ratio of 1.16. The chart below compares the historical Sharpe Ratios of EQTIX and MFHVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EQTIX's dividend yield for the trailing twelve months is around 9.61%, more than MFHVX's 8.23% yield.

The maximum EQTIX drawdown since its inception was -53.76%, which is greater than MFHVX's maximum drawdown of -20.95%. Use the drawdown chart below to compare losses from any high point for EQTIX and MFHVX.

Shelton Equity Income Fund (EQTIX) has a higher volatility of 3.54% compared to Mesirow High Yield Fund (MFHVX) at 1.61%. This indicates that EQTIX's price experiences larger fluctuations and is considered to be riskier than MFHVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.