Shelton Nasdaq-100 Index Investor NASDX | NASDAQ
Company Overview:
10 Year NASDX Performance Metrics:
NASDX Dividend Payments & Yield
NASDX Dividends Info:
Projected Future Returns & Dividends for NASDX
Based on past 10-year performance, here are NASDX growth metrics:
Share price CAGR of +15.43%
Dividend CAGR of -15.21%
Using NASDX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| NASDX (DRIP) | NASDX - No DRIP | |
|---|---|---|
| Current Price | $51.05 | $51.05 |
| Start Shares | 195.89 | 195.89 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 196.77 | 195.89 |
| Dividends Payment | $0.00 | $0.00 |
| Annual Dividends | $2 | $2 |
| Yield on cost | 0.02% | 0.02% |
| Share Price | $214.32 | $214.32 |
| Total Dividends | $67 | $67 |
| Final Value | $42,172 | $42,048 |
NOTE: Above numbers are our estimate based on NASDX's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
Company Info
Shelton Nasdaq-100 Index Investor (NASDX) had its IPO on 2000-01-18, and is traded on NASDAQ stock exchange.
Under typical market circumstances, this fund's primary objective is to commit at least 80% of its total capital—including any funds borrowed for investment—to the specific equities that make up its benchmark index. Its investment approach is passive, meaning it aims to mirror the index's performance rather than actively selecting securities. The Nasdaq-100 Index, which serves as its benchmark, is composed of the one hundred largest non-financial corporations, both domestic and international, whose shares are publicly traded on The Nasdaq Stock Market, with their inclusion based on market capitalization.
NASDX website: https://sheltonfunds.com/domestic-stock-funds/shelton-nasdaq-100/
DCF model unavailable for NASDX — no fundamentals on file (ETFs and funds are not modelable).
