MFHVX vs. EQTIX

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

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

This table presents a comparison of risk-adjusted performance metrics for Mesirow High Yield Fund (MFHVX) and Shelton Equity Income Fund (EQTIX). 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 MFHVX Sharpe Ratio is 1.16, which is higher than the EQTIX Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of MFHVX and EQTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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

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

The current volatility for Mesirow High Yield Fund (MFHVX) is 1.61%, while Shelton Equity Income Fund (EQTIX) has a volatility of 3.54%. This indicates that MFHVX experiences smaller price fluctuations and is considered to be less risky than EQTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.